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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 %
SAMH
401
Shanda Asset Management Holdings
British Virgin Islands
$28.2M +$11.5M +122,780 +69%
MLL
402
Moody Lynn & Lieberson
Massachusetts
$28.1M +$5.19M +55,146 +23%
ANI
403
American National Insurance
Texas
$27.7M – – –
DADC
404
D.A. Davidson & Co
Montana
$27.7M -$4.63M -49,228 -14%
B
405
BP
United Kingdom
$27.6M -$1.5M -16,000 -5%
GT
406
Glenview Trust
Kentucky
$27.6M +$106K +1,130 +0.4%
CIC
407
Carnegie Investment Counsel
Ohio
$27.5M +$966K +10,276 +4%
PAG
408
Private Advisor Group
New Jersey
$27.4M +$3.74M +40,607 +16%
LCS
409
Levin Capital Strategies
New York
$27.3M +$167K +1,780 +0.6%
QAM
410
QCI Asset Management
New York
$27.2M +$5.08M +53,977 +23%
WRF
411
Waddell & Reed Financial
Kansas
$27.2M -$2.45M -26,003 -8%
RMA
412
Roffman Miller Associates
Pennsylvania
$27.1M +$409K +4,351 +2%
CSS
413
Cubist Systematic Strategies
Connecticut
$27.1M +$1.96M +20,827 +8%
HIIFS
414
Harel Insurance Investments & Financial Services
Israel
$26.9M +$5.83M +62,032 +28%
SAM
415
Securian Asset Management
Minnesota
$26.7M -$2.52M -26,777 -9%
Holocene Advisors
416
Holocene Advisors
New York
$26.4M +$2.11M +22,438 +9%
ZIC
417
ZWJ Investment Counsel
Georgia
$26.3M +$589K +6,257 +2%
OPERF
418
Oregon Public Employees Retirement Fund
Oregon
$26.2M -$1.75M -18,586 -6%
Nomura Holdings
419
Nomura Holdings
Japan
$26.2M +$24.5M +256,159 +1,446%
PC
420
PM Capital
Australia
$26.2M +$988K +10,500 +4%
FNBOO
421
First National Bank of Omaha
Nebraska
$26.1M +$618K +6,572 +2%
SI
422
Stephens Inc
Arkansas
$26M -$62.4K -663 -0.2%
BAPIM
423
British Airways Pensions Investment Management
United Kingdom
$25.9M +$1.74M +18,530 +7%
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$25.8M +$3.53M +37,550 +16%
NSLI
425
Nan Shan Life Insurance
Taiwan
$25.7M +$25.7M +273,284 New
15 16
17
18 19