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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 %
Financial Engines Advisors
2326
Financial Engines Advisors
California
$507K +$253K +2,625 +99%
RCM
2327
Requisite Capital Management
Texas
$505K -$242K -2,517 -32%
GG
2328
GenWealth Group
New Jersey
$505K – – –
SFM
2329
Signet Financial Management
New Jersey
$505K +$82.4K +822 +20%
SPI
2330
Santori & Peters Inc
Pennsylvania
$504K +$3.47K +36 +0.7%
CPSC
2331
Carl P. Sherr & Co
Massachusetts
$503K -$20.5K -213 -4%
FBT
2332
First Bank & Trust
South Dakota
$503K -$15.6K -162 -3%
LIA
2333
LBMC Investment Advisors
Tennessee
$503K – – –
HAS
2334
HBW Advisory Services
California
$502K +$21.2K +220 +4%
TC
2335
Truvestments Capital
Florida
$502K +$43.9K +457 +10%
BWM
2336
Baystate Wealth Management
Massachusetts
$501K -$224K -2,328 -31%
CFS
2337
CRA Financial Services
New Jersey
$501K -$48.7K -506 -9%
BFG
2338
Bouchey Financial Group
New York
$501K +$16.4K +170 +3%
LC
2339
Lindbrook Capital
California
$500K +$5.48K +57 +1%
EA
2340
Emerald Advisors
Washington
$500K +$12.3K +128 +3%
NFG
2341
Nations Financial Group
Iowa
$498K +$119K +1,240 +32%
HCM
2342
Hutchinson Capital Management
California
$497K – – –
PGA
2343
Portland Global Advisors
Maine
$497K +$2.6K +27 +0.5%
SA
2344
Shilanski & Associates
Alaska
$495K +$289 +3 +0.1%
VWM
2345
Vigilare Wealth Management
Arizona
$494K -$155K -1,612 -24%
MCA
2346
Morris Capital Advisors
Pennsylvania
$493K -$14.8K -154 -3%
CAM
2347
Costello Asset Management
Pennsylvania
$490K +$674 +7 +0.1%
FC
2348
Financial Consulate
Maryland
$490K +$10.3K +107 +2%
AAM
2349
Ascension Asset Management
New York
$489K +$489K +5,084 New
PCM
2350
Princeton Capital Management
New Jersey
$488K -$28K -291 -5%
92 93
94
95 96