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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 %
CAM
2826
ClariVest Asset Management
California
$9K +$2.66K +29 +42%
H
2827
Hexavest
Quebec, Canada
$8K -$39.3M -441,919 -100%
RIM
2828
Ranger Investment Management
Texas
$8K -$2.26K -24 -22%
ARIS
2829
Advanced Research Investment Solutions
California
$6.87K – – –
HF
2830
Halpern Financial
Virginia
$6.21K +$6.21K +66 New
TI
2831
tru Independence
Oregon
$5.86K +$41 +438 +0.7%
FCH
2832
Freestone Capital Holdings
Washington
$5.77K +$85 +907 +2%
JG
2833
Jefferies Group
New York
$5.26K -$9.68K -102,914 -65%
BCMIO
2834
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
BC
2835
Belmont Capital
California
$5K – – –
DCM
2836
Davis Capital Management
Florida
$3K – – –
MIM
2837
Macroview Investment Management
Maryland
$2K -$6.7K -67 -77%
CWA
2838
Carolina Wealth Advisors
South Carolina
$2K – – –
FIA
2839
FNY Investment Advisers
New York
$2K +$1.93K +29 +2,900%
UFF
2840
USA Financial Formulas
Michigan
$1K -$833 -10 -45%
MCM
2841
Moore Capital Management
New York
– -$75.6M -840,000 Closed
JCM
2842
Junto Capital Management
New York
– -$38.8M -430,474 Closed
ACL
2843
Azora Capital LP
Florida
– -$30.2M -335,788 Closed
RPI
2844
Railway Pension Investments
United Kingdom
– -$25.6M -284,200 Closed
LCM
2845
Lomas Capital Management
New York
– -$21.5M -239,296 Closed
PIA
2846
Piedmont Investment Advisors
North Carolina
– -$13.2M -147,115 Closed
AP
2847
Archon Partners
New Jersey
– -$9.86M -109,500 Closed
AGC
2848
Alden Global Capital
Florida
– -$9.58M -106,400 Closed
PC
2849
PointState Capital
New York
– -$8.85M -98,350 Closed
SFA
2850
Spectrum Financial Alliance
Kentucky
– -$8.16M -95,031 Closed
112 113
114
115 116