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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 %
APP
1251
Avantax Planning Partners
Iowa
$3.61M -$457K -4,864 -11%
CCM
1252
Copeland Capital Management
Pennsylvania
$3.6M -$150K -1,600 -4%
AAMA
1253
Advanced Asset Management Advisors
Ohio
$3.6M +$94 +1 +0%
BCM
1254
Buckhead Capital Management
Georgia
$3.6M +$139K +1,474 +4%
BC
1255
Brookfield Corp
Ontario, Canada
$3.59M +$3.59M +38,162 New
RMSCM
1256
R.M. Sincerbeaux Capital Management
New York
$3.56M – – –
LRPA
1257
L. Roy Papp & Associates
Arizona
$3.52M -$30.8K -327 -0.9%
TNA
1258
True North Advisors
Texas
$3.51M +$820K +8,720 +30%
CF
1259
Centaurus Financial
California
$3.5M +$277K +2,949 +9%
SAM
1260
Smithbridge Asset Management
Pennsylvania
$3.5M +$788K +8,380 +29%
FPS
1261
Fieldpoint Private Securities
Connecticut
$3.5M -$31.4K -334 -0.9%
PWP
1262
Principle Wealth Partners
Connecticut
$3.49M -$5.17K -55 -0.1%
PPW
1263
Parcion Private Wealth
Washington
$3.49M +$154K +1,619 +5%
BA
1264
Baugh & Associates
Georgia
$3.49M +$382K +4,062 +12%
OFG
1265
Oxford Financial Group
Indiana
$3.49M -$339K -3,609 -9%
TA
1266
TFG Advisers
Michigan
$3.48M +$240K +2,553 +7%
SGA
1267
Strategic Global Advisors
California
$3.47M -$781K -8,300 -18%
AOWM
1268
Alpha Omega Wealth Management
Virginia
$3.47M -$9.03K -96 -0.3%
CNC
1269
Citizens & Northern Corp
Pennsylvania
$3.47M -$234K -2,484 -6%
LOPW
1270
Live Oak Private Wealth
North Carolina
$3.47M +$2.69M +28,623 +348%
LBC
1271
Lawrence B. Cohen
$3.46M +$78.1K +830 +2%
KPW
1272
Kore Private Wealth
New York
$3.46M +$212K +2,250 +7%
GIA
1273
Guyasuta Investment Advisors
Pennsylvania
$3.46M +$161K +1,716 +5%
DPIM
1274
Duff & Phelps Investment Management
Illinois
$3.45M +$75.3K +800 +2%
HCM
1275
HGI Capital Management
New York
$3.45M -$2.05M -21,795 -37%
49 50
51
52 53