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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 %
CMI
2501
Clare Market Investments
Texas
$364K +$94.4K +1,004 +35%
SQA
2502
Simon Quick Advisors
New Jersey
$363K -$21.2K -226 -6%
BRA
2503
Bender Robert & Associates
California
$363K -$20.7K -220 -5%
DE
2504
Day & Ennis
Georgia
$363K +$18.8K +200 +5%
GCP
2505
GSA Capital Partners
United Kingdom
$362K -$617K -6,559 -63%
FBB
2506
Fulton Breakefield Broenniman
Maryland
$361K -$10.1M -107,563 -97%
SIAS
2507
Shine Investment Advisory Services
Colorado
$361K -$10.4K -110 -3%
CIA
2508
Cascade Investment Advisors
Oregon
$359K +$6.59K +70 +2%
RWMH
2509
Riverpoint Wealth Management Holdings
Illinois
$359K +$1.32K +14 +0.4%
AMCA
2510
Arthur M. Cohen & Associates
Illinois
$358K -$416K -4,421 -54%
QGA
2511
Q Global Advisors
Texas
$358K +$358K +3,806 New
DAM
2512
Doheny Asset Management
California
$355K -$376K -4,000 -51%
IFG
2513
Investors Financial Group
Minnesota
$355K +$24.5K +261 +7%
MHR
2514
Matthew Hamilton Rosenberg
$355K +$28.2K +300 +9%
BCP
2515
Berkeley Capital Partners
Georgia
$354K -$263K -2,795 -43%
JCM
2516
Jag Capital Management
Missouri
$354K – – –
BAM
2517
Bellevue Asset Management
Washington
$354K – – –
SCA
2518
Stokes Capital Advisors
South Carolina
$354K +$354K +3,765 New
FWSM
2519
First Wilshire Securities Management
California
$352K -$8.65K -92 -2%
PLFAM
2520
Pineno Levin & Ford Asset Management
Virginia
$352K – – –
ACWM
2521
Adams Chetwood Wealth Management
North Carolina
$351K – – –
CC
2522
Callan Capital
California
$350K – – –
SCM
2523
Stonehearth Capital Management
Massachusetts
$350K -$56.7K -575 -14%
SL
2524
Summitry LLC
California
$349K +$3.01K +32 +0.9%
MFW
2525
Mosaic Family Wealth
Missouri
$349K +$18.8K +200 +6%
99 100
101
102 103