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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 %
SAM
2251
SignalPoint Asset Management
Missouri
$597K -$5.59K -58 -0.9%
TFCP
2252
Twin Focus Capital Partners
Massachusetts
$597K -$2.89K -30 -0.5%
APW
2253
Aurora Private Wealth
New Jersey
$594K +$3.47K +36 +0.6%
LFG
2254
LifePlan Financial Group
Ohio
$594K +$7.89K +82 +1%
FCFC
2255
First Citizens Financial Corp
Iowa
$593K +$5.1K +53 +0.9%
GIP
2256
Greatmark Investment Partners
Georgia
$592K -$6.74K -70 -1%
BCM
2257
Brown Capital Management
Maryland
$592K +$101K +1,050 +21%
PWM
2258
Paulson Wealth Management
Illinois
$591K +$148K +1,543 +34%
FGA
2259
Fortis Group Advisors
New Jersey
$591K +$591K +6,147 New
CFA
2260
CWS Financial Advisors
Michigan
$590K -$193 -2 -0%
OBGC
2261
O'Brien Greene & Co
Pennsylvania
$590K – – –
OFS
2262
Oldfather Financial Services
Nebraska
$590K +$602 +6 +0.1%
MG
2263
Mather Group
Illinois
$586K -$34.6K -359 -6%
MHIC
2264
Marble Harbor Investment Counsel
Massachusetts
$585K -$15.9K -165 -3%
SFM
2265
Systematic Financial Management
New Jersey
$585K – – –
TF
2266
TLWM Financial
Texas
$583K +$22K +224 +4%
NFG
2267
Nadler Financial Group
Illinois
$579K -$11.1K -115 -2%
JHCP
2268
Jackson Hole Capital Partners
Oklahoma
$579K +$77K +800 +15%
PFO
2269
Pathstone Family Office
New Jersey
$578K -$52K -540 -8%
T2I
2270
Turim 21 Investimentos
Brazil
$578K +$565K +5,868 +4,347%
WCM
2271
Wedge Capital Management
North Carolina
$576K – – –
ACA
2272
Ackerman Capital Advisors
Texas
$576K – – –
HWMG
2273
Hurlow Wealth Management Group
Indiana
$576K – – –
ONST
2274
Old North State Trust
North Carolina
$574K -$14.5K -151 -2%
RPG
2275
Resource Planning Group
Georgia
$574K +$24.1K +250 +4%
89 90
91
92 93