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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 %
NRS
626
Neville Rodie & Shaw
New York
$13.3M -$2.62M -27,821 -16%
TCM
627
Twin Capital Management
Pennsylvania
$13.3M -$735K -7,816 -5%
LS
628
Livforsakringsbolaget Skandia
Sweden
$13.3M -$2.08M -22,100 -14%
TU
629
TDAM USA
Ontario, Canada
$13.3M +$4.61M +49,530 +53%
AMI
630
Amica Mutual Insurance
Rhode Island
$13.3M – – –
PCM
631
Prana Capital Management
Connecticut
$13.3M +$13.3M +140,875 New
MSR
632
Main Street Research
Connecticut
$13.3M +$13.3M +140,865 New
WP
633
WealthPLAN Partners
Nebraska
$13.2M +$1.79M +17,496 +16%
TBA
634
Tower Bridge Advisors
Pennsylvania
$13.2M +$1.72M +18,313 +15%
PCM
635
Parsons Capital Management
Rhode Island
$13.2M -$180K -1,914 -1%
I
636
IberiaBank
Louisiana
$13.1M -$645K -6,854 -5%
QI
637
QS Investors
New York
$13.1M -$468K -4,975 -3%
FMLI
638
Fukoku Mutual Life Insurance
Japan
$13.1M +$5.13M +54,500 +65%
WIC
639
Willis Investment Counsel
Georgia
$13.1M -$847 -9 -0%
CAM
640
Congress Asset Management
Massachusetts
$13M +$412K +4,377 +3%
BBA
641
BLB&B Advisors
Pennsylvania
$12.8M +$407K +4,323 +3%
PP
642
Patten & Patten
Tennessee
$12.8M +$131K +1,394 +1%
TYCC
643
Texas Yale Capital Corp
Florida
$12.7M -$31.4K -334 -0.2%
Wealthfront Advisers
644
Wealthfront Advisers
California
$12.7M +$740K +7,869 +6%
OPCM
645
Osborne Partners Capital Management
California
$12.7M -$103K -1,095 -0.8%
CA
646
Cullinan Associates
Kentucky
$12.7M -$67.3K -715 -0.5%
AAP
647
Aristotle Atlantic Partners
Florida
$12.7M +$1.05M +11,174 +9%
BPC
648
Banque Pictet & Cie
Switzerland
$12.6M +$419K +4,455 +3%
CNC
649
Canandaigua National Corp
New York
$12.6M +$12.6M +133,517 New
TCM
650
Tufton Capital Management
Maryland
$12.5M +$12.3K +131 +0.1%
24 25
26
27 28