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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 %
NFSG
2426
Newbridge Financial Services Group
Florida
$411K +$411K +4,272 New
EIA
2427
Edgemoor Investment Advisors
Maryland
$410K -$6.64K -69 -2%
HI
2428
Harrington Investments
California
$410K -$2.89K -30 -0.7%
HCM
2429
Hutner Capital Management
Vermont
$410K +$410K +4,264 New
FNC
2430
First National Corp
Massachusetts
$409K -$18.5K -151 -4%
NVIM
2431
New Vernon Investment Management
Illinois
$409K – – –
PC
2432
Permit Capital
Pennsylvania
$408K – – –
DAM
2433
Deltec Asset Management
New York
$407K – – –
SFA
2434
Stewardship Financial Advisors
Georgia
$406K -$169K -1,757 -29%
LI
2435
LVZ Inc
Michigan
$406K +$193 +2 +0%
SL
2436
Summitry LLC
California
$405K +$48.1K +500 +13%
JJ
2437
JDC-JSC
New York
$404K -$173K -1,800 -30%
EI
2438
Ellevest Inc
New York
$399K +$12.2K +127 +3%
MAM
2439
Mark Asset Management
New York
$398K – – –
SSA
2440
Schonfeld Strategic Advisors
New York
$396K -$9.75M -101,137 -96%
RBCM
2441
Raub Brock Capital Management
California
$395K – – –
NG
2442
Northstar Group
New York
$393K +$866 +9 +0.2%
JLBC
2443
J.L. Bainbridge & Co
Florida
$392K -$13.3K -138 -3%
TI
2444
Truehand Inc
New Hampshire
$392K – – –
GC
2445
Garde Capital
Washington
$392K +$187K +1,940 +91%
DCM
2446
Dimension Capital Management
Florida
$391K -$280K -2,896 -42%
GC
2447
Grace Capital
Massachusetts
$389K +$13.5K +140 +4%
SAM
2448
S.A. Mason
Michigan
$387K – – –
CCT
2449
Capital City Trust
Florida
$385K +$36.8K +382 +11%
WB
2450
West Bancorporation
Iowa
$384K +$3.28K +34 +0.9%
96 97
98
99 100