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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 %
GFPC
2576
Global Financial Private Client
Florida
$296K -$34.1K -366 -10%
DACG
2577
Donor Advised Charitable Giving
California
$296K – – –
JC
2578
Jentner Corp
Ohio
$296K – – –
FA
2579
Forefront Analytics
Pennsylvania
$296K +$1.88K +20 +0.6%
W
2580
WealthOne
New York
$293K +$54.7K +582 +23%
HA
2581
HYA Advisors
Missouri
$292K +$292K +3,103 New
BAMG
2582
Brand Asset Management Group
Missouri
$291K – – –
AC
2583
Avenir Corporation
Virginia
$290K -$13.1K -140 -4%
CG
2584
Corundum Group
Colorado
$289K -$14.8K -157 -5%
PCFFS
2585
Pacific Center for Financial Services
California
$289K +$131K +1,395 +83%
SSA
2586
South Street Advisors
New York
$288K +$56.1K +595 +24%
WFWM
2587
Wechter Feldman Wealth Management
New Jersey
$287K – – –
TPW
2588
Tiller Private Wealth
Pennsylvania
$287K – – –
RIS
2589
Retirement Income Solutions
Michigan
$286K -$95.1K -1,009 -25%
CFD
2590
Creative Financial Designs
Indiana
$286K +$173K +1,839 +154%
CCC
2591
Chelsea Counsel Company
California
$286K +$286K +3,044 New
NEPPG
2592
New England Professional Planning Group
Rhode Island
$284K -$46.6K -463 -14%
IFO
2593
Independent Family Office
New York
$283K +$30.6K +325 +12%
GAM
2594
Gemmer Asset Management
California
$282K -$8.74K -93 -3%
OKSA
2595
O'Keefe Stevens Advisory
New York
$282K +$282K +2,995 New
HC
2596
Hourglass Capital
Texas
$281K – – –
I2I
2597
Insight 2811 Inc
Illinois
$281K +$35.4K +361 +14%
SG
2598
Strid Group
Pennsylvania
$280K – – –
AWM
2599
Altus Wealth Management
Kentucky
$279K +$846 +9 +0.3%
SBA
2600
Secrest Blakey & Associates
North Carolina
$279K +$14.2K +151 +5%
102 103
104
105 106