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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 %
GKFF
1301
George Kaiser Family Foundation
Oklahoma
$3.3M -$376 -4 -0%
JC
1302
JBF Capital
Colorado
$3.29M -$2.82M -30,000 -46%
6CM
1303
683 Capital Management
New York
$3.29M – – –
UM
1304
Ulysses Management
New York
$3.29M +$470K +5,000 +17%
LFDLE
1305
La Financiere de L'Echiquier
France
$3.29M +$752K +8,000 +30%
IG
1306
ING Group
Netherlands
$3.29M -$12.3M -130,475 -79%
LPIC
1307
LeJeune Puetz Investment Counsel
Michigan
$3.29M -$310K -3,295 -9%
HC
1308
HNP Capital
New York
$3.29M -$4.92M -53,129 -60%
SIA
1309
SeaBridge Investment Advisors
New Jersey
$3.28M +$3.76K +40 +0.1%
EGA
1310
E&G Advisors
Texas
$3.28M +$145K +1,545 +5%
GCM
1311
Gibraltar Capital Management
Oklahoma
$3.27M +$112K +1,191 +4%
AAS
1312
Annex Advisory Services
Wisconsin
$3.27M +$302K +3,215 +10%
GD
1313
Grandfield & Dodd
New York
$3.27M +$4.71K +50 +0.1%
NIA
1314
Northstar Investment Advisors
Colorado
$3.26M -$83.9K -892 -3%
HWM
1315
Hohimer Wealth Management
Washington
$3.25M +$669K +7,111 +26%
NFG
1316
NewFocus Financial Group
Washington
$3.24M +$157K +1,670 +5%
CL
1317
CPWM LLC
Washington
$3.22M +$122K +1,293 +4%
MPIA
1318
Mountain Pacific Investment Advisers
Idaho
$3.22M +$226K +2,402 +8%
CPC
1319
Congress Park Capital
New York
$3.22M +$74.4K +791 +2%
TGAM
1320
TBH Global Asset Management
Tennessee
$3.22M +$667K +7,089 +26%
TW
1321
TrinityPoint Wealth
Connecticut
$3.22M -$170K -1,804 -5%
KLCM
1322
KG&L Capital Management
Louisiana
$3.21M +$282K +2,995 +10%
CCA
1323
Checchi Capital Advisers
California
$3.2M +$20.5K +218 +0.6%
KJHP
1324
K.J. Harrison & Partners
Ontario, Canada
$3.19M +$1.17M +12,490 +58%
JWCA
1325
J.W. Cole Advisors
Florida
$3.19M +$2.51M +26,665 +367%
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