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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 %
MCC
1576
Malaga Cove Capital
California
$2.2M +$401K +4,263 +22%
EP
1577
Edgestream Partners
New Jersey
$2.19M +$2.19M +23,308 New
CAM
1578
Centre Asset Management
New York
$2.19M -$1.27M -13,460 -37%
FSCM
1579
Front Street Capital Management
Montana
$2.18M +$18.1K +192 +0.8%
WWM
1580
Windsor Wealth Management
Indiana
$2.18M +$824K +8,763 +61%
NPA
1581
Nichols & Pratt Advisers
Massachusetts
$2.18M -$1.88K -20 -0.1%
FC
1582
Forte Capital
New York
$2.17M -$12.7K -135 -0.6%
DMK
1583
David M. Knott
$2.17M – – –
CFGS
1584
Concourse Financial Group Securities
Alabama
$2.17M +$564 +6 +0%
ANB
1585
Amarillo National Bank
Texas
$2.16M – – –
TAL
1586
TIG Advisors LLC
New York
$2.16M +$2.16M +22,968 New
WANY
1587
Wealthspire Advisors (New York)
New York
$2.16M -$3.74M -39,792 -63%
IF
1588
Intrua Financial
Texas
$2.16M +$2.16M +21,086 New
9WM
1589
9258 Wealth Management
Ohio
$2.16M +$62.9K +669 +3%
BMC
1590
Beaton Management Company
Massachusetts
$2.16M +$42.3K +450 +2%
SC
1591
Sawyer & Company
Massachusetts
$2.15M – – –
CA
1592
Claro Advisors
Massachusetts
$2.15M +$37.9K +403 +2%
CCA
1593
Cobblestone Capital Advisors
New York
$2.15M -$279K -2,969 -12%
HKIM
1594
Hayek Kallen Investment Management
Alabama
$2.14M +$325K +3,460 +18%
WLPWM
1595
Walled Lake Planning & Wealth Management
Illinois
$2.14M +$2.09M +22,188 +3,826%
GBBWRPM
1596
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.14M -$5.74K -61 -0.3%
HWA
1597
Heritage Way Advisors
Illinois
$2.14M +$4.89K +52 +0.2%
AL
1598
Aspiriant LLC
California
$2.14M -$171K -1,818 -7%
MSA
1599
Marino Stram & Associates
Massachusetts
$2.14M +$454K +4,823 +27%
VMPIC
1600
Varma Mutual Pension Insurance Co
Finland
$2.13M +$2.13M +22,674 New
62 63
64
65 66