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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 %
FM
801
Foster & Motley
Ohio
$8.52M -$733K -7,796 -8%
DBT
802
Dubuque Bank & Trust
Iowa
$8.49M -$550K -5,842 -6%
KPCM
803
Kings Point Capital Management
New York
$8.47M +$201K +2,135 +2%
BHWM
804
Bar Harbor Wealth Management
New Hampshire
$8.47M +$395K +4,205 +5%
CFC
805
Cincinnati Financial Corp
Ohio
$8.47M – – –
MGM
806
Miura Global Management
New York
$8.47M +$8.47M +90,000 New
HVIA
807
Hudson Valley Investment Advisors
New York
$8.45M +$287K +3,046 +4%
SAM
808
Strategy Asset Managers
California
$8.43M -$138K -1,467 -2%
LIM
809
Leavell Investment Management
Alabama
$8.4M +$190K +2,019 +2%
WCMN
810
Westchester Capital Management (Nebraska)
Nebraska
$8.33M -$1.6K -17 -0%
GLLW
811
Graves Light Lenhart Wealth
Virginia
$8.3M +$39.6K +421 +0.5%
SS
812
Simplicity Solutions
Minnesota
$8.27M +$2.5M +26,576 +43%
PI
813
PFS Investments
Georgia
$8.27M +$1.68M +17,906 +26%
AC
814
Alexandria Capital
Virginia
$8.26M -$33.1K -352 -0.4%
CC
815
Courier Capital
New York
$8.24M +$29.8K +322 +0.4%
BIA
816
Biondo Investment Advisors
Pennsylvania
$8.1M +$140K +1,493 +2%
MCM
817
Maryland Capital Management
Maryland
$8.1M +$1.1M +11,653 +16%
MWM
818
Meridian Wealth Management
Kentucky
$8.06M +$295K +3,140 +4%
FPCG
819
Fort Pitt Capital Group
Pennsylvania
$8.05M +$1.06M +11,286 +15%
MMA
820
Miracle Mile Advisors
California
$8.04M +$1.98M +21,048 +33%
LMIM
821
Lockheed Martin Investment Management
Maryland
$8.04M -$5.9M -62,700 -42%
KOCAA
822
Knights of Columbus Asset Advisors
Connecticut
$8.04M -$3.76M -39,945 -32%
GP
823
Greenline Partners
New York
$8.04M +$215K +2,287 +3%
BFEC
824
Benjamin F. Edwards & Company
Missouri
$8.03M +$319K +3,395 +4%
RBA
825
Richard Bernstein Advisors
New York
$8.02M -$657K -6,987 -8%
31 32
33
34 35