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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 %
BSW
1176
Buckingham Strategic Wealth
Missouri
$4.05M -$1.14M -12,131 -22%
CIG
1177
Consolidated Investment Group
Colorado
$4.04M – – –
DDC
1178
DF Dent & Co
Maryland
$4.04M -$45.3K -482 -1%
RAM
1179
Redmond Asset Management
Virginia
$4.04M -$131K -1,388 -3%
BCM
1180
Brookstone Capital Management
Illinois
$4.04M +$2.26M +24,071 +128%
MOS
1181
MGO One Seven
Ohio
$4.03M +$201K +2,136 +5%
CIC
1182
Cornercap Investment Counsel
Georgia
$4.03M -$170K -1,812 -4%
SCA
1183
Snowden Capital Advisors
New York
$4.03M +$251K +2,666 +7%
BDWM
1184
Brewin Dolphin Wealth Management
Ireland
$4.02M +$756K +8,034 +23%
AAM
1185
Augustine Asset Management
Florida
$4.02M -$79.6K -846 -2%
WPP
1186
Whalerock Point Partners
Rhode Island
$4.02M +$210K +2,231 +6%
FIM
1187
Frontier Investment Management
Texas
$4.02M +$739K +7,854 +23%
FFA
1188
Fragasso Financial Advisors
Pennsylvania
$4M +$586K +5,900 +17%
WCA
1189
Westover Capital Advisors
Delaware
$3.99M +$17.1K +182 +0.4%
CAM
1190
Columbia Asset Management
Michigan
$3.99M +$48.9K +520 +1%
MBTD
1191
Mechanics Bank - Trust Department
California
$3.99M +$41K +436 +1%
6M
1192
6 Meridian
Kansas
$3.98M -$7.6M -80,790 -66%
FMTC
1193
Farmers & Merchants Trust Company
California
$3.98M +$174K +1,846 +5%
DWM
1194
Dorchester Wealth Management
Quebec, Canada
$3.97M -$25.6K -272 -0.6%
HW
1195
Hedeker Wealth
Illinois
$3.95M +$20K +213 +0.5%
TCM
1196
Traynor Capital Management
Pennsylvania
$3.95M +$116K +1,232 +3%
BP
1197
Ballentine Partners
Massachusetts
$3.95M -$387K -4,111 -9%
KCM
1198
Karp Capital Management
California
$3.94M +$218K +2,315 +6%
UTC
1199
Unified Trust Company
Kentucky
$3.94M -$328K -3,487 -8%
ANBT
1200
American National Bank & Trust
Texas
$3.93M +$1.46M +15,482 +59%
46 47
48
49 50