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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 %
ER
2301
Enlightenment Research
Florida
$539K +$539K +5,600 New
LC
2302
Lavaca Capital
Texas
$537K -$34.7K -360 -6%
LWP
2303
Legacy Wealth Planning
Nevada
$536K +$32.7K +340 +7%
RICHC
2304
Renaissance Investment Consultants Holding Company
Pennsylvania
$535K +$6.05K +58 +1%
AFIA
2305
America First Investment Advisors
Nebraska
$534K – – –
RGIA
2306
Rainier Group Investment Advisory
Washington
$534K +$103K +1,075 +24%
CWC
2307
Carolinas Wealth Consulting
North Carolina
$530K +$205K +2,130 +63%
CI
2308
Clal Insurance
Israel
$529K -$30.2M -314,000 -98%
DL
2309
DOHJ LLC
Washington
$529K -$476K -4,559 -47%
KFA
2310
Kelleher Financial Advisors
New York
$527K +$42.7K +444 +9%
FA
2311
Faithward Advisors
Pennsylvania
$525K -$59.7K -620 -10%
WA
2312
Winfield Associates
Ohio
$524K -$144K -1,500 -22%
VA
2313
Valmark Advisers
Ohio
$520K +$44.3K +460 +9%
EW
2314
Element Wealth
Mississippi
$520K +$71.8K +746 +16%
BWA
2315
Burt Wealth Advisors
Maryland
$519K -$2.12K -22 -0.4%
AC
2316
Apella Capital
Connecticut
$519K +$53.4K +555 +11%
AFG
2317
Arkansas Financial Group
Arkansas
$519K +$519K +5,393 New
PCMC
2318
Paragon Capital Management (Colorado)
Colorado
$517K +$517K +5,367 New
CF
2319
Copperwynd Financial
Arizona
$516K -$8.67K -90 -2%
LF
2320
Lantz Financial
Illinois
$516K +$71.7K +745 +16%
RIM
2321
Redwood Investment Management
Arizona
$515K -$569K -5,913 -52%
SF
2322
Summit Financial
New Jersey
$514K – – –
CCA
2323
Column Capital Advisors
Indiana
$514K +$82.6K +857 +19%
BIA
2324
Bigelow Investment Advisors
Maine
$513K +$1.64K +17 +0.3%
GC
2325
Gilbert & Cook
Iowa
$513K +$41.1K +427 +9%
91 92
93
94 95