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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 %
DIA
426
Dana Investment Advisors
Wisconsin
$25.7M -$2M -21,221 -7%
BSA
427
Braun Stacey Associates
New York
$25.5M +$736K +7,825 +3%
AA
428
Ancora Advisors
Ohio
$25.5M +$1.31M +13,951 +5%
NSIM
429
North Star Investment Management
Illinois
$25.5M +$3.76M +39,970 +17%
CP
430
Cumberland Partners
Ontario, Canada
$25.4M +$700K +7,444 +3%
SPIA
431
Steward Partners Investment Advisory
New York
$25.3M +$2.59M +27,536 +11%
ISL
432
Ingalls & Snyder LLC
New York
$25.1M +$2.5M +26,570 +11%
CM
433
Castleark Management
Illinois
$24.8M +$8.15M +86,640 +49%
BPB
434
Badgley, Phelps & Bell
Washington
$24.8M +$130K +1,387 +0.5%
RMDI
435
R.M. Davis Inc
Maine
$24.7M +$2.11M +22,386 +9%
CAI
436
Capital Advisors Inc
Oklahoma
$24.7M +$4.96M +50,968 +25%
MIH
437
Meitav Investment House
Israel
$24.7M +$4.85M +51,567 +24%
WIM
438
Weitz Investment Management
Nebraska
$24.6M -$4.7M -50,000 -16%
CM
439
Corvex Management
New York
$24.6M +$24.6M +262,000 New
PMG
440
Private Management Group
California
$24.5M +$2.42M +25,726 +11%
WI
441
Wafra Inc
New York
$24.4M – – –
SFM
442
Soros Fund Management
New York
$24.3M +$24.3M +258,252 New
ST
443
Sabal Trust
Florida
$24.2M +$1.15M +12,238 +5%
PFP
444
Pinnacle Financial Partners
Tennessee
$24M +$806K +8,574 +3%
Pacer Advisors
445
Pacer Advisors
Pennsylvania
$24M +$24M +255,039 +50,906%
First Manhattan
446
First Manhattan
New York
$24M -$1.11M -11,841 -4%
CTI
447
Community Trust & Investment
Kentucky
$23.9M +$98.1K +1,043 +0.4%
TAM
448
Taurus Asset Management
New York
$23.7M +$4.19M +44,495 +21%
Simplex Trading
449
Simplex Trading
Illinois
$23.7M +$2.29M +24,343 +11%
BNP Paribas Asset Management
450
BNP Paribas Asset Management
France
$23.6M -$26M -276,097 -52%
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