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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 %
CIM
576
Courant Investment Management
Tennessee
$15.7M – – –
DWM
577
Destination Wealth Management
California
$15.6M +$15M +159,307 +2,324%
ACH
578
ArrowMark Colorado Holdings
Colorado
$15.6M +$4.24M +45,094 +37%
M2MC
579
Matthew 25 Management Corp
Pennsylvania
$15.5M – – –
CFG
580
Citizens Financial Group
Rhode Island
$15.5M +$823K +8,750 +6%
DWM
581
Doyle Wealth Management
Florida
$15.5M +$323K +3,430 +2%
MAM
582
Meeder Asset Management
Ohio
$15.5M -$1.14M -12,110 -7%
BCM
583
BTR Capital Management
California
$15.3M -$645K -6,860 -4%
FBP
584
Flippin Bruce & Porter
Virginia
$15.3M -$926K -9,841 -6%
TNB
585
TCF National Bank
South Dakota
$15.3M +$1.22M +10,885 +9%
AAIM
586
American Assets Investment Management
California
$15.3M – – –
TNB
587
Thomasville National Bank
Georgia
$15.2M +$5.86M +62,336 +63%
ACM
588
Azimuth Capital Management
Michigan
$15.2M -$271K -2,885 -2%
RIL
589
Rothschild Investment LLC
Illinois
$15.1M -$796K -8,465 -5%
EWM
590
Evercore Wealth Management
New York
$15.1M +$1.13M +12,007 +8%
AP
591
Appleton Partners
Massachusetts
$15.1M -$134K -1,428 -0.9%
MIM
592
Marco Investment Management
Georgia
$15M -$1.37M -14,517 -8%
WAM
593
Wilsey Asset Management
California
$15M +$221K +2,347 +1%
SC
594
SouthState Corp
Florida
$14.8M +$1.13K +12 +0%
CCMD
595
Cypress Capital Management (Delaware)
Delaware
$14.8M +$531K +5,645 +4%
JAM
596
Jupiter Asset Management
United Kingdom
$14.7M -$11.3M -120,596 -44%
Man Group
597
Man Group
United Kingdom
$14.7M +$4.15M +44,071 +39%
SDJVC
598
St. Denis J. Villere & Co
Louisiana
$14.6M +$2.07M +22,050 +16%
AWM
599
AE Wealth Management
Kansas
$14.5M +$1.11M +11,816 +8%
FAAS
600
First Allied Advisory Services
California
$14.4M +$1.46M +15,536 +11%
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