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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 %
P
2401
&Partners
Tennessee
$436K -$41.4K -430 -9%
HA
2402
HYA Advisors
Missouri
$435K +$136K +1,410 +45%
LCP
2403
Legacy Capital Partners
Wisconsin
$434K -$4.82K -50 -1%
TWP
2404
Tempus Wealth Planning
California
$434K – – –
SC
2405
Sepio Capital
Utah
$433K +$433K +4,500 New
OAM
2406
Oberweis Asset Management
Illinois
$431K +$385 +4 +0.1%
FMP
2407
Financial Management Professionals
Texas
$431K +$40.8K +423 +10%
FWM
2408
Filbrandt Wealth Management
Wisconsin
$430K +$25.5K +265 +6%
WQ
2409
Wealth Quarterback
New Jersey
$427K – – –
FVWA
2410
Foster Victor Wealth Advisors
South Carolina
$426K -$96.4K -1,002 -18%
VFPI
2411
Vantage Financial Partners (Illinois)
Illinois
$426K +$19.3K +200 +5%
AAM
2412
AMI Asset Management
California
$425K +$154K +1,603 +57%
PAM
2413
Premier Asset Management
Illinois
$424K +$424K +4,404 New
RSVP
2414
Ramsay Stattman Vela & Price
Colorado
$423K – – –
ACM
2415
AUA Capital Management
Pennsylvania
$422K +$91.8K +954 +28%
GWM
2416
Gray Wealth Management
Maine
$421K -$8.64K -90 -2%
NWS
2417
Newport Wealth Strategies
California
$420K -$4.76K -49 -1%
MFGP
2418
Marshall Financial Group (Pennsylvania)
Pennsylvania
$420K +$1.73K +18 +0.4%
HWA
2419
HHM Wealth Advisors
Tennessee
$418K +$5K +52 +1%
HAFS
2420
Hapanowicz & Associates Financial Services
Pennsylvania
$418K +$418K +4,340 New
GSAM
2421
Grant Street Asset Management
Pennsylvania
$417K – – –
CMI
2422
Clare Market Investments
Texas
$415K +$42.6K +442 +11%
RPWA
2423
Regent Peak Wealth Advisors
Georgia
$415K -$37.6K -391 -8%
EBSAM
2424
Eubel Brady & Suttman Asset Management
Ohio
$415K +$3.76K +39 +0.9%
EIA
2425
Eldridge Investment Advisors
New Hampshire
$413K -$1.92K -20 -0.5%
95 96
97
98 99