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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 %
CP
1326
Corbenic Partners
Pennsylvania
$3.19M -$47.2K -502 -1%
OIM
1327
Opus Investment Management
Massachusetts
$3.18M – – –
WBC
1328
West Branch Capital
Massachusetts
$3.17M +$171K +1,814 +6%
BA
1329
Ballast Advisors
Minnesota
$3.17M +$2.91M +30,922 +1,103%
TSWM
1330
Triangle Securities Wealth Management
North Carolina
$3.17M +$62.6K +666 +2%
S
1331
SignatureFD
Georgia
$3.17M -$24.2K -257 -0.8%
BWAM
1332
Boyd Watterson Asset Management
Ohio
$3.16M +$3.95K +42 +0.1%
NP
1333
NorthRock Partners
Minnesota
$3.16M +$646K +6,865 +26%
JIC
1334
Joel Isaacson & Co
New York
$3.15M +$143K +1,518 +5%
NB
1335
Northwest Bancshares
Pennsylvania
$3.14M +$220K +2,335 +8%
BKA
1336
Brick & Kyle Associates
Pennsylvania
$3.14M +$63.7K +680 +2%
LFA
1337
Legacy Financial Advisors
Kentucky
$3.14M +$135K +1,435 +4%
FA
1338
FMA Advisory
Pennsylvania
$3.11M +$18.3K +195 +0.6%
CAM
1339
Chou Associates Management
Ontario, Canada
$3.11M – – –
IWC
1340
Integrated Wealth Concepts
Massachusetts
$3.11M +$246K +2,616 +9%
EBT
1341
Enterprise Bank & Trust
Massachusetts
$3.11M +$102K +1,086 +3%
IWM
1342
IHT Wealth Management
Illinois
$3.1M -$270K -2,872 -8%
VPI
1343
Value Partners Investments
Manitoba, Canada
$3.1M +$2.78M +29,544 +867%
EWA
1344
Exencial Wealth Advisors
Oklahoma
$3.09M +$1.86M +19,797 +151%
MHS
1345
M Holdings Securities
Oregon
$3.09M -$1.63M -17,285 -34%
DCM
1346
Delta Capital Management
New Jersey
$3.08M -$802K -8,520 -21%
MM
1347
Meridian Management
Arkansas
$3.08M +$807K +8,574 +36%
FLI
1348
Family Legacy Inc
South Carolina
$3.07M -$43.4K -461 -1%
TBNY
1349
Trustco Bank (New York)
New York
$3.07M -$14.1K -150 -0.5%
WEC
1350
Winslow Evans & Crocker
Massachusetts
$3.06M +$118K +1,254 +4%
52 53
54
55 56