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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 %
TCM
976
Telos Capital Management
California
$5.9M +$292K +3,108 +5%
BMM
977
Buffington Mohr McNeal
Idaho
$5.9M +$50.7K +539 +0.9%
GIA
978
GHP Investment Advisors
Colorado
$5.9M -$76.8K -817 -1%
HFM
979
Hartford Financial Management
Connecticut
$5.89M -$365K -3,885 -6%
WTFG
980
Wells Trecaso Financial Group
Ohio
$5.88M +$209K +2,221 +4%
Cetera Investment Advisers
981
Cetera Investment Advisers
Illinois
$5.86M +$893K +9,499 +18%
JWM
982
JGP Wealth Management
Oregon
$5.86M +$87.1K +934 +2%
PWW
983
Pettyjohn Wood & White
Virginia
$5.84M +$90.3K +960 +2%
WCM
984
Windward Capital Management
California
$5.83M -$116K -1,236 -2%
TF
985
Tompkins Financial
New York
$5.81M +$196K +2,080 +3%
PGAM
986
Princeton Global Asset Management
New Jersey
$5.8M +$953K +10,131 +20%
TWMP
987
Taylor Wealth Management Partners
Massachusetts
$5.78M -$383K -4,073 -6%
LNC
988
Lincoln National Corp
Pennsylvania
$5.76M +$369K +3,927 +7%
III
989
Independent Investors Inc
New York
$5.76M – – –
ACM
990
Alta Capital Management
Utah
$5.74M +$517K +5,499 +10%
RC
991
RegentAtlantic Capital
New Jersey
$5.74M +$804K +8,553 +16%
SIP
992
Stoneridge Investment Partners
Pennsylvania
$5.74M -$752K -8,000 -12%
MRCM
993
M&R Capital Management
New Jersey
$5.72M -$690K -7,348 -11%
AT
994
Arden Trust
Delaware
$5.72M -$311K -3,305 -5%
BWM
995
Buckley Wealth Management
Nevada
$5.69M -$46.7K -496 -0.8%
VCA
996
Verdence Capital Advisors
Maryland
$5.67M +$126K +1,342 +2%
CC
997
Chicago Capital
Illinois
$5.67M +$9.41K +100 +0.2%
ST
998
Spinnaker Trust
Maine
$5.66M +$2.57M +27,284 +83%
AAP
999
Ardsley Advisory Partners
Connecticut
$5.64M +$5.64M +60,000 New
Point72 Asset Management
1000
Point72 Asset Management
Connecticut
$5.64M +$5.64M +60,000 New
38 39
40
41 42