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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 %
WBG
676
Wharton Business Group
Pennsylvania
$11.7M +$1.16M +12,300 +11%
RC
677
RBO & Co
California
$11.7M -$64.1K -681 -0.5%
GCA
678
Greenwood Capital Associates
South Carolina
$11.6M +$999K +10,617 +9%
UR
679
USCA RIA
Texas
$11.5M +$735K +7,815 +7%
BUB
680
BBVA USA Bancshares
Texas
$11.5M -$304K -3,228 -3%
KAS
681
Kemnay Advisory Services
New York
$11.5M +$11.5M +122,500 New
Verition Fund Management
682
Verition Fund Management
Connecticut
$11.5M +$11.5M +122,155 New
QIM
683
Quest Investment Management
Oregon
$11.5M +$11.5M +122,127 New
M
684
MOTCO
Texas
$11.5M +$895K +9,511 +8%
WB
685
Webster Bank
Connecticut
$11.4M +$62.4K +663 +0.5%
NCM
686
Narwhal Capital Management
Georgia
$11.3M +$1.91M +20,316 +20%
HCM
687
Huber Capital Management
California
$11.3M -$4.76M -50,555 -30%
UBV
688
United Bank (Virginia)
Virginia
$11.3M -$461K -4,899 -4%
NB
689
NBT Bank
New York
$11.2M -$183K -1,946 -2%
NPF
690
Norris Perne & French
Michigan
$11.2M +$1.21M +12,832 +12%
Impax Asset Management Group
691
Impax Asset Management Group
United Kingdom
$11.2M – – –
CAM
692
Cresset Asset Management
Illinois
$11.2M +$2.37M +25,165 +27%
FPCM
693
Financial Partners Capital Management
New York
$11.2M +$53.8K +572 +0.5%
OCAM
694
Onex Canada Asset Management
Ontario, Canada
$11.2M -$6.23M -66,198 -36%
CWM
695
Calamos Wealth Management
Illinois
$11.1M +$812K +8,635 +8%
FHA
696
First Horizon Advisors
Tennessee
$11.1M +$534K +5,673 +5%
Credit Agricole
697
Credit Agricole
France
$11M -$574K -6,099 -5%
VV
698
Verity & Verity
South Carolina
$11M +$696K +7,132 +7%
BOTW
699
Bank of the West
California
$11M +$3.58M +38,046 +48%
EWM
700
Endurance Wealth Management
Rhode Island
$10.9M -$65.9K -701 -0.6%
26 27
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