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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 %
SIC
1126
SFE Investment Counsel
California
$4.44M +$826K +8,781 +23%
MA
1127
Mutual Advisors
Nebraska
$4.44M +$992K +10,550 +29%
RC
1128
Roundview Capital
New Jersey
$4.43M -$457K -4,854 -9%
VanEck Associates
1129
VanEck Associates
New York
$4.42M -$630K -6,696 -12%
GC
1130
Grimes & Company
Massachusetts
$4.4M +$23.8K +253 +0.5%
BCCM
1131
Bridge Creek Capital Management
Massachusetts
$4.4M +$314K +3,335 +8%
ECM
1132
EagleClaw Capital Management
Massachusetts
$4.39M -$146K -1,551 -3%
WSC
1133
Wellington Shields & Co
New York
$4.37M +$12.2K +130 +0.3%
CCM
1134
Coldstream Capital Management
Washington
$4.37M +$610K +6,487 +16%
AA
1135
Argent Advisors
Louisiana
$4.37M +$3.02M +32,116 +224%
FFG
1136
Frisch Financial Group
New York
$4.37M +$41.5K +441 +1%
GIA
1137
Granite Investment Advisors
New Hampshire
$4.36M +$943K +10,026 +28%
LSPW
1138
Lake Street Private Wealth
Illinois
$4.35M +$223K +2,375 +5%
RC
1139
RBF Capital
California
$4.33M – – –
HIP
1140
Harrell Investment Partners
Texas
$4.31M +$440K +4,673 +11%
LA
1141
Lynch & Associates
Indiana
$4.3M +$268K +2,850 +7%
NAS
1142
Nicolet Advisory Services
Wisconsin
$4.3M -$3.95K -42 -0.1%
AAF
1143
Andra AP-fonden
Sweden
$4.29M +$1.59M +16,900 +59%
GVAG
1144
Great Valley Advisor Group
Delaware
$4.28M +$996K +10,586 +30%
AMM
1145
American Money Management
California
$4.28M -$7.34K -78 -0.2%
SNT
1146
Security National Trust
West Virginia
$4.28M +$15.4K +164 +0.4%
CCM
1147
CWH Capital Management
Washington
$4.27M -$275K -2,920 -6%
AWCI
1148
Alpine Woods Capital Investors
New York
$4.26M +$1.32M +14,036 +45%
SAM
1149
Sompo Asset Management
Japan
$4.26M +$1.94M +20,580 +83%
OAMG
1150
Odey Asset Management Group
United Kingdom
$4.26M +$2.43M +25,800 +133%
44 45
46
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