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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
Susquehanna International Group
Pennsylvania
$786M
2
Capital International Investors
Capital International Investors
California
$2.98B
3
DCP
D1 Capital Partners
New York
$580M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$841M
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.57B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.09B
2
Capital World Investors
Capital World Investors
California
$6.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$21.8B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.22B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
376
Hartford Investment Management Co (HIMCO)
Connecticut
$31.2M -$7.64M -81,240 -20%
FT
377
Fiduciary Trust
Massachusetts
$31.1M -$395K -4,200 -1%
DCM
378
Donaldson Capital Management
Indiana
$31.1M +$3.34M +35,494 +12%
CRC
379
Curi RMB Capital
Illinois
$31M +$2.06M +21,937 +7%
PP
380
Palladium Partners
Virginia
$31M +$290K +3,085 +0.9%
ECP
381
Empyrean Capital Partners
California
$30.9M +$931K +9,894 +3%
BIAS
382
Beacon Investment Advisory Services
New Jersey
$30.6M -$616K -6,544 -2%
NLGIA
383
Nippon Life Global Investors Americas
New York
$30.5M -$3.51M -37,310 -10%
PFM
384
Parsec Financial Management
North Carolina
$30.4M +$740K +7,869 +2%
NA
385
NewEdge Advisors
Louisiana
$30.4M +$3.15M +33,532 +12%
CI
386
Clal Insurance
Israel
$30.1M +$29.1M +309,500 +3,095%
CIP
387
Chartwell Investment Partners
Pennsylvania
$29.6M +$1.67M +17,740 +6%
MNBTD
388
Moody National Bank Trust Division
Texas
$29.3M -$94.9K -1,009 -0.3%
WA
389
WestEnd Advisors
North Carolina
$29.2M +$672K +7,147 +2%
CLG
390
Cooperman Leon G
$29.2M +$12.2M +130,000 +72%
MCM
391
MAI Capital Management
Ohio
$29.1M +$2.13M +22,654 +8%
CAG
392
Crestwood Advisors Group
Massachusetts
$29.1M -$113K -1,198 -0.4%
NIM
393
Nexus Investment Management
Ontario, Canada
$28.9M +$277K +2,950 +1%
CPSAC
394
Chas P. Smith & Associates (CPS)
Florida
$28.9M +$390K +4,143 +1%
LWCA
395
Locust Wood Capital Advisers
New York
$28.7M +$424K +4,510 +2%
WSFS
396
Wilmington Savings Fund Society
Delaware
$28.6M -$3.91M -41,579 -12%
IC
397
InterOcean Capital
Illinois
$28.6M +$1.16M +12,384 +4%
DILIC
398
Dai-ichi Life Insurance Company
Japan
$28.3M -$2.69M -28,604 -9%
RJT
399
Raymond James Trust
Florida
$28.3M +$1.06M +11,230 +4%
CGH
400
Crossmark Global Holdings
Texas
$28.3M +$7.73M +82,174 +38%
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