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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 %
NMERB
501
New Mexico Educational Retirement Board
New Mexico
$19.9M +$1.29M +13,700 +7%
MIS
502
Morningstar Investment Services
Illinois
$19.8M -$790K -8,496 -4%
X
503
Xponance
Pennsylvania
$19.8M +$19.8M +210,660 New
GCM
504
Graham Capital Management
Connecticut
$19.8M +$19.8M +210,000 New
ONB
505
Old National Bancorp
Indiana
$19.8M +$16.4K +174 +0.1%
KHLMVGHM
506
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.7M +$11.6M +123,647 +144%
AR
507
Advisory Research
Illinois
$19.7M +$106K +1,130 +0.5%
EGA
508
Eagle Global Advisors
Texas
$19.7M +$4.19M +44,583 +27%
DJSG
509
D.J. St. Germain
Massachusetts
$19.7M +$24.1K +256 +0.1%
FNT
510
First National Trust
Pennsylvania
$19.5M +$552K +5,870 +3%
VCM
511
Vigilant Capital Management
Maine
$19.5M +$1.84M +19,545 +10%
MCM
512
McKinley Capital Management
Alaska
$19.5M -$2M -21,286 -9%
SRC
513
Shufro Rose & Co
New York
$19.4M +$3.98M +42,285 +26%
SYBT
514
Stock Yards Bank & Trust
Kentucky
$19.2M +$253K +2,695 +1%
HP
515
Hosking Partners
United Kingdom
$19.2M -$1.39M -14,813 -7%
BFS
516
Baskin Financial Services
Ontario, Canada
$19.2M +$1.1M +11,671 +6%
FFA
517
First Foundation Advisors
California
$19.2M -$169K -1,795 -0.9%
NIM
518
Northeast Investment Management
Massachusetts
$19.1M +$164K +1,739 +0.9%
SAM
519
Shell Asset Management
Netherlands
$19.1M -$6.54M -69,569 -26%
RIG
520
Roosevelt Investment Group
New York
$18.9M -$2.96M -31,442 -14%
PCM
521
Palisade Capital Management
New Jersey
$18.9M +$112K +1,190 +0.6%
BPCE
522
Bank Pictet & Cie (Europe)
Germany
$18.9M +$61.1K +650 +0.3%
IC
523
Inverness Counsel
New York
$18.7M -$5.95M -63,217 -24%
CTA
524
Chesley Taft & Associates
Illinois
$18.6M +$410K +4,358 +2%
CCP
525
Clough Capital Partners
Massachusetts
$18.5M -$13.7M -145,500 -42%
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