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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 %
PWAG
476
Polaris Wealth Advisory Group
California
$21.8M +$21.2M +227,019 +3,195%
SWP
477
Stratos Wealth Partners
Ohio
$21.7M +$694K +7,379 +3%
CS
478
Central Securities
New York
$21.6M – – –
DIA
479
Davidson Investment Advisors
Montana
$21.6M -$562K -5,975 -3%
MAA
480
Matrix Asset Advisors
New York
$21.6M -$185K -1,972 -0.9%
CCM
481
Chilton Capital Management
Texas
$21.5M +$3.22M +34,229 +18%
GA
482
Greenhaven Associates
New York
$21.5M -$22.2M -236,375 -51%
II
483
IFM Investors
Australia
$21.4M -$8.75M -93,053 -29%
ECM
484
ExodusPoint Capital Management
New York
$21.3M +$20.2M +215,132 +1,851%
CTA
485
Carillon Tower Advisers
Florida
$21.2M -$967K -10,283 -4%
FSA
486
Franklin Street Advisors
North Carolina
$21.2M +$3.7M +39,340 +21%
KFC
487
Klingenstein Fields & Co
New York
$20.9M +$426K +4,528 +2%
JCM
488
Janney Capital Management
Pennsylvania
$20.8M -$821K -8,725 -4%
WCA
489
Waratah Capital Advisors
Ontario, Canada
$20.6M +$20.6M +218,875 New
FBA
490
Front Barnett Associates
Illinois
$20.5M +$4.23K +45 +0%
ATC
491
Argent Trust Co
Tennessee
$20.4M +$945K +10,047 +5%
MG
492
Markel Group
Virginia
$20.4M – – –
SAM
493
Silvercrest Asset Management
New York
$20.4M -$139K -1,473 -0.7%
BS
494
Banco Santander
Spain
$20.3M +$3.92M +41,680 +24%
JIC
495
Johnson Investment Counsel
Ohio
$20.3M -$569K -6,047 -3%
CI
496
Capital International
California
$20.3M +$434K +4,612 +2%
HSA
497
HBK Sorce Advisory
Pennsylvania
$20.1M +$2.3M +24,494 +13%
FFIC
498
First Fiduciary Investment Counsel
Ohio
$20M +$1M +10,681 +5%
CCM
499
Covington Capital Management
California
$20M +$1.19M +12,666 +6%
HCMNY
500
Howard Capital Management (New York)
New York
$19.9M +$4.73M +50,335 +31%
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