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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 %
NICM
2151
Neo Ivy Capital Management
New York
$743K +$743K +7,719 New
UC
2152
Unio Capital
New Jersey
$742K +$4.99K +50 +0.7%
FFG
2153
Fullen Financial Group
Ohio
$738K – – –
SCP
2154
Silverleafe Capital Partners
Tennessee
$732K -$38.5K -400 -5%
HCP
2155
Hexagon Capital Partners
Arkansas
$731K +$731K +7,312 New
IUHSA
2156
Itau Unibanco Holding S.A.
Brazil
$730K +$730K +7,583 New
MWM
2157
Modera Wealth Management
New Jersey
$725K +$1.06K +11 +0.1%
PMA
2158
Prudent Man Advisors
Illinois
$725K +$24.6K +255 +4%
RG
2159
Renaissance Group
Kentucky
$723K -$88.5K -919 -11%
ACM
2160
Armbruster Capital Management
New York
$723K -$49.5K -514 -6%
PCP
2161
Proficio Capital Partners
Massachusetts
$722K -$41.3K -456 -5%
ICM
2162
Ionic Capital Management
New York
$722K +$722K +7,500 New
RZH
2163
Relyea Zuckerberg Hanson
Connecticut
$721K +$1.93K +19 +0.3%
WMA
2164
Wealth Management Associates
New Jersey
$721K -$317K -3,293 -31%
CHA
2165
Carmichael Hill & Associates
Maryland
$717K +$16.2K +168 +2%
GA
2166
Greytown Advisors
Florida
$717K +$174K +1,803 +32%
IWS
2167
Insight Wealth Strategies
California
$715K +$255K +2,646 +55%
PWAG
2168
Polaris Wealth Advisory Group
California
$713K -$22.5M -226,923 -97%
BS
2169
Bessemer Securities
New York
$710K – – –
TFO
2170
Tarbox Family Office
California
$705K -$17K -177 -2%
SDAM
2171
Shulman DeMeo Asset Management
New York
$705K +$6.45K +67 +0.9%
PA
2172
PSI Advisors
Florida
$704K +$83.7K +870 +13%
HR
2173
Hayden Royal
North Carolina
$701K -$829K -8,621 -54%
FNBSF
2174
First National Bank Sioux Falls
South Dakota
$699K -$29K -301 -4%
SIC
2175
Samalin Investment Counsel
New York
$697K +$35.7K +371 +5%
85 86
87
88 89