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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 %
AIC
2876
Archer Investment Corporation
Indiana
– -$1.37M -15,223 Closed
SMH
2877
Sanders Morris Harris
Texas
– -$24K -15,087 Closed
RCIM
2878
Russell Clark Investment Management
United Kingdom
– -$1.35M -15,000 Closed
KJWM
2879
Kiley Juergens Wealth Management
Washington
– -$1.03M -11,451 Closed
PD
2880
Planning Directions
Pennsylvania
– -$1.02M -11,366 Closed
CC
2881
Centiva Capital
New York
– -$1.01M -11,221 Closed
CCM
2882
Cox Capital Management
Massachusetts
– -$1.54M -11,053 Closed
FC
2883
FORA Capital
Florida
– -$993K -11,028 Closed
WIA
2884
Westbourne Investment Advisors
Maryland
– -$984K -10,930 Closed
SPFA
2885
Summit Place Financial Advisors
New Jersey
– -$948K -10,535 Closed
HCA
2886
Hyperion Capital Advisors
New York
– -$936K -10,400 Closed
AIS
2887
Accurate Investment Solutions
Pennsylvania
– -$901K -10,004 Closed
EMG
2888
Ellington Management Group
Connecticut
– -$891K -9,900 Closed
WCAMG
2889
Woodard & Company Asset Management Group
North Carolina
– -$875K -9,721 Closed
GCA
2890
Genesee Capital Advisors
New York
– -$770K -8,561 Closed
MTIM
2891
Marathon Trading Investment Management
Pennsylvania
– -$632K -7,018 Closed
AA
2892
Altman Advisors
Illinois
– -$615K -6,830 Closed
ACP
2893
Aveo Capital Partners
Colorado
– -$530K -5,889 Closed
GI
2894
Glovista Investments
New Jersey
– -$526K -5,844 Closed
MS
2895
Maven Securities
Jersey
– -$514K -5,712 Closed
B
2896
Bellecapital
Switzerland
– -$481K -5,341 Closed
OEP
2897
Ocean Endowment Partners
Illinois
– -$476K -5,283 Closed
CHP
2898
Cable Hill Partners
Oregon
– -$461K -5,117 Closed
FLII
2899
First Long Island Investors
New York
– -$457K -5,072 Closed
DA
2900
DCF Advisers
Connecticut
– -$450K -5,000 Closed
114 115
116
117 118