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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 %
CCM
751
Cohen Capital Management
California
$9.78M – – –
Twin Tree Management
752
Twin Tree Management
Texas
$9.71M +$9.71M +103,231 New
Carson Wealth (CWM LLC)
753
Carson Wealth (CWM LLC)
Nebraska
$9.7M – – –
MCM
754
Murphy Capital Management
New Jersey
$9.67M +$99.5K +1,058 +1%
CAN
755
Cetera Advisor Networks
California
$9.64M +$247K +2,631 +3%
SWM
756
SVA Wealth Management
Wisconsin
$9.61M +$179K +1,898 +2%
CWM
757
Cabot Wealth Management
Massachusetts
$9.61M +$116K +1,234 +1%
KWM
758
Kingsview Wealth Management
Oregon
$9.56M -$94.7K -1,007 -1%
DMIC
759
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.55M -$216K -2,293 -2%
FDCC
760
Foster Dykema Cabot & Co
Massachusetts
$9.55M -$21.7K -231 -0.2%
SFS
761
Sowell Financial Services
Arkansas
$9.54M +$1.39M +14,807 +17%
SBIA
762
Sheaff Brock Investment Advisors
Indiana
$9.5M +$23.5K +250 +0.2%
CIA
763
Choate Investment Advisors
Massachusetts
$9.45M +$14.4K +153 +0.2%
WC
764
Whitney & Co
New York
$9.41M +$1.85M +19,698 +25%
BWFA
765
Baltimore-Washington Financial Advisors
Maryland
$9.39M +$49.7K +528 +0.5%
TPCW
766
TD Private Client Wealth
New York
$9.34M +$2.51M +26,699 +37%
BCM
767
BTC Capital Management
Iowa
$9.28M -$277K -2,942 -3%
CCP
768
Corient Capital Partners
California
$9.28M +$405K +4,309 +5%
RIM
769
Regent Investment Management
Kentucky
$9.27M +$349K +3,706 +4%
WTB
770
Washington Trust Bank
Washington
$9.24M +$109K +1,163 +1%
SPC
771
Sigma Planning Corp
Michigan
$9.23M +$1.63M +17,376 +22%
1SB
772
1ST Source Bank
Indiana
$9.21M +$35.6K +378 +0.4%
WI
773
Wintrust Investments
Illinois
$9.2M +$702K +7,462 +8%
NCM
774
Novare Capital Management
North Carolina
$9.15M +$263K +2,798 +3%
LIA
775
LS Investment Advisors
Michigan
$9.14M -$14.9K -158 -0.2%
29 30
31
32 33