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JPMorgan Chase
JPM

Overview Fund Activity

2,816 hedge funds and large institutions have $206B invested in JPMorgan Chase in 2020 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 1,309 increasing their positions, 1,139 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,816
Holders Change
-22
Holders Change %
-0.78%
% of All Funds
56.97%
Holding in Top 10
280
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-16.42%
% of All Funds
5.66%
New
109
Increased
1,309
Reduced
1,139
Closed
108
Calls
$4.25B
Puts
$5.64B
Net Calls
-$1.39B
Net Calls Change
+$211M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.01B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.01B
3
Franklin Resources
Franklin Resources
California
+$707M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$666M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$293M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.04B
2
Bank of America
Bank of America
North Carolina
-$613M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$427M
5
BlackRock
BlackRock
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
2101
Bogart Wealth LLC
Virginia
$831K -$15.9K -165 -2%
PK
2102
Pflug Koory
Nebraska
$830K – – –
IHL
2103
Investment House LLC
California
$825K -$1.64M -17,015 -67%
KP
2104
Keel Point
Alabama
$825K +$281K +2,915 +52%
BHA
2105
Beech Hill Advisors
New York
$824K +$308K +3,202 +60%
KTA
2106
Keeley-Teton Advisors
Illinois
$823K -$38.4K -399 -4%
IRC
2107
Investors Research Corp
Georgia
$817K – – –
VF
2108
Virtu Financial
New York
$812K -$3.87M -40,247 -83%
PFC
2109
Phocas Financial Corp
California
$807K +$11.6K +121 +1%
SHWM
2110
Silicon Hills Wealth Management
Texas
$806K – – –
AWM
2111
AllSquare Wealth Management
New York
$804K – – –
WDL
2112
Well Done LLC
Michigan
$804K +$9.43K +98 +1%
AFS
2113
Axiom Financial Strategies
Indiana
$803K +$18.7K +194 +2%
GCM
2114
Galibier Capital Management
Ontario, Canada
$802K -$38.5K -400 -5%
C
2115
Certuity
Florida
$802K +$117K +1,212 +17%
PA
2116
Probity Advisors
Texas
$798K -$2.89K -30 -0.4%
CFG
2117
Cooper Financial Group
California
$791K -$122K -1,265 -13%
PWAP
2118
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$790K -$151K -1,568 -16%
FAM
2119
Formidable Asset Management
Ohio
$789K +$14.7K +151 +2%
DLHL
2120
Donald L. Hagan LLC
Florida
$789K +$789K +8,191 New
DAM
2121
Doheny Asset Management
California
$786K +$422K +4,385 +116%
ACM
2122
Ayrshire Capital Management
Connecticut
$783K +$6.26K +65 +0.8%
BFA
2123
Beacon Financial Advisory
Ohio
$782K +$428K +4,452 +121%
MFG
2124
Menard Financial Group
Texas
$780K +$81.7K +848 +12%
AA
2125
Alesco Advisors
New York
$779K -$34.1K -354 -4%
83 84
85
86 87