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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 %
EWM
701
Edge Wealth Management
New York
$10.9M -$462K -4,914 -4%
CANC
702
Culbertson A N & Co
Virginia
$10.8M +$54.9K +584 +0.5%
CRM
703
Cramer Rosenthal McGlynn
Connecticut
$10.8M +$10.8M +115,290 New
BCM
704
Bourgeon Capital Management
Connecticut
$10.8M +$2.43M +25,787 +29%
JMFC
705
J.M. Forbes & Co
Massachusetts
$10.8M +$19.6K +208 +0.2%
MC
706
Moors & Cabot
Massachusetts
$10.8M +$2.67M +28,357 +33%
RT
707
Rockland Trust
Massachusetts
$10.8M -$2.6M -27,621 -19%
CK
708
Cohen Klingenstein
New York
$10.7M – – –
WFMPM
709
Woodley Farra Manion Portfolio Management
Indiana
$10.7M +$464K +4,930 +5%
AC
710
Allstate Corporation
Illinois
$10.7M -$1.16M -12,303 -10%
MA
711
Montag & Associates
Georgia
$10.6M +$113K +1,201 +1%
EAM
712
Erste Asset Management
Austria
$10.5M +$1.35M +14,475 +15%
CI
713
Cigna Investments
Connecticut
$10.5M +$1.41M +14,950 +15%
DMC
714
Drexel Morgan & Co
Pennsylvania
$10.5M -$11.8M -125,000 -53%
CA
715
Cornerstone Advisors
North Carolina
$10.4M -$3.67M -39,000 -26%
B
716
Bailard
California
$10.4M +$2.12M +22,546 +26%
NB
717
Norinchukin Bank
Japan
$10.4M -$2.12M -22,513 -17%
BBHC
718
Brown Brothers Harriman & Co
New York
$10.4M -$1.81M -19,232 -15%
NEI
719
Northwest & Ethical Investments
Ontario, Canada
$10.4M +$3.56M +37,895 +53%
VW
720
Vantage Wealth
California
$10.3M -$35.1K -373 -0.3%
FCBT
721
First Citizens Bank & Trust
North Carolina
$10.3M +$430K +4,575 +4%
SCA
722
Stonebridge Capital Advisors
Minnesota
$10.3M +$35.2K +374 +0.3%
CC
723
Cipher Capital
New York
$10.3M +$7.64M +81,187 +291%
AHC
724
Adell Harriman & Carpenter
Texas
$10.2M -$164K -1,740 -2%
BHIA
725
Birch Hill Investment Advisors
Massachusetts
$10.2M +$68.2K +725 +0.7%
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