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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 %
BO
1451
Bank OZK
Arkansas
$2.69M +$93.9K +998 +4%
S
1452
Surevest
California
$2.69M +$476K +5,065 +22%
OC
1453
Oarsman Capital
Wisconsin
$2.67M +$1.07M +11,331 +66%
SWM
1454
Selective Wealth Management
Virginia
$2.67M +$2.63M +27,924 +6,124%
BC
1455
Burney Company
Virginia
$2.66M -$277K -2,940 -9%
SIAP
1456
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.66M +$269K +2,855 +11%
AM
1457
Account Management
Massachusetts
$2.66M +$2.66M +28,237 New
ANRIA
1458
American National Registered Investment Advisor
Texas
$2.65M – – –
FA
1459
FCG Advisors
New Jersey
$2.65M -$2.45K -26 -0.1%
OPPTF
1460
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.64M +$2.09M +22,263 +382%
PCA
1461
Providence Capital Advisors
North Carolina
$2.63M +$21.8K +232 +0.8%
ATI
1462
Act Two Investors
California
$2.63M – – –
FHA
1463
Flagship Harbor Advisors
Massachusetts
$2.63M +$347K +3,688 +15%
CA
1464
Continental Advisors
Utah
$2.62M – – –
NIM
1465
Nicollet Investment Management
Minnesota
$2.62M +$21.6K +230 +0.8%
P
1466
Pitcairn
Pennsylvania
$2.61M +$84.3K +896 +3%
KCMRT
1467
Kemper Corp Master Retirement Trust
Illinois
$2.61M -$583K -6,200 -18%
Fuller & Thaler Asset Management
1468
Fuller & Thaler Asset Management
California
$2.61M – – –
LM
1469
Lincluden Management
Ontario, Canada
$2.6M -$499K -3,168 -16%
TCBWMS
1470
Texas Capital Bank Wealth Management Services
Texas
$2.6M +$921K +9,788 +55%
PGWM
1471
Parisi Gray Wealth Management
New Jersey
$2.6M +$34.4K +366 +1%
QSS
1472
Quantitative Systematic Strategies
Florida
$2.59M +$1.88M +19,975 +263%
SSI
1473
Scott & Selber Inc
Texas
$2.58M -$200K -2,129 -7%
PFM
1474
Premier Fund Managers
United Kingdom
$2.58M -$268K -2,886 -9%
AFA
1475
Abacus FCF Advisors
Florida
$2.58M -$115K -1,240 -4%
57 58
59
60 61