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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 %
HPIA
1401
Hamilton Point Investment Advisors
North Carolina
$2.86M +$89.3K +949 +3%
JFGIW
1402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.86M +$557K +5,921 +24%
HIS
1403
Horizon Investment Services
Indiana
$2.86M -$752 -8 -0%
TPWA
1404
TRUE Private Wealth Advisors
Oregon
$2.86M -$395K -4,200 -12%
TIA
1405
Tiemann Investment Advisors
California
$2.86M -$103K -1,100 -3%
IC
1406
Investment Counsel
Michigan
$2.85M +$207K +2,200 +8%
CI
1407
CX Institutional
Indiana
$2.85M +$397K +4,225 +16%
LI
1408
Lafayette Investments
Maryland
$2.85M +$863K +9,179 +43%
HCM
1409
Harvey Capital Management
Florida
$2.85M +$2.85M +30,300 New
IAMOG
1410
Investors Asset Management of Georgia
Georgia
$2.84M +$33.9K +360 +1%
PG
1411
Patten Group
Tennessee
$2.84M +$9.97K +106 +0.4%
ODCM
1412
Old Dominion Capital Management
Virginia
$2.83M +$10.6K +113 +0.4%
MCM
1413
Manchester Capital Management
Vermont
$2.83M +$365K +3,880 +15%
BC
1414
Burleson & Co
California
$2.82M -$489K -4,921 -15%
SP
1415
Symmetry Partners
Connecticut
$2.82M -$744K -7,913 -21%
MFS
1416
Monetta Financial Services
Illinois
$2.82M -$470K -5,000 -14%
AH
1417
Allen Holding
New York
$2.82M – – –
BL
1418
Bleichroeder LP
New York
$2.82M – – –
CCM
1419
Carderock Capital Management
Maryland
$2.82M +$69.3K +737 +3%
MCM
1420
McMillion Capital Management
North Carolina
$2.82M -$1.09M -11,621 -28%
CWM
1421
Chesapeake Wealth Management
Virginia
$2.82M +$12.2K +130 +0.4%
TFS
1422
Thoroughbred Financial Services
Tennessee
$2.81M -$1.94M -20,619 -41%
RDWM
1423
Red Door Wealth Management
Tennessee
$2.81M +$137K +1,462 +5%
CGL
1424
Clarius Group LLC
Washington
$2.8M +$2.07K +22 +0.1%
ZIG
1425
Zuckerman Investment Group
Illinois
$2.8M +$2.57M +27,347 +1,121%
55 56
57
58 59