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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 %
V
551
Veritable
Delaware
$16.8M -$708K -7,530 -4%
ELC
552
Edgar Lomax Company
Virginia
$16.6M +$329K +3,500 +2%
AB
553
Amalgamated Bank
New York
$16.5M -$26.4M -280,372 -61%
RC
554
Randolph Company
Ohio
$16.5M +$90.6K +963 +0.6%
SCM
555
Snow Capital Management
Pennsylvania
$16.5M +$1M +10,656 +6%
HR
556
Howe & Rusling
New York
$16.5M +$238K +2,534 +1%
CAM
557
Carret Asset Management
New York
$16.4M +$74.2K +789 +0.5%
AHB
558
Abner Herrman & Brock
New Jersey
$16.4M -$1.32M -13,989 -7%
SSB
559
Sandy Spring Bank
Maryland
$16.4M +$924K +9,823 +6%
COPPSERS
560
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.4M -$2.46M -26,151 -13%
SGAM
561
Smith Group Asset Management
Texas
$16.3M -$1.06M -11,276 -6%
LBC
562
Lowe Brockenbrough & Co
Virginia
$16.3M +$268K +2,852 +2%
ACI
563
Alpha Cubed Investments
California
$16.3M -$932K -9,904 -5%
CCMIC
564
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16.2M +$1.26M +13,345 +8%
KWILP
565
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.2M +$1.88M +19,955 +13%
SIC
566
Salem Investment Counselors
North Carolina
$16.1M +$65.7K +699 +0.4%
KIA
567
KCM Investment Advisors
California
$16M +$747K +7,942 +5%
UIM
568
USS Investment Management
United Kingdom
$16M +$6.81M +72,503 +74%
BAAM
569
Baker Avenue Asset Management
California
$16M +$12.2M +129,985 +327%
KRS
570
Kentucky Retirement Systems
Kentucky
$16M -$4.19M -44,577 -21%
DRZID
571
DePrince Race & Zollo Inc (DRZ)
Florida
$15.8M +$2.75M +29,223 +21%
CDH
572
Charles D. Hyman
$15.8M +$2.5M +26,587 +19%
NMIMC
573
Northwestern Mutual Investment Management Company
Wisconsin
$15.7M -$7.7M -81,837 -33%
RHBC
574
R.H. Bluestein & Co
Michigan
$15.7M +$1.31M +13,936 +9%
WIA
575
Wealthstreet Investment Advisors
Texas
$15.7M -$174K -1,850 -1%
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