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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 %
WCM
1601
Wunderlich Capital Managemnt
Tennessee
$2.13M +$14.6K +155 +0.7%
APG
1602
Abacus Planning Group
South Carolina
$2.13M -$90.6K -963 -4%
PFBT
1603
Parkside Financial Bank & Trust
Missouri
$2.13M +$80.7K +858 +4%
SCM
1604
SOL Capital Management
Maryland
$2.12M +$44.7K +475 +2%
IRAG
1605
Investment Research & Advisory Group
Georgia
$2.12M +$286K +3,042 +16%
KA
1606
Kovack Advisors
Florida
$2.11M -$56.6K -602 -3%
FCA
1607
FLC Capital Advisors
California
$2.11M +$197K +2,070 +10%
PH
1608
Pinnacle Holdings
Oklahoma
$2.1M +$14.3K +152 +0.7%
TMAM
1609
Tokio Marine Asset Management
Japan
$2.1M +$134K +1,427 +7%
ACS
1610
Archford Capital Strategies
Illinois
$2.1M +$116K +1,236 +6%
HIC
1611
Harvey Investment Company
Kentucky
$2.09M +$109K +1,159 +5%
AFA
1612
Arlington Financial Advisors
California
$2.09M -$65.3K -694 -3%
CCFM
1613
Clear Creek Financial Management
Washington
$2.09M +$1.24M +13,162 +145%
AIA
1614
Armor Investment Advisors
North Carolina
$2.09M +$103K +1,095 +5%
PBC
1615
Pavion Blue Capital
California
$2.09M +$43.5K +462 +2%
HPCM
1616
High Pointe Capital Management
Illinois
$2.08M -$73.4K -780 -3%
BFC
1617
Blue Fin Capital
Rhode Island
$2.08M -$70.5K -750 -3%
IAS
1618
IMA Advisory Services
Colorado
$2.08M +$3.48K +37 +0.2%
BCM
1619
Blume Capital Management
California
$2.07M -$15.8K -168 -0.8%
ARMT
1620
Amica Retiree Medical Trust
Rhode Island
$2.07M – – –
GIM
1621
Guardian Investment Management
California
$2.06M -$4.7K -50 -0.2%
BFA
1622
Brendel Financial Advisors
New Hampshire
$2.06M – – –
PRWA
1623
Platte River Wealth Advisors
Colorado
$2.06M +$2.06M +21,709 New
PA
1624
Procyon Advisors
Connecticut
$2.05M +$495K +5,259 +32%
MWA
1625
Meridian Wealth Advisors
Texas
$2.05M +$220K +2,337 +12%
63 64
65
66 67