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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 %
MKC
2176
M. Kraus & Co
Vermont
$695K +$5.1K +53 +0.7%
WEPOG
2177
Wealth Enhancement & Preservation of GA
Georgia
$695K +$194K +2,084 +39%
ORI
2178
Oak Ridge Investments
Illinois
$691K -$5.1K -53 -0.7%
WA
2179
Waverly Advisors
Alabama
$689K +$65.8K +671 +11%
FP
2180
Fiduciary Planning
Florida
$689K +$301K +3,130 +78%
IA
2181
IFG Advisors
Missouri
$686K +$13.6K +141 +2%
BCM
2182
Bayesian Capital Management
New York
$684K -$665K -6,900 -49%
SCM
2183
Sterneck Capital Management
Missouri
$682K -$2.21K -23 -0.3%
CAM
2184
Cozad Asset Management
Illinois
$680K +$2.31K +24 +0.3%
HPC
2185
Hobart Private Capital
North Carolina
$679K +$224K +2,330 +49%
SPP
2186
Single Point Partners
Massachusetts
$679K -$4.91K -51 -0.7%
MFP
2187
Meridian Financial Partners
Virginia
$677K +$60.1K +593 +10%
I
2188
INVST
Indiana
$677K +$63.1K +650 +10%
HKAM
2189
Horizon Kinetics Asset Management
New York
$674K -$58.3K -606 -8%
PAWC
2190
P.A.W. Capital
Connecticut
$674K – – –
MWM
2191
Madison Wealth Management
Ohio
$674K +$19.2K +200 +3%
JWA
2192
JFS Wealth Advisors
Pennsylvania
$674K +$33.7K +350 +5%
PPW
2193
Pasadena Private Wealth
California
$673K +$20.4K +212 +3%
AF
2194
Affiance Financial
Minnesota
$672K – – –
CVM
2195
Cheviot Value Management
California
$669K +$14.9K +155 +2%
TCPWM
2196
Traverso Chambers Private Wealth Management
California
$668K +$35.5K +369 +6%
SL
2197
Stevard LLC
Illinois
$667K +$44.5K +462 +7%
EWM
2198
Executive Wealth Management
Michigan
$667K +$60.8K +632 +10%
W
2199
WealthStone
Ohio
$662K -$92.7K -964 -12%
DHFB
2200
Dixon Hubard Feinour & Brown
Virginia
$661K -$9.63K -100 -1%
86 87
88
89 90