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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 %
WAM
826
Winslow Asset Management
Ohio
$8.01M -$70.5K -750 -0.9%
GAI
827
General American Investors
New York
$8M -$3.29M -35,000 -29%
CCG
828
Cypress Capital Group
Florida
$7.99M +$81.8K +870 +1%
NEAM
829
New England Asset Management
Connecticut
$7.96M -$51.7M -549,900 -87%
ERIM
830
Eagle Ridge Investment Management
Connecticut
$7.95M -$624K -6,636 -7%
KFP
831
KMG Fiduciary Partners
Ohio
$7.94M +$604K +6,417 +8%
HAG
832
HighPoint Advisor Group
Illinois
$7.94M +$44.2K +474 +0.6%
TIM
833
Thompson Investment Management
Wisconsin
$7.86M -$6.87K -73 -0.1%
TW
834
Transform Wealth
Colorado
$7.86M +$2.14M +22,789 +38%
1IA
835
1834 Investment Advisors
Wisconsin
$7.82M +$644K +6,851 +9%
BFIM
836
Beese Fulmer Investment Management
Ohio
$7.77M -$166K -1,764 -2%
GWM
837
Geneos Wealth Management
Colorado
$7.77M +$3.56M +38,441 +85%
GP
838
Girard Partners
Pennsylvania
$7.74M -$174K -1,845 -2%
ECM
839
Everence Capital Management
Indiana
$7.72M – – –
NSEDCP
840
NJ State Employees Deferred Compensation Plan
New Jersey
$7.71M -$188K -2,000 -2%
RPC
841
Rossmore Private Capital
Connecticut
$7.71M +$639K +6,792 +9%
H
842
HoyleCohen
California
$7.68M -$56K -595 -0.7%
JAM
843
JCIC Asset Management
Ontario, Canada
$7.67M +$214K +2,278 +3%
PTC
844
Private Trust Company
Ohio
$7.67M +$706K +7,432 +10%
EAMA
845
EFG Asset Management (Americas)
Florida
$7.58M +$2.74M +29,104 +57%
SC
846
Skylands Capital
Wisconsin
$7.53M +$790K +8,400 +12%
RAM
847
Riggs Asset Management
Pennsylvania
$7.51M +$1.05M +11,117 +16%
FC
848
Ferris Capital
Massachusetts
$7.49M -$107K -1,142 -1%
BFA
849
Bragg Financial Advisors
North Carolina
$7.49M +$349K +3,715 +5%
EVM
850
Evelyn V. Moreno
$7.48M +$78K +829 +1%
32 33
34
35 36