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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 %
BAM
1201
Brave Asset Management
New Jersey
$3.92M +$76.1K +809 +2%
WPIC
1202
White Pine Investment Company
Michigan
$3.92M -$129K -1,368 -3%
KHCM
1203
Kettle Hill Capital Management
New York
$3.9M +$3.9M +41,495 New
AFM
1204
Abbot Financial Management
Massachusetts
$3.9M -$23.9K -254 -0.6%
SMG
1205
Spectrum Management Group
Indiana
$3.9M +$19.3K +205 +0.5%
CWS
1206
Cypress Wealth Services
California
$3.9M +$86.3K +917 +2%
CCG
1207
Chatham Capital Group
Georgia
$3.88M +$327K +3,475 +9%
SCP
1208
Shorepoint Capital Partners
Massachusetts
$3.88M +$458K +4,870 +13%
ECM
1209
Elgethun Capital Management
South Dakota
$3.88M -$356K -3,888 -8%
HCM
1210
Howland Capital Management
Massachusetts
$3.87M +$18.4K +196 +0.5%
PHK
1211
Point72 Hong Kong
Hong Kong
$3.87M +$3.55M +37,761 +1,102%
HCA
1212
Harbour Capital Advisors
Virginia
$3.87M +$35.6K +378 +0.9%
FB
1213
Fulton Bank
Pennsylvania
$3.87M -$1.07M -11,339 -22%
SC
1214
Savant Capital
Illinois
$3.86M +$3.39K +36 +0.1%
LCC
1215
Lincoln Capital Corp
Rhode Island
$3.85M +$3.48K +37 +0.1%
AC
1216
Abbrea Capital
California
$3.85M -$59.4K -632 -2%
BA
1217
Bristlecone Advisors
Washington
$3.85M +$107K +1,138 +3%
MC
1218
MRJ Capital
New York
$3.83M – – –
ACM
1219
Alpha Capital Management
Texas
$3.83M +$356K +3,788 +10%
UBPAM
1220
Union Bancaire Privee Asset Management
New York
$3.81M +$1.19M +12,687 +46%
EM
1221
Excalibur Management
Massachusetts
$3.8M +$247K +2,621 +7%
CAS
1222
Cascadia Advisory Services
Oregon
$3.8M +$3.8M +40,350 New
ST
1223
Somerset Trust
Pennsylvania
$3.79M +$183K +1,942 +5%
BIMC
1224
Benson Investment Management Company
Virginia
$3.79M +$879K +9,345 +30%
PAI
1225
Pittenger & Anderson Inc
Nebraska
$3.78M -$497K -5,280 -12%
47 48
49
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