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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 %
CM
2376
Columbus Macro
Pennsylvania
$465K -$68.5K -711 -13%
WA1
2377
Wimmer Associates 1
California
$465K +$113K +1,175 +32%
LC
2378
Landaas & Company
Wisconsin
$464K +$204K +2,123 +79%
MTC
2379
McDaniel Terry & Co
Texas
$462K – – –
GWSG
2380
GPS Wealth Strategies Group
Colorado
$461K +$461K +4,789 New
MPW
2381
Monterey Private Wealth
California
$458K +$41.2K +428 +10%
GIA
2382
Gladstone Institutional Advisory
Florida
$456K +$33.8K +351 +8%
GCM
2383
Gladius Capital Management
Illinois
$456K +$456K +4,732 New
RTS
2384
Round Table Services
New Jersey
$455K -$46.5K -483 -9%
MA
2385
MONECO Advisors
Connecticut
$455K +$8.58K +89 +2%
GHAM
2386
Gilman Hill Asset Management
Connecticut
$454K +$60.2K +625 +15%
ACM
2387
AlphaCrest Capital Management
New York
$452K -$3.75M -38,932 -89%
OWA
2388
Outlook Wealth Advisors
Texas
$451K +$34.6K +360 +8%
HCL
2389
Heard Capital LLC
Illinois
$450K +$225K +2,333 +100%
FCFS
2390
First Command Financial Services
Texas
$449K -$70.3K -731 -14%
FCB
2391
First Command Bank
Texas
$449K -$70.3K -731 -14%
VC
2392
Vicus Capital
Pennsylvania
$448K -$17.7K -184 -4%
CCMW
2393
Cypress Capital Management (Wyoming)
Wyoming
$446K – – –
RHDIC
2394
R.H. Dinel Investment Counsel
California
$444K -$119K -1,230 -21%
AIA
2395
Arbor Investment Advisors
North Carolina
$444K +$385 +4 +0.1%
SFG
2396
SNS Financial Group
Minnesota
$443K +$1.16K +12 +0.3%
CRCM
2397
Corbett Road Capital Management
Virginia
$442K +$46.9K +526 +12%
GWS
2398
Glassman Wealth Services
Virginia
$441K +$26.1K +271 +6%
FHC
2399
First Heartland Consultants
Missouri
$439K -$63.1K -656 -13%
CMANY
2400
Capital Management Associates (New York)
New York
$436K -$677K -7,025 -61%
94 95
96
97 98