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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 %
RGI
726
River Global Investors
United Kingdom
$10.2M -$348K -3,701 -3%
BDS
727
Banco de Sabadell
Florida
$10.2M +$2.77M +29,644 +37%
GC
728
Gratus Capital
Georgia
$10.2M +$158K +1,685 +2%
JPMIA
729
J.P. Marvel Investment Advisors
Massachusetts
$10.2M -$2.16M -22,956 -18%
PNAA
730
Pictet North America Advisors
Switzerland
$10.1M +$511K +5,435 +5%
CBB
731
Citizens Business Bank
California
$10.1M -$488K -5,186 -5%
SB
732
Simmons Bank
Arkansas
$10.1M -$2.16M -23,009 -18%
FFBTD
733
First Financial Bank - Trust Division
Ohio
$10M +$575K +6,109 +6%
WAM
734
World Asset Management
Michigan
$10M -$4.14M -43,985 -29%
CIA
735
CCM Investment Advisers
South Carolina
$10M -$81K -861 -0.8%
RCP
736
Rothschild Capital Partners
New York
$10M +$408K +4,340 +4%
LW
737
Linscomb Wealth
Texas
$10M +$1.51M +16,097 +18%
CIA
738
Capital Investment Advisors
Georgia
$9.94M +$1.07M +11,366 +12%
SSA
739
Schonfeld Strategic Advisors
New York
$9.9M +$9.9M +105,244 New
BAS
740
Brown Advisory Securities
Maryland
$9.89M +$228K +2,316 +2%
Hudson Bay Capital Management
741
Hudson Bay Capital Management
Connecticut
$9.88M +$5.17M +55,000 +110%
SGK
742
Steigerwald Gordon & Koch
Virginia
$9.88M +$234K +2,493 +2%
IAA
743
Independent Advisor Alliance
North Carolina
$9.87M +$1.44M +15,290 +17%
GW
744
GW & Wade
Massachusetts
$9.86M +$687K +7,307 +7%
CTA
745
Colonial Trust Advisors
South Carolina
$9.84M +$158K +1,676 +2%
BCV
746
Banque Cantonale Vaudoise
Switzerland
$9.83M -$1.57M -16,681 -14%
CBOR
747
Community Bank of Raymore
Missouri
$9.82M +$926K +9,850 +10%
BC
748
Brinker Capital
Pennsylvania
$9.79M +$1.14M +12,113 +13%
FA
749
FDx Advisors
Illinois
$9.79M +$425K +4,522 +5%
BCM
750
Bowie Capital Management
Texas
$9.78M +$6.58M +70,000 +206%
28 29
30
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