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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 %
AJ
851
Ashburton (Jersey)
Jersey
$7.45M -$4.1M -43,631 -36%
ECM
852
Evergreen Capital Management
Washington
$7.44M +$948K +10,074 +15%
BAMF
853
BI Asset Management Fondsmaeglerselskab
Denmark
$7.44M +$7.44M +79,122 New
AC
854
Addenda Capital
Quebec, Canada
$7.44M +$661K +7,022 +10%
CCM
855
Compton Capital Management
Rhode Island
$7.42M -$84.7K -900 -1%
LPT
856
Legacy Private Trust
Wisconsin
$7.41M -$228K -2,422 -3%
VDBMI
857
Van Den Berg Management I
Texas
$7.41M +$7.41M +78,745 New
AAM
858
AR Asset Management
California
$7.39M -$47K -500 -0.6%
WSCM
859
Wellington Shields Capital Management
New York
$7.37M -$173K -1,839 -2%
BAM
860
Blueshift Asset Management
New Jersey
$7.35M +$7.35M +78,188 New
KCP
861
KDI Capital Partners
North Carolina
$7.31M -$1.96M -20,835 -21%
VAS
862
Vestmark Advisory Solutions
Massachusetts
$7.31M +$309K +3,286 +4%
WF
863
WoodTrust Financial
Wisconsin
$7.3M +$1.33M +14,102 +22%
PTB
864
Pioneer Trust Bank
Oregon
$7.3M +$1.07M +11,405 +17%
SHGA
865
Sand Hill Global Advisors
California
$7.3M +$80.3K +854 +1%
SCM
866
Shelton Capital Management
Colorado
$7.29M -$313K -3,329 -4%
BONST
867
Bank of Nova Scotia Trust
Ontario, Canada
$7.28M +$540K +5,745 +8%
CAM
868
Cypress Asset Management
Texas
$7.27M +$162K +1,721 +2%
AIMCA
869
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.25M +$1.98M +21,000 +37%
NC
870
Naman Capital
Brazil
$7.25M – – –
WorldQuant Millennium Advisors
871
WorldQuant Millennium Advisors
New York
$7.24M +$7.24M +76,914 New
JWBC
872
J.W. Burns & Co
New York
$7.23M +$322K +3,420 +5%
GL
873
Graypoint LLC
New York
$7.23M +$3.38M +35,903 +88%
IEFM
874
IQ EQ Fund Management
Ireland
$7.22M -$180K -1,917 -2%
PAIM
875
Punch & Associates Investment Management
Minnesota
$7.22M -$47.5K -505 -0.7%
33 34
35
36 37