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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 %
MF
2701
Manchester Financial
California
$209K +$12.1K +129 +6%
CA
2702
Capital Advantage
California
$208K +$375 +4 +0.2%
VAG
2703
VisionPoint Advisory Group
Texas
$207K -$356K -3,617 -63%
HCP
2704
Holt Capital Partners
Texas
$207K +$207K +2,200 New
AIA
2705
Angeles Investment Advisors
California
$207K +$207K +2,203 New
KBFS
2706
Kohmann Bosshard Financial Services
Ohio
$206K +$3.02K +32 +1%
LWA
2707
Lenox Wealth Advisors
New York
$206K +$21.4K +227 +12%
CANY
2708
Caxton Associates (New York)
New York
$205K -$53.7M -570,177 -100%
AWM
2709
Adams Wealth Management
Utah
$205K +$205K +2,176 New
CICI
2710
Capital Investment Counsel Inc
North Carolina
$204K -$31.5K -335 -13%
RHFI
2711
Reilly Herbert Faulkner III
$202K -$9.4K -100 -4%
SNBOSCI
2712
Security National Bank of Sioux City Iowa
Iowa
$202K +$202K +2,153 New
MWM
2713
MinichMacGregor Wealth Management
New York
$202K +$202K +2,157 New
HWA
2714
Hilltop Wealth Advisors
North Carolina
$201K -$85K -903 -30%
SFWC
2715
Strategic Family Wealth Counselors
New Jersey
$200K +$200K +2,126 New
GC
2716
Garde Capital
Washington
$200K +$200K +2,128 New
DBRC
2717
D.B. Root & Company
Pennsylvania
$200K +$200K +2,135 New
ICM
2718
Islay Capital Management
Texas
$196K -$1.32K -14 -0.7%
MWP
2719
Meridian Wealth Partners
Pennsylvania
$192K +$11.4K +121 +6%
ACA
2720
Atlas Capital Advisors
Wyoming
$192K -$385K -4,094 -67%
AC
2721
AlphaCore Capital
California
$191K +$16.2K +172 +9%
MLFP
2722
MPS Loria Financial Planners
Illinois
$191K +$191K +2,026 New
FWM
2723
FSA Wealth Management
Massachusetts
$190K -$11.5K -123 -6%
TCCM
2724
Timber Creek Capital Management
Massachusetts
$189K -$9.37K -100 -5%
HGWM
2725
Harvest Group Wealth Management
Massachusetts
$189K +$51.5K +547 +37%
107 108
109
110 111