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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 %
AIA
2676
AIMZ Investment Advisors
California
$226K – – –
JC
2677
Jacobs & Co
California
$225K -$21.7K -231 -9%
HB
2678
Horizon Bancorp
Indiana
$225K – – –
JGIA
2679
Jackson Grant Investment Advisers
Connecticut
$223K +$470 +5 +0.2%
NC
2680
NovaPoint Capital
Georgia
$221K +$6.78K +72 +3%
CAGAS
2681
Capital Advisory Group Advisory Services
Minnesota
$221K +$208K +2,220 +1,657%
DCM
2682
Driehaus Capital Management
Illinois
$220K -$51K -543 -19%
HCL
2683
Heard Capital LLC
Illinois
$220K +$59.9K +637 +37%
DPI
2684
Diversified Portfolios Inc
Michigan
$218K +$218K +2,320 New
RWA
2685
Redhawk Wealth Advisors
Minnesota
$217K -$178K -1,889 -45%
CFO
2686
CVA Family Office
Colorado
$217K +$26.8K +285 +14%
TFA
2687
Transamerica Financial Advisors
Florida
$217K +$217K +2,304 New
BCA
2688
Biltmore Capital Advisors
New Jersey
$216K +$216K +2,296 New
AAIM
2689
Asset Advisors Investment Management
Georgia
$215K -$111K -1,182 -34%
PFA
2690
Pure Financial Advisors
California
$215K -$3.85K -41 -2%
WI
2691
Wedgewood Investors
Pennsylvania
$213K – – –
EP
2692
Elkhorn Partners
Nebraska
$213K +$1.89K +20 +0.9%
AMG
2693
Asset Management Group
Connecticut
$213K +$2.07K +22 +1%
RHJA
2694
Rice Hall James & Associates
California
$212K – – –
BJ
2695
Brouwer & Janachowski
California
$211K -$89.1K -945 -30%
LWS
2696
Lucia Wealth Services
California
$211K +$22.5K +239 +12%
NWA
2697
New World Advisors
Massachusetts
$210K -$105K -1,079 -33%
IIA
2698
ICW Investment Advisors
Arizona
$210K -$15.6K -165 -7%
WCWM
2699
Willow Creek Wealth Management
California
$210K -$13.7K -145 -6%
22CM
2700
20/20 Capital Management
California
$209K -$75.9K -765 -27%
106 107
108
109 110