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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
$786M
2
Capital International Investors
Capital International Investors
California
$2.98B
3
DCP
D1 Capital Partners
New York
$580M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$841M
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.57B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.09B
2
Capital World Investors
Capital World Investors
California
$6.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$21.8B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.22B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
2551
Silversage Advisors
California
$320K +$409 +3 +0.1%
HHAM
2552
HITE Hedge Asset Management
Massachusetts
$319K – – –
CWC
2553
Carolinas Wealth Consulting
North Carolina
$318K +$69.9K +743 +28%
SVCP
2554
Silicon Valley Capital Partners
California
$316K +$82.9K +881 +36%
IGGA
2555
Iron Gate Global Advisors
Utah
$316K +$316K +3,355 New
HA
2556
HC Advisors
Georgia
$316K +$316K +3,358 New
BBA
2557
Braun-Bostich & Associates
Pennsylvania
$314K – – –
MPW
2558
MA Private Wealth
California
$314K +$752 +8 +0.2%
AO
2559
Advisor OS
Illinois
$314K +$314K +3,339 New
MCM
2560
Marathon Capital Management
Maryland
$311K +$21.8K +232 +8%
PIA
2561
Powell Investment Advisors
Florida
$310K – – –
JI
2562
Jeereddi Investments
California
$310K +$310K +3,300 New
FI
2563
Fosun International
China
$309K -$359K -3,860 -54%
FPA
2564
First Pacific Advisors
California
$309K -$292K -3,100 -49%
EPA
2565
Element Pointe Advisors
Florida
$307K +$78.7K +837 +34%
PWS
2566
Private Wealth Strategies
Ohio
$306K +$306K +3,250 New
MWP
2567
Moller Wealth Partners
$305K -$61.8K -658 -17%
WFM
2568
Wolff Financial Management
Michigan
$304K – – –
CC
2569
Capital Counsel
New York
$303K -$190K -2,018 -39%
FIA
2570
Foundations Investment Advisors
Arizona
$302K +$6.95K +75 +2%
SAM
2571
Summit Asset Management
Tennessee
$302K +$29.6K +315 +11%
TIM
2572
Total Investment Management
Arizona
$300K +$23.9K +254 +9%
FSC
2573
Full Sail Capital
Oklahoma
$298K -$1.51K -15 -0.5%
PAA
2574
Peregrine Asset Advisers
Oregon
$297K -$200K -2,133 -40%
BCB
2575
Brian C. Broderick
$297K – – –
101 102
103
104 105