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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 %
MWM
1226
Marietta Wealth Management
Georgia
$3.78M +$301K +3,197 +9%
BO
1227
BRR OpCo
Ohio
$3.77M -$991K -10,533 -21%
PRS
1228
Pinkerton Retirement Specialists
Idaho
$3.76M +$2.15M +22,820 +133%
VST
1229
Van Strum & Towne
California
$3.76M +$5.64K +60 +0.2%
PWS
1230
Peloton Wealth Strategists
Indiana
$3.76M +$513K +5,450 +16%
BZWA
1231
Blue Zone Wealth Advisors
California
$3.75M +$3.36M +35,760 +878%
FSA
1232
Fort Sheridan Advisors
Illinois
$3.75M +$35.6K +379 +1%
WC
1233
Weil Company
California
$3.74M +$536K +5,700 +17%
WIC
1234
Woodmont Investment Counsel
Tennessee
$3.73M +$73.3K +779 +2%
OCM
1235
One Capital Management
California
$3.73M +$264K +2,804 +8%
PJSIMP
1236
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.71M -$52.2K -555 -1%
CIP
1237
Convergence Investment Partners
Florida
$3.7M +$325K +3,454 +10%
BEAM
1238
Baker Ellis Asset Management
Washington
$3.69M +$49.4K +525 +1%
DIP
1239
DT Investment Partners
Pennsylvania
$3.69M – – –
PI
1240
Parkside Investments
Illinois
$3.68M +$1M +10,649 +37%
SW
1241
SlateStone Wealth
Florida
$3.68M +$362K +3,844 +11%
CWM
1242
Concentric Wealth Management
California
$3.68M +$353K +3,750 +11%
CSA
1243
Cottage Street Advisors
Massachusetts
$3.68M +$4.8K +51 +0.1%
SCM
1244
Silvant Capital Management
Georgia
$3.67M – – –
TA
1245
Tiedemann Advisors
New York
$3.67M -$119K -1,261 -3%
Tudor Investment Corp
1246
Tudor Investment Corp
Connecticut
$3.67M +$2.34M +24,925 +177%
KA
1247
Kintegral Advisory
New York
$3.66M – – –
CS
1248
Comerica Securities
Michigan
$3.64M +$174K +1,852 +5%
PSP
1249
Principal Street Partners
Tennessee
$3.62M +$3.62M +38,444 New
HCA
1250
Horan Capital Advisors
Ohio
$3.61M +$69.1K +735 +2%
48 49
50
51 52