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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
+$754M
2
Capital International Investors
Capital International Investors
California
+$628M
3
DCP
D1 Capital Partners
New York
+$580M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$422M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$375M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$3.34B
2
Capital World Investors
Capital World Investors
California
-$1.71B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.21B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.12B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
JAFL
451
Jay A. Fishman Ltd
Michigan
$23.5M -$172K -1,828 -0.7%
ACM
452
Advisors Capital Management
New Jersey
$23.5M +$1.8M +19,093 +8%
ZCM
453
Ziegler Capital Management
Illinois
$23.5M -$17.5M -186,515 -43%
MHC
454
Meyer Handelman Company
New York
$23.5M +$235K +2,500 +1%
HCMT
455
Highland Capital Management (Tennessee)
Tennessee
$23.4M -$41.4K -440 -0.2%
PF
456
Phoenix Financial
Israel
$23.3M +$3.62M +40,530 +18%
CNAM
457
Campbell Newman Asset Management
Wisconsin
$23.2M +$323K +3,434 +1%
GFI
458
Global Frontier Investments
South Carolina
$23M +$23M +245,000 New
AIM
459
Avity Investment Management
Connecticut
$23M +$1.3M +13,777 +6%
NAM
460
North American Management
Massachusetts
$22.9M -$198K -2,103 -0.9%
ACA
461
Anchor Capital Advisors
Massachusetts
$22.9M +$10.5M +111,167 +84%
SPC
462
Stewart & Patten Company
California
$22.9M +$520K +5,524 +2%
WTC
463
WhitTier Trust Company
Nevada
$22.8M -$1.02M -10,802 -4%
MPI
464
Mairs & Power Inc
Minnesota
$22.8M -$66.3K -705 -0.3%
CS
465
Cannell & Spears
New York
$22.7M -$101K -1,073 -0.4%
CSIC
466
Clifford Swan Investment Counsel
California
$22.7M +$446K +4,743 +2%
ECM
467
Estabrook Capital Management
New York
$22.5M -$622K -6,612 -3%
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$22.4M +$8.13M +86,448 +57%
BB
469
Busey Bank
Illinois
$22.3M +$136K +1,444 +0.6%
DK
470
Darrell & King
Virginia
$22.1M +$22.1M +234,549 New
HIMC
471
Heritage Investors Management Corp
Maryland
$22M +$389K +4,135 +2%
PWP
472
Private Wealth Partners
California
$22M +$802K +8,529 +4%
SBCM
473
Schwerin Boyle Capital Management
Massachusetts
$22M -$489K -5,200 -2%
CA
474
Commerzbank Aktiengesellschaft
Germany
$22M -$1.83M -19,410 -8%
FLPIM
475
F.L. Putnam Investment Management
Massachusetts
$21.9M +$3.26M +34,647 +18%
17 18
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