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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 %
QI
776
QV Investors
Alberta, Canada
$9.12M +$1.02M +10,878 +13%
DP
777
Dearborn Partners
Illinois
$9.11M +$239K +2,541 +3%
LNB
778
Ledyard National Bank
$9.03M -$6.87K -73 -0.1%
VFA
779
Valeo Financial Advisors
Indiana
$9M +$1.01M +10,735 +13%
FG
780
Fiduciary Group
Georgia
$8.99M +$130K +1,380 +1%
OCM
781
Oakwood Capital Management
California
$8.96M +$245K +2,608 +3%
TRCT
782
Tower Research Capital (TRC)
New York
$8.94M +$4.97M +52,816 +125%
WAM
783
Wallington Asset Management
Indiana
$8.92M +$8.92M +94,820 New
TTWM
784
TCV Trust & Wealth Management
Virginia
$8.9M +$662K +7,034 +8%
HFS
785
Haverford Financial Services
Pennsylvania
$8.85M -$834K -8,866 -9%
ASN
786
Advisory Services Network
Georgia
$8.8M +$2.26M +24,014 +35%
MFS
787
Mirabella Financial Services
United Kingdom
$8.76M +$8.76M +50,725 New
CCC
788
Cincinnati Casualty Company
Ohio
$8.75M – – –
CSUI
789
Cincinnati Specialty Underwriters Insurance
Ohio
$8.75M – – –
RFA
790
Reilly Financial Advisors
California
$8.75M +$818K +8,699 +10%
PIM
791
Penobscot Investment Management
Massachusetts
$8.74M -$245K -2,603 -3%
MCM
792
Maple Capital Management
Vermont
$8.72M +$5.43M +57,678 +165%
CCFCSB
793
Cape Cod Five Cents Savings Bank
Massachusetts
$8.7M -$205K -2,175 -2%
DY
794
Dowling & Yahnke
California
$8.67M -$267K -2,840 -3%
FNFDCM
795
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.66M -$36.2K -385 -0.4%
PAM
796
Peak Asset Management
Colorado
$8.65M +$1.32M +14,079 +18%
CWM
797
Circle Wealth Management
New Jersey
$8.65M +$82.2K +874 +1%
CCT
798
Chemung Canal Trust
New York
$8.64M +$2.87M +30,502 +50%
AIP
799
Ameritas Investment Partners
Nebraska
$8.6M -$209K -2,219 -2%
DA
800
Denali Advisors
California
$8.57M -$1.08M -11,500 -11%
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