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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 %
PJB
2926
Paul John Balson
California
– -$218K -2,423 Closed
SC
2927
Saturna Capital
Washington
– -$216K -2,401 Closed
CC
2928
Claybrook Capital
Massachusetts
– -$216K -2,400 Closed
AP
2929
Adero Partners
California
– -$214K -2,375 Closed
JFG
2930
JMG Financial Group
Illinois
– -$210K -2,328 Closed
WAM
2931
Wakefield Asset Management
Colorado
– -$209K -2,317 Closed
PCMK
2932
Paragon Capital Management (Kansas)
Kansas
– -$189K -2,095 Closed
WAOI
2933
Wealth Advisors of Iowa
Iowa
– -$182K -2,026 Closed
GSC
2934
G&S Capital
Colorado
– -$174K -1,940 Closed
AA
2935
Advisory Alpha
Michigan
– -$147K -1,647 Closed
BSG
2936
Black Swift Group
Colorado
– -$135K -1,500 Closed
NCM
2937
Next Capital Management
New York
– -$123K -1,370 Closed
CC
2938
Cognios Capital
Kansas
– -$105K -1,171 Closed
VCS
2939
Vaughan & Co Securities
New Jersey
– -$99.1K -1,101 Closed
MWM
2940
MBE Wealth Management
Wisconsin
– -$75K -844 Closed
AI
2941
ArchPoint Investors
Florida
– -$50K -550 Closed
SL
2942
Salomon & Ludwin
Virginia
– -$38K -424 Closed
LSA
2943
Lion Street Advisors
Texas
– -$37K -413 Closed
WCM
2944
Wealthcare Capital Management
Virginia
– -$26K -294 Closed
FG
2945
FSI Group
Ohio
– -$23K -257 Closed
FGAM
2946
Financial Gravity Asset Management
Texas
– -$16.5K -251 Closed
OFG
2947
OmniStar Financial Group
North Carolina
– -$20K -224 Closed
RCWMU
2948
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$18K -195 Closed
114 115 116 117
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