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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 %
APSI
1151
Asset Planning Services Inc
Louisiana
$4.25M +$21.2K +225 +0.5%
Koshinski Asset Management
1152
Koshinski Asset Management
Illinois
$4.24M +$99.7K +1,060 +2%
SFG
1153
SevenBridge Financial Group
Pennsylvania
$4.23M -$70.3K -747 -2%
IMPI
1154
Ilmarinen Mutual Pension Insurance
Finland
$4.23M -$2.82M -30,000 -40%
ACM
1155
Argyle Capital Management
Pennsylvania
$4.22M – – –
KSCM
1156
Kamunting Street Capital Management
Florida
$4.21M +$4.21M +44,800 New
AWM
1157
Avitas Wealth Management
California
$4.21M +$548K +5,830 +15%
ACP
1158
Aviance Capital Partners
Florida
$4.2M +$486K +5,166 +13%
BFG
1159
Beacon Financial Group
Texas
$4.19M +$82.1K +883 +2%
BPA
1160
Beacon Pointe Advisors
California
$4.18M +$1.69M +17,937 +68%
O
1161
Ossiam
France
$4.17M +$3.52M +37,442 +546%
PA
1162
Parallel Advisors
California
$4.16M +$86.9K +924 +2%
FBT
1163
First Bankers Trust
Kentucky
$4.14M +$80.9K +860 +2%
WAM
1164
Wealthspire Advisors (Maryland)
Maryland
$4.14M -$159K -1,687 -4%
RIA
1165
RPG Investment Advisory
California
$4.13M +$162K +1,725 +4%
MAFM
1166
Mid Atlantic Financial Management
Pennsylvania
$4.13M -$868K -9,224 -17%
IB
1167
Intrust Bank
Kansas
$4.12M +$275K +2,925 +7%
LA
1168
LVW Advisors
New York
$4.12M +$275K +2,922 +7%
KCM
1169
Kornitzer Capital Management
Kansas
$4.11M +$595K +6,329 +17%
UF
1170
Univest Financial
Pennsylvania
$4.1M -$171K -1,823 -4%
ACM
1171
AlphaCrest Capital Management
New York
$4.1M +$2.22M +23,553 +117%
MCP
1172
Martin Capital Partners
Oregon
$4.1M -$4.23K -45 -0.1%
BAM
1173
Belpointe Asset Management
Nevada
$4.09M +$910K +9,682 +29%
IFAM
1174
Institutional & Family Asset Management
Colorado
$4.07M +$39.9K +424 +1%
SAM
1175
Selway Asset Management
$4.06M +$51.7K +550 +1%
45 46
47
48 49