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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 %
VFM
1101
Viking Fund Management
North Dakota
$4.61M +$1.79M +19,000 +63%
PA
1102
Perennial Advisors
New York
$4.6M +$250K +2,661 +6%
NAM
1103
NorthCoast Asset Management
Connecticut
$4.59M -$630K -6,693 -12%
VF
1104
Virtu Financial
New York
$4.58M +$4.58M +48,683 New
VWM
1105
Valley Wealth Managers
New Jersey
$4.58M +$42.1K +448 +0.9%
ECM
1106
ETrade Capital Management
Virginia
$4.57M -$654K -6,948 -13%
OIA
1107
OneDigital Investment Advisors
Kansas
$4.57M +$245K +2,596 +6%
SSG
1108
Summit Securities Group
New York
$4.55M -$2.1M -22,300 -32%
TCA
1109
Transcend Capital Advisors
New Jersey
$4.54M -$438K -4,652 -9%
CHAM
1110
Clear Harbor Asset Management
Connecticut
$4.54M -$51.7K -550 -1%
CNBTD
1111
Citizens National Bank Trust Department
Mississippi
$4.54M +$16.5K +175 +0.4%
SVWAG
1112
Sound View Wealth Advisors Group
Georgia
$4.54M +$240K +2,551 +6%
AWM
1113
Altavista Wealth Management
North Carolina
$4.52M -$41.1K -437 -0.9%
CCP
1114
Cardan Capital Partners
Colorado
$4.52M +$94.6K +1,006 +2%
ACM
1115
Adalta Capital Management
New York
$4.51M -$23.4K -249 -0.5%
WC
1116
Woodstock Corp
Massachusetts
$4.51M +$46.7K +496 +1%
NMIFOAC
1117
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.5M – – –
RFM
1118
Royal Fund Management
Florida
$4.5M +$3.53M +37,481 +363%
Grantham, Mayo, Van Otterloo & Co (GMO)
1119
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.5M +$2.35M +24,974 +109%
HIA
1120
Harbor Investment Advisory
Maryland
$4.49M +$14.2K +151 +0.3%
IC
1121
Intersect Capital
California
$4.48M +$337K +3,578 +8%
BIP
1122
Brandes Investment Partners
California
$4.48M -$676K -7,190 -13%
HC
1123
Hendley & Co
Ohio
$4.48M -$2.25M -23,953 -33%
GT
1124
Greenleaf Trust
Michigan
$4.47M -$154K -1,639 -3%
HT
1125
HighTower Trust
Texas
$4.45M +$309K +3,282 +7%
43 44
45
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