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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 %
CMA
2801
Cedar Mountain Advisors
Oregon
$32K +$5.25K +55 +20%
NIM
2802
NuWave Investment Management
New Jersey
$30K +$30K +310 New
HFS
2803
HBC Financial Services
Washington
$29K -$41.3K -419 -59%
RBC
2804
Roble Belko & Company
Pennsylvania
$29K – – –
WIM
2805
Westside Investment Management
California
$28.5K -$6.25K -700 -18%
RG
2806
Retirement Group
California
$28K +$28K +300 New
RWG
2807
Regal Wealth Group
California
$27K +$3.29K +35 +14%
IF
2808
Ironwood Financial
Arizona
$26K +$3.63K +38 +16%
MWC
2809
MBM Wealth Consultants
Missouri
$24K – – –
HIM
2810
Hillsdale Investment Management
Ontario, Canada
$23K -$105K -1,100 -82%
AWMS
2811
Advocacy Wealth Management Services
Georgia
$22K -$7.12K -77 -24%
HWM
2812
HighMark Wealth Management
Minnesota
$22K +$21.2K +320 +2,667%
AWM
2813
Avondale Wealth Management
Texas
$21K – – –
MWA
2814
MFA Wealth Advisors
Pennsylvania
$18.3K +$18.3K +195 New
TJHA
2815
Thomas J. Herzfeld Advisors
Florida
$18K +$3.77K +39 +27%
TWP
2816
TFO Wealth Partners
Ohio
$17K -$76.5K -792 -82%
YAL
2817
Your Advocates Ltd
Texas
$17K +$12.1K +125 +250%
NCM
2818
New Capital Management
Texas
$15K -$8.13K -84 -35%
NG
2819
NWK Group
California
$14K +$14K +150 New
MFT
2820
Moisand Fitzgerald Tamayo
Florida
$13K -$10.7K -110 -45%
T2I
2821
Turim 21 Investimentos
Brazil
$13K +$13K +135 New
TVWM
2822
Tower View Wealth Management
Wisconsin
$12K +$3.51K +38 +41%
WAMC
2823
Western Asset Management Company
California
$11K +$8.33K +81 +312%
CWM
2824
Cedar Wealth Management
California
$9K -$14.8K -155 -62%
RCC
2825
Red Cedar Capital
Nebraska
$9K – – –
111 112
113
114 115