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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
1
Susquehanna International Group
Pennsylvania
$786M
2
Capital International Investors
2
Capital International Investors
California
$2.98B
3
DCP
3
D1 Capital Partners
New York
$580M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$841M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.57B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.09B
2
Capital World Investors
2
Capital World Investors
California
$6.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.8B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.22B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
2651
Campbell & Co Investment Adviser
Maryland
$246K +$246K +2,617 New
RWM
2652
Reston Wealth Management
Virginia
$245K +$6.68K +71 +3%
MAM
2653
Marotta Asset Management
Virginia
$245K -$18.9K -201 -7%
LDFR
2654
Lehman & Derafelo Financial Resources
Pennsylvania
$243K -$74.7K -794 -24%
EWA
2655
Evolution Wealth Advisors
Florida
$241K -$2.31M -24,575 -91%
AWS
2656
Arkfeld Wealth Strategies
Nebraska
$241K +$241K +2,567 New
BWA
2657
Beam Wealth Advisors
Louisiana
$238K -$17.8K -187 -7%
CFG
2658
Capstone Financial Group
Oklahoma
$236K +$139K +1,500 +142%
AA
2659
AlphaMark Advisors
Kentucky
$235K -$3.1K -33 -1%
WCG
2660
Weaver Consulting Group
California
$235K +$50.7K +539 +27%
IP
2661
Isthmus Partners
Wisconsin
$234K -$4.7K -50 -2%
TC
2662
Tatro Capital
Kentucky
$232K -$123K -1,306 -35%
LIM
2663
Lathrop Investment Management
Arkansas
$232K +$232K +2,462 New
RI
2664
Rudd International
Florida
$231K -$58K -619 -20%
AFA
2665
Atlanta Financial Associates
Georgia
$231K +$11.7K +124 +5%
LWM
2666
Lenox Wealth Management
Ohio
$231K +$28.8K +306 +14%
FNBOH
2667
First National Bank of Hutchinson
Kansas
$230K -$56.3K -598 -20%
GAMC
2668
Garner Asset Management Corp
Texas
$230K +$188 +2 +0.1%
VCWA
2669
Vanguard Capital Wealth Advisors
Colorado
$230K +$230K +2,455 New
KFS
2670
Kurt F. Somerville
$229K – – –
FA
2671
Financial Advisors
Massachusetts
$229K +$229K +2,438 New
CFSG
2672
Community Financial Services Group
Vermont
$228K -$104K -1,108 -31%
WFA
2673
Wellspring Financial Advisors
Ohio
$228K -$46.2K -492 -17%
AL
2674
Arnhold LLC
New York
$227K – – –
MAG
2675
Mayfair Advisory Group
Alabama
$227K +$227K +2,418 New
105 106
107
108 109