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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 %
MWM
2451
Merriman Wealth Management
Washington
$383K -$6.46K -67 -2%
UWPG
2452
Ullmann Wealth Partners Group
Florida
$383K +$9.64K +100 +3%
IFG
2453
Investors Financial Group
Minnesota
$383K +$19.6K +204 +5%
FCIM
2454
Fairview Capital Investment Management
California
$382K -$67.8K -706 -15%
ARMC
2455
American Research & Management Company
Massachusetts
$382K +$2.99K +31 +0.8%
PM
2456
Parametrica Management
Hong Kong
$380K -$572K -5,934 -60%
MFW
2457
Mosaic Family Wealth
Missouri
$380K +$22.2K +230 +6%
SBWM
2458
Sunflower Bank Wealth Management
Arizona
$379K -$86.6K -900 -19%
EA
2459
Elm Advisors
California
$379K -$23.1K -240 -6%
RIM
2460
Rockbridge Investment Management
New York
$379K +$96K +996 +34%
EWA
2461
Evolution Wealth Advisors
Florida
$377K +$130K +1,355 +53%
PCC
2462
Park Circle Company
Maryland
$375K – – –
BWCS
2463
Beirne Wealth Consulting Services
Connecticut
$375K +$375K +3,896 New
TSS
2464
Thomas Story & Son
Indiana
$374K – – –
SDWMA
2465
Schneider Downs Wealth Management Advisors
Pennsylvania
$374K +$1.92K +20 +0.5%
CA
2466
Crewe Advisors
Utah
$373K +$39.4K +409 +12%
FDS
2467
Freedom Day Solutions
Texas
$372K -$22K -228 -6%
DE
2468
Day & Ennis
Georgia
$372K – – –
LB
2469
Leo Brokerage
Texas
$372K +$372K +3,951 New
FCM
2470
Firestone Capital Management
Florida
$371K -$9.63K -100 -3%
DW
2471
Domani Wealth
Pennsylvania
$369K -$41.3K -429 -10%
BRA
2472
Bender Robert & Associates
California
$369K -$3.37K -35 -0.9%
ISWM
2473
Independent Solutions Wealth Management
New York
$368K -$27.7K -288 -7%
SIAS
2474
Shine Investment Advisory Services
Colorado
$368K -$963 -10 -0.3%
CG
2475
Corundum Group
Colorado
$368K +$72.3K +751 +24%
97 98
99
100 101