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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 %
NAM
1476
NTV Asset Management
West Virginia
$2.58M +$502K +5,331 +24%
LSA
1477
L & S Advisors
California
$2.57M +$18.9K +201 +0.7%
NNP
1478
Nachman Norwood & Parrott
South Carolina
$2.57M -$367K -3,905 -13%
UCMOK
1479
United Capital Management of KS
Kansas
$2.57M -$258K -2,744 -9%
OAM
1480
Origin Asset Management
United Kingdom
$2.57M -$1.97M -20,900 -43%
CNFG
1481
Creegan & Nassoura Financial Group
New Hampshire
$2.56M -$27.9K -297 -1%
MCM
1482
Mitchell Capital Management
Kansas
$2.56M +$38.5K +409 +2%
DLG
1483
Daniel L. Goodwin
$2.55M – – –
RWM
1484
RBA Wealth Management
California
$2.54M -$13.7K -146 -0.5%
WG
1485
Welch Group
Alabama
$2.53M +$229K +2,436 +10%
EWM
1486
Evermay Wealth Management
Virginia
$2.53M +$90K +957 +4%
CRCM
1487
Crystal Rock Capital Management
Illinois
$2.52M -$1.63M -17,275 -39%
DA
1488
Dillon & Associates
Michigan
$2.52M -$398K -4,234 -14%
AWS
1489
AJ Wealth Strategies
New York
$2.52M +$443K +4,711 +21%
AAM
1490
Aureus Asset Management
Massachusetts
$2.51M +$124K +1,319 +5%
AWA
1491
Arete Wealth Advisors
Illinois
$2.5M +$136K +1,448 +6%
BCFS
1492
Butensky & Cohen Financial Security
Florida
$2.5M +$1.28M +13,606 +105%
RIM
1493
Reliant Investment Management
Tennessee
$2.5M -$203K -2,160 -8%
AC
1494
Arjuna Capital
North Carolina
$2.49M -$747K -7,945 -23%
PAS
1495
Partnervest Advisory Services
California
$2.49M +$121K +1,291 +5%
CAG
1496
Csenge Advisory Group
Florida
$2.49M +$750K +7,968 +43%
SIC
1497
Shoker Investment Counsel
Ohio
$2.47M -$98.4K -1,046 -4%
DTL
1498
Dynamic Technology Lab
Singapore
$2.47M +$2.47M +26,280 New
OPA
1499
Old Port Advisors
Maine
$2.47M -$26.7K -284 -1%
CLCM
1500
Crawford Lake Capital Management
New Jersey
$2.47M +$2.47M +26,267 New
58 59
60
61 62