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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 %
CH
1651
Canton Hathaway
Rhode Island
$1.97M – – –
BFA
1652
Beaumont Financial Advisors
Massachusetts
$1.96M +$97.7K +1,039 +5%
SOAMC
1653
Spirit of America Management Corp
New York
$1.96M +$259K +2,750 +15%
FPB
1654
First PREMIER Bank
South Dakota
$1.95M +$191K +2,032 +11%
IWA
1655
Intercontinental Wealth Advisors
Texas
$1.95M +$381K +4,054 +24%
OSIA
1656
O'Shares Investment Advisers
Massachusetts
$1.94M +$1.94M +20,581 New
AMG
1657
Advisors Management Group
Wisconsin
$1.94M -$55.5K -590 -3%
IC
1658
Inscription Capital
Texas
$1.94M +$24.1K +256 +1%
PAMP
1659
Polar Asset Management Partners
Ontario, Canada
$1.93M +$1.93M +20,551 New
NB
1660
Nicolet Bankshares
Wisconsin
$1.93M +$277K +2,942 +17%
BCI
1661
Brinker Capital Investments
Pennsylvania
$1.93M +$1.08M +11,530 +128%
FMT
1662
First Mercantile Trust
Tennessee
$1.93M +$317K +3,372 +20%
PA
1663
PFG Advisors
Arizona
$1.93M +$66.1K +687 +4%
SCP
1664
Sandhill Capital Partners
New York
$1.93M +$1.05M +11,206 +121%
CPO
1665
Cerity Partners OCIO
New York
$1.93M +$211K +2,242 +12%
TAM
1666
Townsend Asset Management
North Carolina
$1.92M +$433K +4,609 +29%
HWA
1667
HCR Wealth Advisors
California
$1.92M +$102K +1,098 +6%
IDBONY
1668
Israel Discount Bank of New York
New York
$1.92M -$348K -3,696 -15%
BWP
1669
Baldwin Wealth Partners
Massachusetts
$1.92M – – –
NSB
1670
Norway Savings Bank
Maine
$1.92M +$75.7K +805 +4%
NAMP
1671
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.91M -$70.6K -750 -4%
RA
1672
RFG Advisory
Alabama
$1.91M +$140K +1,492 +8%
KTC
1673
Kistler-Tiffany Companies
Pennsylvania
$1.91M +$241K +2,558 +14%
V
1674
VeraBank
Texas
$1.91M +$21.2K +225 +1%
GLA
1675
Good Life Advisors
Pennsylvania
$1.91M -$20.7K -220 -1%
65 66
67
68 69