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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 %
CC
2726
Colrain Capital
Massachusetts
$188K -$188K -2,000 -50%
TCM
2727
Tradewinds Capital Management
Washington
$188K -$1.13K -12 -0.6%
TCM
2728
Tanaka Capital Management
New York
$181K -$1.13K -12 -0.6%
LD
2729
Lipe & Dalton
New York
$180K +$9.4K +100 +6%
SLF
2730
Sun Life Financial
Ontario, Canada
$176K -$753 -8 -0.4%
LF
2731
Lee Financial
Texas
$174K +$65.7K +700 +61%
DI
2732
Disciplined Investments
Oklahoma
$173K -$17.6K -187 -9%
CWM
2733
Campbell Wealth Management
Virginia
$162K +$162K +1,718 New
RPAM
2734
Rhenman & Partners Asset Management
Sweden
$162K +$162K +1,723 New
SFPG
2735
Stonebridge Financial Planning Group
Florida
$158K -$9.11K -98 -5%
SIS
2736
Sound Income Strategies
Florida
$158K +$15.5K +164 +11%
CPA
2737
Cowen Prime Advisors
New York
$157K -$1.12M -9,934 -88%
SL
2738
Savior LLC
Massachusetts
$157K -$930K -9,877 -86%
KC
2739
Knuff & Co
California
$157K -$527K -5,592 -77%
HCM
2740
Horrell Capital Management
Arkansas
$155K – – –
CYG
2741
Clean Yield Group
Vermont
$153K -$20.4K -217 -12%
BC
2742
Barnett & Company
Tennessee
$148K -$26.5K -282 -15%
LS
2743
Leelyn Smith
Illinois
$148K – – –
EMFAT
2744
Emerald Mutual Fund Advisers Trust
Pennsylvania
$148K +$148K +1,571 New
MAM
2745
Marquette Asset Management
Minnesota
$147K – – –
SC
2746
Solstein Capital
California
$131K -$9.42K -100 -7%
HFA
2747
Hoover Financial Advisors
Pennsylvania
$131K +$131K +1,390 New
RFWA
2748
RPg Family Wealth Advisory
Massachusetts
$122K -$8K -85 -6%
NC
2749
NewSquare Capital
Pennsylvania
$122K -$52.1K -553 -30%
FFW
2750
Fusion Family Wealth
New York
$122K – – –
108 109
110
111 112