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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 %
MMM
2226
Mendel Money Management
Illinois
$628K +$74.1K +769 +13%
RW
2227
REDW Wealth
New Mexico
$626K +$2.51K +26 +0.4%
Members Trust
2228
Members Trust
Florida
$626K +$31.5K +327 +5%
Cohen & Steers
2229
Cohen & Steers
New York
$624K +$114K +1,184 +22%
REMPR
2230
Roof Eidam Maycock Peralta (REMP)
California
$622K +$14.4K +150 +2%
WA
2231
WealthTrust Axiom
Pennsylvania
$621K -$120K -1,246 -16%
PIMG
2232
Patriot Investment Management Group
Tennessee
$620K -$16.7K -174 -3%
HIM
2233
Hotaling Investment Management
Pennsylvania
$619K +$6.74K +70 +1%
PCM
2234
Perritt Capital Management
Illinois
$618K -$11.1K -115 -2%
AssetMark Inc
2235
AssetMark Inc
California
$616K -$202K -2,098 -25%
WMC
2236
Westwood Management Corporation
Illinois
$612K -$285K -2,960 -32%
MCA
2237
Magnolia Capital Advisors
Mississippi
$612K +$28.7K +298 +5%
RP
2238
Riverbridge Partners
Minnesota
$611K -$106K -1,099 -15%
MJRIC
2239
Mogy Joel R Investment Counsel
California
$611K -$21.3K -221 -3%
CSWG
2240
Cardinal Strategic Wealth Guidance
Kentucky
$610K -$26.4K -275 -4%
MWM
2241
Minot Wealth Management
Massachusetts
$610K +$46.5K +483 +8%
T
2242
TRUADVICE
Florida
$610K +$610K +6,116 New
CCM
2243
Carlson Capital Management
Minnesota
$609K -$1.93K -20 -0.3%
TFM
2244
TFC Financial Management
Massachusetts
$608K +$608K +6,311 New
CA
2245
Continuum Advisory
Idaho
$607K +$90.7K +935 +18%
PWAC
2246
Private Wealth Advisors (California)
California
$606K +$13.9K +144 +2%
LB
2247
Legacy Bridge
Iowa
$604K – – –
CAM
2248
Cubic Asset Management
Massachusetts
$604K +$27K +280 +5%
MS
2249
Madden Securities
Texas
$602K +$602K +6,249 New
XS
2250
XR Securities
Illinois
$601K -$557K -5,785 -48%
88 89
90
91 92