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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 %
SFA
1276
Sequoia Financial Advisors
Ohio
$3.45M +$266K +2,830 +8%
CWM
1277
Chronos Wealth Management
Florida
$3.44M -$37.9K -403 -1%
CSM
1278
CAMG Solamere Management
North Carolina
$3.43M -$1.52M -16,122 -31%
EFSCE
1279
Enterprise Financial Services Corp (EFSC)
Missouri
$3.39M -$141K -1,495 -4%
SIM
1280
Stratos Investment Management
Ohio
$3.38M +$593K +6,308 +21%
ETC
1281
Exchange Traded Concepts
Oklahoma
$3.37M +$3.37M +35,792 +49,030%
COI
1282
Connable Office Inc
Michigan
$3.37M +$440K +4,677 +15%
AFM
1283
Andesa Financial Management
Pennsylvania
$3.35M +$185K +1,972 +6%
SIMM
1284
Stillwater Investment Management (Minnesota)
Minnesota
$3.35M +$9.78K +104 +0.3%
TB
1285
Terril Brothers
Missouri
$3.34M -$46.1K -490 -1%
MERSOM
1286
Municipal Employees' Retirement System of Michigan
Michigan
$3.34M -$3.52M -37,460 -51%
EIM
1287
Essex Investment Management
Massachusetts
$3.34M +$2.12M +22,530 +174%
BP
1288
BBR Partners
New York
$3.34M -$201K -2,142 -6%
GAG
1289
GM Advisory Group
New York
$3.33M +$312K +3,313 +10%
MSWM
1290
Mader & Shannon Wealth Management
Missouri
$3.33M +$3.33M +35,376 New
BG
1291
Berry Group
Massachusetts
$3.32M – – –
EFS
1292
Essex Financial Services
Connecticut
$3.32M -$294K -3,130 -8%
VRM
1293
Vectors Research Management
New York
$3.32M +$387K +4,120 +13%
ADL
1294
Asset Dedication LLC
California
$3.32M +$271K +2,890 +9%
PAM
1295
Paradigm Asset Management
New York
$3.32M -$499K -5,300 -13%
AF
1296
Advisornet Financial
Minnesota
$3.32M +$113K +1,205 +4%
SFA
1297
Souders Financial Advisors
Ohio
$3.31M +$535K +5,690 +19%
CBTWT
1298
Community Bank & Trust (Waco, Texas)
Texas
$3.31M +$176K +1,873 +6%
MCP
1299
Mirador Capital Partners
California
$3.31M +$84.2K +895 +3%
WIC
1300
Whitegate Investment Counselors
New Hampshire
$3.3M +$56.9K +605 +2%
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