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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 %
IBOK
1426
Independence Bank of Kentucky
Kentucky
$2.8M -$270K -2,875 -9%
CIP
1427
Capital Insight Partners
Arizona
$2.8M +$109K +1,159 +4%
SACTSONJ
1428
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.79M – – –
TNBTD
1429
Trustmark National Bank Trust Department
Mississippi
$2.78M +$236K +2,507 +9%
JWCA
1430
J.W. Coons Advisors
Ohio
$2.77M -$359K -3,815 -11%
GRP
1431
Global Retirement Partners
California
$2.77M +$218K +2,320 +9%
MC
1432
Mathes Company
New York
$2.77M -$23.5K -250 -0.8%
ST
1433
Smithfield Trust
Pennsylvania
$2.77M -$105K -1,119 -4%
MSAM
1434
Moloney Securities Asset Management
Missouri
$2.77M +$221K +2,345 +9%
HCM
1435
Hall Capital Management
Rhode Island
$2.77M +$117K +1,242 +4%
NEIRG
1436
New England Investment & Retirement Group
Massachusetts
$2.77M +$386K +4,103 +16%
BBWA
1437
Bell & Brown Wealth Advisors
California
$2.75M +$116K +1,183 +4%
TWA
1438
TCI Wealth Advisors
Arizona
$2.75M -$54.2K -576 -2%
CMTU
1439
Capital Markets Trading (UK)
United Kingdom
$2.74M +$1.39M +14,744 +102%
AC
1440
Asio Capital
Kentucky
$2.74M +$53.7K +571 +2%
PAM
1441
Pegasus Asset Management
New York
$2.73M +$40.4K +430 +2%
BSB
1442
Bangor Savings Bank
Maine
$2.73M +$43.5K +462 +2%
AIC
1443
Argus Investors Counsel
New York
$2.72M +$259K +2,753 +11%
HL
1444
HeadInvest LLC
Maine
$2.71M +$88.8K +944 +3%
MPM
1445
Meritage Portfolio Management
Kansas
$2.71M +$25.4K +270 +0.9%
CST
1446
Charles Schwab Trust
Nevada
$2.7M +$70K +744 +3%
FI
1447
FormulaFolio Investments
Michigan
$2.7M +$1.07M +11,350 +65%
CHC
1448
City Holding Co
West Virginia
$2.7M +$178K +1,890 +7%
GLA
1449
Great Lakes Advisors
Illinois
$2.69M -$942K -10,021 -26%
HB
1450
Homrich & Berg
Georgia
$2.69M +$205K +2,178 +8%
56 57
58
59 60