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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 %
PFA
2276
Pathway Financial Advisors
Vermont
$573K -$52.2K -538 -8%
DWM
2277
Darwin Wealth Management
Florida
$572K -$233K -2,425 -29%
CIM
2278
Cambria Investment Management
California
$571K +$14.6K +152 +3%
TLP
2279
Trinity Legacy Partners
Texas
$570K -$58.2K -577 -9%
SCM
2280
Shapiro Capital Management
Georgia
$566K +$566K +5,880 New
SC
2281
Steph & Co
Wisconsin
$563K -$37.1K -385 -6%
SAM
2282
Seelaus Asset Management
New Jersey
$563K – – –
RWA
2283
RGT Wealth Advisors
Texas
$562K -$14.2K -148 -2%
EA
2284
Emerald Advisers
Pennsylvania
$561K – – –
CW
2285
CreativeOne Wealth
Kansas
$560K +$77.6K +807 +16%
SIM
2286
Sadoff Investment Management
Wisconsin
$559K -$46.7K -485 -8%
HHGA
2287
Halbert Hargrove Global Advisors
California
$558K +$7.12K +74 +1%
WAAG
2288
Wealth Alliance Advisory Group
Kansas
$557K +$56.4K +585 +11%
BAM
2289
Bellevue Asset Management
Washington
$557K +$195K +2,027 +54%
ACA
2290
Affinity Capital Advisors
California
$554K -$136K -1,413 -20%
SFS
2291
Summit Financial Strategies
Ohio
$551K -$10.6K -110 -2%
AWM
2292
Apollon Wealth Management
South Carolina
$550K -$22.9K -238 -4%
MWPCG
2293
Measured Wealth Private Client Group
New Hampshire
$550K +$114K +1,188 +26%
HCM
2294
Horiko Capital Management
New York
$549K – – –
CBT
2295
Central Bank & Trust
Kentucky
$549K +$674 +7 +0.1%
CWA
2296
Core Wealth Advisors
Florida
$545K +$8.57K +89 +2%
GTAM
2297
Global Trust Asset Management
Florida
$544K +$65.1K +671 +14%
FIA
2298
Foundations Investment Advisors
Arizona
$544K +$225K +2,299 +71%
VCM
2299
Violich Capital Management
California
$541K -$32.6K -339 -6%
SM
2300
Sciencast Management
New Jersey
$539K -$589K -5,788 -52%
90 91
92
93 94