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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 %
HFS
2126
Howard Financial Services
Texas
$777K +$9.15K +95 +1%
AP
2127
Atwood & Palmer
Missouri
$771K – – –
MSS
2128
Mitchell Sinkler & Starr
Pennsylvania
$771K – – –
TCB
2129
Texas Capital Bancshares
Texas
$771K +$96 +1 +0%
BCM
2130
BlueCrest Capital Management
Jersey
$770K -$17.5M -182,313 -96%
PG
2131
Proffitt & Goodson
Tennessee
$770K -$28.5K -296 -4%
GCM
2132
GoodHaven Capital Management
New Jersey
$770K – – –
LWA
2133
Lineweaver Wealth Advisors
Ohio
$770K +$86.3K +897 +13%
BFO
2134
Biltmore Family Office
North Carolina
$767K +$289 +3 +0%
CC
2135
Cedar Capital
Illinois
$763K +$204K +2,115 +36%
GIM
2136
Greylin Investment Management
Virginia
$759K -$317K -3,289 -29%
WIC
2137
Wilkins Investment Counsel
Massachusetts
$759K +$270K +2,800 +55%
IIM
2138
Ironwood Investment Management
Massachusetts
$756K – – –
CAM
2139
Concorde Asset Management
Michigan
$754K +$215K +1,697 +40%
FWM
2140
Focused Wealth Management
New York
$753K -$21.2K -220 -3%
RCA
2141
Reitz Capital Advisors
Michigan
$753K +$369K +3,831 +96%
WA
2142
Wealth Architects
California
$752K +$3.27K +34 +0.4%
GPA
2143
Garrison Point Advisors
California
$751K -$4.33K -45 -0.6%
AIM
2144
Alhambra Investment Management
Florida
$751K +$385 +4 +0.1%
WGA
2145
Weather Gauge Advisory
Virginia
$751K +$2.12K +22 +0.3%
MWM
2146
Maltin Wealth Management
New Jersey
$747K -$48.5K -504 -6%
SM
2147
Salzhauer Michael
$747K – – –
PIA
2148
Pinion Investment Advisors
Kansas
$746K – – –
CCM
2149
Community Capital Management
Florida
$746K – – –
CS
2150
Capital Square
Tennessee
$746K +$75K +780 +11%
84 85
86
87 88