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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 %
Mirae Asset Global Investments
526
Mirae Asset Global Investments
South Korea
$18.3M -$3.95M -42,033 -18%
NFC
527
Northeast Financial Consultants
Connecticut
$18.1M +$681K +7,240 +4%
ABTD
528
Arvest Bank Trust Division
Oklahoma
$18.1M +$12.7K +135 +0.1%
ESBC
529
E.S. Barr & Co
Kentucky
$18M +$254K +2,700 +1%
Mercer Global Advisors
530
Mercer Global Advisors
Colorado
$18M +$881K +9,366 +5%
CG
531
Cutler Group
California
$18M +$12M +128,083 +204%
BCM
532
BlueCrest Capital Management
Jersey
$17.9M +$17.9M +190,313 New
RIM
533
Redpoint Investment Management
Australia
$17.9M -$1.6M -16,999 -8%
SIA
534
Sit Investment Associates
Minnesota
$17.9M +$11.8K +125 +0.1%
SRAM
535
Stone Ridge Asset Management
New York
$17.9M +$17.9M +190,000 New
LCM
536
Logan Capital Management
Pennsylvania
$17.9M +$3.06M +32,546 +21%
FNBT
537
FineMark National Bank & Trust
Florida
$17.6M +$290K +3,083 +2%
OCM
538
Osterweis Capital Management
California
$17.5M +$17.5M +186,528 New
DDPIC
539
Deroy & Devereaux Private Investment Counsel
Michigan
$17.5M -$180K -1,918 -1%
CA
540
Clearstead Advisors
Ohio
$17.4M +$286K +3,038 +2%
IMC Chicago
541
IMC Chicago
Illinois
$17.4M +$17.4M +185,011 New
PMAM
542
Picton Mahoney Asset Management
Ontario, Canada
$17.3M +$1.01M +10,693 +6%
MCI
543
McDonald Capital Investors
California
$17.2M -$431K -4,585 -2%
AC
544
Alleghany Corporation
New York
$17.2M -$14.3M -152,287 -45%
SIM
545
Sentry Investment Management
Wisconsin
$17.1M -$3.52M -37,387 -17%
JIR
546
James Investment Research
Ohio
$17M -$2.22M -23,570 -12%
CTC
547
Central Trust Company
Missouri
$17M -$417K -4,438 -2%
SSWM
548
Smith Salley Wealth Management
North Carolina
$16.9M +$651K +6,920 +4%
GI
549
Gradient Investments
Minnesota
$16.9M +$5.21M +55,443 +45%
CC
550
Cannell & Co
New York
$16.9M +$4.96M +52,701 +42%
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