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JPMorgan Chase
JPM

Overview Fund Activity

2,838 hedge funds and large institutions have $202B invested in JPMorgan Chase in 2020 Q2 according to their latest regulatory filings, with 202 funds opening new positions, 1,432 increasing their positions, 993 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,838
Holders Change
+65
Holders Change %
+2.34%
% of All Funds
58.34%
Holding in Top 10
335
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-24.38%
% of All Funds
6.89%
New
202
Increased
1,432
Reduced
993
Closed
108
Calls
$3.66B
Puts
$5.26B
Net Calls
-$1.6B
Net Calls Change
-$370M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$754M
2
Capital International Investors
Capital International Investors
California
+$628M
3
DCP
D1 Capital Partners
New York
+$580M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$422M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$375M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$3.34B
2
Capital World Investors
Capital World Investors
California
-$1.71B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.21B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.12B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
2476
Financial Management Professionals
Texas
$381K +$150K +1,594 +65%
MWM
2477
Merriman Wealth Management
Washington
$380K -$210K -2,238 -36%
AWM
2478
Atticus Wealth Management
Florida
$380K -$7.72K -82 -2%
SLG
2479
Stanley-Laman Group
Pennsylvania
$379K +$379K +4,031 New
SAM
2480
S.A. Mason
Michigan
$378K -$8.94K -95 -2%
EI
2481
Ellevest Inc
New York
$378K +$116K +1,236 +44%
NERM
2482
New England Research & Management
Illinois
$378K +$378K +4,023 New
OHS
2483
Odey Holdings (Switzerland)
Switzerland
$376K +$37.6K +400 +11%
TWM
2484
Titus Wealth Management
California
$376K +$70.1K +746 +23%
RCA
2485
Reitz Capital Advisors
Michigan
$376K +$142K +1,509 +61%
TFF
2486
The Family Firm
Maryland
$375K -$218K -2,318 -37%
FCM
2487
Firestone Capital Management
Florida
$372K +$23.7K +252 +7%
APW
2488
Austin Private Wealth
Texas
$372K +$25.8K +274 +7%
WB
2489
West Bancorporation
Iowa
$372K +$65.9K +700 +22%
NFG
2490
Nations Financial Group
Iowa
$370K -$27.5K -292 -7%
ARMC
2491
American Research & Management Company
Massachusetts
$370K +$11.1K +118 +3%
SFG
2492
Sunburst Financial Group
Alabama
$369K +$31.5K +334 +9%
WA1
2493
Wimmer Associates 1
California
$368K -$108K -1,075 -23%
GC
2494
Grace Capital
Massachusetts
$367K -$489K -5,206 -57%
PCTC
2495
Perkins Coie Trust Company
Washington
$367K -$150K -1,596 -29%
PCC
2496
Park Circle Company
Maryland
$367K – – –
TSS
2497
Thomas Story & Son
Indiana
$365K – – –
SDWMA
2498
Schneider Downs Wealth Management Advisors
Pennsylvania
$364K +$14.1K +150 +4%
KFA
2499
Krane Funds Advisors
New York
$364K +$364K +3,867 New
UWPG
2500
Ullmann Wealth Partners Group
Florida
$364K +$364K +3,874 New
98 99
100
101 102