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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 %
PEA
2601
Pacific Edge Advisors
California
$278K -$5.65K -60 -2%
AIS
2602
American Investment Services
Massachusetts
$276K -$48.4K -515 -15%
DSAM
2603
Dock Street Asset Management
Florida
$276K +$31.3K +333 +13%
RIM
2604
Rockbridge Investment Management
New York
$276K +$276K +2,937 New
BCAM
2605
Boston Common Asset Management
Massachusetts
$275K -$39.9K -425 -13%
WA
2606
Wealth Advisors
California
$275K +$2.57K +27 +0.9%
CIM
2607
Confluence Investment Management
Missouri
$272K -$8.54K -91 -3%
HGWM
2608
Horst & Graben Wealth Management
Oregon
$270K +$270K +2,876 New
WR
2609
Watson Rebecca
$269K -$6.4K -68 -2%
TA
2610
Trellis Advisors
Washington
$269K +$7.26K +77 +3%
SAM
2611
SP Asset Management
California
$268K +$22.5K +239 +9%
CWM
2612
Cranbrook Wealth Management
Michigan
$267K – – –
LA
2613
Legacy Advisors
Pennsylvania
$266K -$582K -6,173 -69%
HWA
2614
Heartwood Wealth Advisors
Virginia
$266K – – –
CPC
2615
Consolidated Planning Corp
Georgia
$264K -$7.42K -79 -3%
AAM
2616
AMI Asset Management
California
$264K -$3.01K -32 -1%
CF
2617
Corrigan Financial
Rhode Island
$263K +$282 +3 +0.1%
BFIC
2618
Bedell Frazier Investment Counselling
California
$263K – – –
PFG
2619
PAX Financial Group
Texas
$263K +$263K +2,800 New
MMHP
2620
Murphy Middleton Hinkle & Parker
Georgia
$262K – – –
WAM
2621
Wolverine Asset Management
Illinois
$262K +$262K +2,790 New
POIA
2622
Pin Oak Investment Advisors
Texas
$261K – – –
MGWM
2623
Marks Group Wealth Management
Minnesota
$260K -$496K -5,280 -66%
FWCM
2624
First Western Capital Management
California
$260K – – –
HIS
2625
Harvest Investment Services
Illinois
$259K +$8.45K +90 +3%
103 104
105
106 107