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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 %
IIC
1626
Integrated Investment Consultants
Michigan
$2.04M -$230K -2,442 -10%
NIT
1627
NumerixS Investment Technologies
British Columbia, Canada
$2.04M +$336K +3,572 +20%
GWM
1628
Graybill Wealth Management
Illinois
$2.04M +$14.4K +153 +0.7%
CPA
1629
Court Place Advisors
Maryland
$2.04M -$18.8K -200 -0.9%
WAS
1630
Winch Advisory Services
Wisconsin
$2.04M +$1.54M +16,372 +309%
CA
1631
Cornerstone Advisory
Maryland
$2.03M +$1.01M +10,690 +98%
NPP
1632
New Potomac Partners
Maryland
$2.02M +$24.9K +265 +1%
MGIA
1633
Moneta Group Investment Advisors
Missouri
$2.01M +$233K +2,474 +13%
EF
1634
Empirical Finance
Pennsylvania
$2.01M +$240K +2,555 +14%
ET
1635
Equitable Trust
Tennessee
$2.01M -$1.17M -12,478 -37%
AIM
1636
Aspen Investment Management
Michigan
$2.01M +$539K +5,728 +37%
LDB
1637
Lee, Danner & Bass
Tennessee
$2M +$54.2K +576 +3%
CWAG
1638
Compton Wealth Advisory Group
Virginia
$2M -$51.1K -543 -2%
CIA
1639
CSat Investment Advisory
Michigan
$2M -$338K -3,597 -14%
ADBIC
1640
A.D. Beadell Investment Counsel
Wisconsin
$2M -$267K -2,835 -12%
SWA
1641
Stratos Wealth Advisors
Ohio
$2M +$1.07M +11,353 +115%
SWP
1642
Strategic Wealth Partners
Ohio
$2M +$539K +5,731 +37%
IA
1643
IndexIQ Advisors
New York
$1.99M +$2.35K +25 +0.1%
SFG
1644
StrategIQ Financial Group
Indiana
$1.99M -$93.2K -991 -4%
Harris Associates
1645
Harris Associates
Illinois
$1.99M – – –
CCM
1646
Coe Capital Management
Illinois
$1.99M +$23.2K +247 +1%
ACG
1647
Allen Capital Group
Nebraska
$1.99M +$204K +2,167 +11%
CPA
1648
Capital Planning Advisors
California
$1.98M -$11.6K -123 -0.6%
ED
1649
Exane Derivatives
France
$1.98M -$780K -8,293 -28%
LCM
1650
Leisure Capital Management
California
$1.97M -$21.9K -233 -1%
64 65
66
67 68