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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 %
AAP
2351
Arax Advisory Partners
Colorado
$487K +$17K +176 +4%
MCIA
2352
Mountain Capital Investment Advisors
Colorado
$486K -$82.7K -807 -15%
EC
2353
Estate Counselors
Wisconsin
$486K +$53.4K +555 +12%
RCA
2354
Rowland Carmichael Advisors
Arizona
$484K +$36.5K +379 +8%
GPWA
2355
Great Point Wealth Advisors
Massachusetts
$483K – – –
TIM
2356
Tortoise Investment Management
New York
$483K +$9.63K +100 +2%
SFA
2357
Semmax Financial Advisors
North Carolina
$483K +$35.8K +372 +8%
GA
2358
Greenhaven Associates
New York
$481K -$21.5M -223,725 -98%
JC
2359
JBF Capital
Colorado
$481K -$2.89M -30,000 -86%
PL
2360
Plancorp LLC
Missouri
$479K -$64.7K -673 -12%
SAG
2361
Spotlight Asset Group
Illinois
$479K +$50.5K +525 +12%
AW
2362
Alpha Windward
Massachusetts
$476K +$20.7K +215 +5%
CFD
2363
Creative Financial Designs
Indiana
$476K +$184K +1,906 +63%
WDA
2364
Wendell David Associates
New Hampshire
$475K – – –
BRG
2365
Bay Rivers Group
Virginia
$474K +$44.7K +464 +10%
CWM
2366
Centric Wealth Management
Illinois
$474K +$89.3K +788 +23%
AIA
2367
Alera Investment Advisors
Illinois
$473K +$13.3K +138 +3%
PWM
2368
PBMares Wealth Management
Virginia
$472K +$14.5K +151 +3%
SRSA
2369
S.R. Schill & Associates
Washington
$470K – – –
WC
2370
Westhampton Capital
North Carolina
$470K +$32.7K +340 +7%
TF
2371
TRH Financial
Iowa
$469K -$7.03K -73 -1%
DIM
2372
Delta Investment Management
California
$469K -$1.83K -19 -0.4%
OFW
2373
Omnia Family Wealth
Florida
$467K -$30K -312 -6%
GA
2374
Geller Advisors
New York
$466K -$26.6K -276 -5%
TCOO
2375
Trust Company of Oklahoma
Oklahoma
$465K +$465K +4,834 New
93 94
95
96 97