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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 %
BCWM
1501
Blue Chip Wealth Management
Florida
$2.47M +$150K +1,596 +6%
CAAS
1502
Capital Asset Advisory Services
Michigan
$2.46M +$156K +1,505 +7%
NF
1503
Nikulski Financial
Iowa
$2.46M +$204K +2,171 +9%
SSWM
1504
Sheets Smith Wealth Management
North Carolina
$2.46M -$564 -6 -0%
GWMIA
1505
Global Wealth Management Investment Advisory
Florida
$2.46M +$206K +2,193 +9%
WA
1506
WESPAC Advisors
California
$2.46M +$2.46M +26,105 New
WP
1507
WealthSource Partners
California
$2.45M -$558K -5,932 -19%
EML
1508
Eos Management LP
New York
$2.45M – – –
PFT
1509
Providence First Trust
Arizona
$2.44M +$2.44M +25,962 New
HCM
1510
Hudson Capital Management
New Jersey
$2.44M +$18.2K +193 +0.8%
TFS
1511
TrustCore Financial Services
Tennessee
$2.44M +$100K +1,063 +4%
CIAS
1512
Capital Investment Advisory Services
North Carolina
$2.43M +$229K +2,430 +10%
VCM
1513
Virtue Capital Management
Tennessee
$2.43M +$2.43M +25,799 New
BOS
1514
Bank of Stockton
California
$2.42M +$85.8K +912 +4%
MFG
1515
Magnus Financial Group
New York
$2.42M +$110K +1,166 +5%
FC
1516
Fusion Capital
South Carolina
$2.42M +$215K +2,288 +10%
WA
1517
Wasatch Advisors
Utah
$2.42M +$616K +6,548 +34%
BDF
1518
Balasa Dinverno & Foltz
$2.42M -$664K -7,060 -22%
SHA
1519
Seneca House Advisors
Virginia
$2.41M +$198K +2,108 +9%
IHL
1520
Investment House LLC
California
$2.41M -$3.52M -37,410 -59%
FAIM
1521
Financial Advocates Investment Management
Washington
$2.4M +$719K +7,640 +43%
GIC
1522
Gantzert Investment Company
Illinois
$2.4M -$153K -1,630 -6%
MVA
1523
Mount Vernon Associates
Maryland
$2.4M -$3.29K -35 -0.1%
CCM
1524
Canal Capital Management
Virginia
$2.4M +$41.7K +443 +2%
JSMC
1525
Jess S. Morgan & Co
California
$2.4M +$67.9K +722 +3%
59 60
61
62 63