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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 %
TFA
2751
Toth Financial Advisory
Virginia
$120K -$27K -286 -18%
C
2752
Cerebellum
California
$119K +$119K +1,117 New
KFS
2753
Kelly Financial Services
Massachusetts
$118K +$846 +9 +0.7%
PO
2754
Private Ocean
California
$118K -$13K -138 -10%
DTIM
2755
Danda Trouve Investment Management
Kansas
$114K -$29.4K -312 -21%
CFN
2756
Cordasco Financial Network
Florida
$109K – – –
TCM
2757
TD Capital Management
Tennessee
$107K +$9.52K +101 +10%
APW
2758
Acima Private Wealth
Virginia
$105K – – –
HFA
2759
HC Financial Advisors
California
$105K – – –
ST
2760
Sageworth Trust
Pennsylvania
$105K +$3.39K +36 +3%
PP
2761
PrairieView Partners
Minnesota
$104K +$94 +1 +0.1%
JPLA
2762
Joseph P. Lucia & Associates
New York
$104K +$188 +2 +0.2%
CA
2763
Centerpoint Advisors
Massachusetts
$102K +$5.16K +55 +5%
LGWM
2764
Litman Gregory Wealth Management
California
$100K – – –
HWM
2765
Holloway Wealth Management
Florida
$99K -$90K – –
LAM
2766
Lountzis Asset Management
Pennsylvania
$99K +$99K +1,050 New
Loomis, Sayles & Company
2767
Loomis, Sayles & Company
Massachusetts
$98K -$5.28K -56 -5%
DOA
2768
D'Orazio & Associates
Virginia
$94K +$20.6K +218 +28%
WC
2769
Wexford Capital
Florida
$94K +$94K +1,000 New
IWP
2770
IAG Wealth Partners
Wisconsin
$92K -$1.7K -18 -2%
CCM
2771
Cribstone Capital Management
Maine
$88K +$2.35K +25 +3%
APC
2772
Aspire Private Capital
North Carolina
$88K +$7.96K +85 +10%
HFM
2773
Harvest Fund Management
China
$86K -$63.9K -692 -43%
OAJ
2774
Ogorek Anthony Joseph
New York
$86K – – –
MSFP
2775
Mark Sheptoff Financial Planning
Connecticut
$79K -$9.41K -100 -11%
109 110
111
112 113