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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 %
ACM
2526
Alethea Capital Management
Washington
$348K – – –
RC
2527
Rovin Capital
Arizona
$347K +$74.6K +792 +27%
DWA
2528
Dougherty Wealth Advisers
Minnesota
$346K +$658 +7 +0.2%
SWRP
2529
Summit Wealth & Retirement Planning
California
$345K -$19.8K -210 -5%
BFA
2530
Beacon Financial Advisory
Ohio
$345K +$65.8K +701 +24%
SWK
2531
Stephen W. Kidder
$342K – – –
CCT
2532
Capital City Trust
Florida
$339K -$108K -1,150 -24%
TF
2533
Trek Financial
Arizona
$338K -$6.3K -67 -2%
FP
2534
Financial Perspectives
Minnesota
$337K – – –
WWM
2535
WT Wealth Management
Arizona
$336K +$14.6K +155 +5%
SLA
2536
Silver Lake Advisory
Utah
$334K +$1.98K +21 +0.6%
NIC
2537
Northwest Investment Counselors
Oregon
$332K +$188 +2 +0.1%
PWM
2538
PRW Wealth Management
Massachusetts
$331K -$2.45K -26 -0.7%
HWM
2539
Howard Wealth Management
Connecticut
$330K -$4.7K -50 -1%
QCMC
2540
Quantum Capital Management (California)
California
$329K +$1.22K +13 +0.4%
FNC
2541
First National Corp
Massachusetts
$328K +$73.8K +784 +29%
CA
2542
Crewe Advisors
Utah
$326K – – –
SNBOSD
2543
Security National Bank of So Dak
Iowa
$325K – – –
WCA
2544
Windsor Creek Advisors
Vermont
$323K -$354K -3,760 -52%
ACM
2545
AUA Capital Management
Pennsylvania
$323K -$82.4K -875 -20%
HCA
2546
Heck Capital Advisors
Wisconsin
$322K +$75.8K +806 +31%
NED
2547
Nancy E. Dempze
$321K -$282K -3,000 -47%
BWM
2548
BT Wealth Management
Georgia
$321K – – –
SWG
2549
Summit Wealth Group
Vermont
$321K +$23.5K +250 +8%
CWM
2550
Centric Wealth Management
Illinois
$320K -$74.2K -788 -19%
100 101
102
103 104