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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 %
AWA
1076
ARS Wealth Advisors
Florida
$4.81M +$2M +21,273 +71%
Lido Advisors
1077
Lido Advisors
California
$4.8M +$120K +1,281 +3%
SCA
1078
Spearhead Capital Advisors
Florida
$4.79M +$311K +3,302 +7%
AWP
1079
Ascent Wealth Partners
New York
$4.79M +$155K +1,651 +3%
SC
1080
Schulhoff & Co
Ohio
$4.77M -$95.9K -1,020 -2%
XWM
1081
Xcel Wealth Management
Florida
$4.77M +$365K +3,885 +8%
CCMINC
1082
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.77M +$14.5K +154 +0.3%
PAS
1083
Park Avenue Securities
New York
$4.76M +$533K +5,668 +13%
CFA
1084
Capstone Financial Advisors
Illinois
$4.75M -$24.5K -260 -0.5%
AIA
1085
AGF Investments America
Ontario, Canada
$4.74M +$161K +1,708 +4%
DSC
1086
Duncker Streett & Co
Missouri
$4.74M -$328K -3,488 -6%
QF
1087
QVT Financial
New York
$4.73M +$1.01M +10,732 +27%
PGIM
1088
Pacific Global Investment Management
California
$4.71M -$828K -8,808 -15%
BBP
1089
Banco BTG Pactual
Brazil
$4.71M +$1.34M +14,286 +40%
TCM
1090
Taal Capital Management
Massachusetts
$4.7M – – –
PL
1091
Parthenon LLC
Kentucky
$4.7M – – –
AW
1092
ACG Wealth
Georgia
$4.7M -$339K -3,608 -7%
RWA
1093
River Wealth Advisors
Pennsylvania
$4.68M +$251K +2,666 +6%
HI
1094
Hoey Investments
Pennsylvania
$4.67M +$3.05M +32,417 +188%
PG
1095
Pendal Group
Australia
$4.67M +$4.07M +43,230 +674%
GIM
1096
Goelzer Investment Management
Indiana
$4.67M -$17.3K -184 -0.4%
LWCFA
1097
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.64M -$170K -1,807 -4%
RCM
1098
Radnor Capital Management
Pennsylvania
$4.63M +$168K +1,800 +4%
GIP
1099
Granite Investment Partners
California
$4.62M +$521K +5,543 +13%
SCP
1100
Stamos Capital Partners
California
$4.61M -$3.41M -36,208 -42%
42 43
44
45 46