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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 %
DIA
2201
Dean Investment Associates
Ohio
$661K -$8.57K -89 -1%
KIC
2202
Keating Investment Counselors
Florida
$658K – – –
UCI
2203
Uncommon Cents Investing
Wisconsin
$657K +$143K +1,485 +28%
DAM
2204
Diamant Asset Management
Connecticut
$656K -$53.5K -555 -8%
WC
2205
Winmill & Co
New York
$655K – – –
TIA
2206
Traphagen Investment Advisors
New Jersey
$654K +$16.8K +175 +3%
PCAP
2207
Pratt Collard Advisory Partners
New York
$654K -$9.63K -100 -1%
CPA
2208
Cowen Prime Advisors
New York
$652K +$518K +5,374 +385%
BOM
2209
Bank of Marin
California
$650K +$52.4K +545 +9%
BDF
2210
Black Diamond Financial
Maryland
$648K +$10.6K +110 +2%
SP
2211
Successful Portfolios
Florida
$648K +$21.9K +227 +3%
LP
2212
LMR Partners
United Kingdom
$646K +$646K +6,709 New
CA
2213
Cambridge Advisors
Nebraska
$644K +$96 +1 +0%
HCM
2214
HMS Capital Management
Tennessee
$643K +$40.7K +423 +7%
MIC
2215
Meridian Investment Counsel
California
$641K – – –
AIM
2216
Arcadia Investment Management
Michigan
$639K – – –
TCM
2217
Tributary Capital Management
Nebraska
$638K -$28.9K -300 -4%
NWM
2218
Northwest Wealth Management
Iowa
$638K -$14K -146 -2%
BL
2219
Balentine LLC
Georgia
$635K +$375K +3,897 +145%
SCM
2220
SKBA Capital Management
California
$634K -$9.63K -100 -1%
BWM
2221
BNC Wealth Management
Oregon
$634K +$634K +6,581 New
GKWIM
2222
Gerber Kawasaki Wealth & Investment Management
California
$633K +$119K +1,234 +23%
VCM
2223
Vision Capital Management
Oregon
$630K – – –
SIG
2224
Sky Investment Group
Connecticut
$630K +$204K +2,120 +48%
TVAMP
2225
Tennessee Valley Asset Management Partners
Tennessee
$629K +$35.5K +369 +6%
87 88
89
90 91