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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 %
SCM
1726
Southport Capital Management
Tennessee
$1.81M +$236K +2,512 +15%
WPA
1727
West Paces Advisors
Georgia
$1.81M +$44.8K +476 +3%
IAIM
1728
International Assets Investment Management
Florida
$1.81M +$1.81M +136,283 New
HDIM
1729
Hanson & Doremus Investment Management
Vermont
$1.81M -$430K -4,569 -19%
ZDA
1730
Zweig-DiMenna Associates
New York
$1.81M +$1.81M +19,185 New
EGM
1731
Engineers Gate Manager
New York
$1.8M -$2.89M -30,754 -62%
LWAC
1732
Laurel Wealth Advisors (California)
California
$1.8M -$9.31K -99 -0.5%
ATC
1733
Adirondack Trust Company
New York
$1.8M -$56.5K -585 -3%
PIG
1734
Pantheon Investment Group
California
$1.79M -$413K -4,386 -19%
YIA
1735
YHB Investment Advisors
Connecticut
$1.79M +$59.5K +633 +3%
AWM
1736
Aberdeen Wealth Management
Illinois
$1.79M +$156K +1,663 +10%
AMIM
1737
Aull & Monroe Investment Management
Alabama
$1.79M -$107K -1,143 -6%
CCM
1738
CAAS Capital Management
New York
$1.79M +$282K +3,000 +19%
MFG
1739
Monte Financial Group
Connecticut
$1.78M +$120K +1,278 +7%
HCM
1740
Hodges Capital Management
Texas
$1.78M -$862K -9,169 -33%
NFG
1741
Next Financial Group
Texas
$1.78M +$214K +2,277 +14%
BL
1742
BFSG LLC
California
$1.77M +$100K +1,068 +6%
PAMG
1743
Patton Albertson Miller Group
Tennessee
$1.77M +$232K +2,465 +15%
CM
1744
Capula Management
Cayman Islands
$1.77M -$5.84M -62,134 -77%
FBFS
1745
First Business Financial Services
Wisconsin
$1.77M +$988K +10,502 +127%
BCM
1746
Beck Capital Management
Texas
$1.75M +$1.75M +18,643 New
MYIA
1747
Mount Yale Investment Advisors
Colorado
$1.75M +$341K +3,629 +24%
PFSC
1748
Peoples Financial Services Corp
Pennsylvania
$1.75M +$70.5K +750 +4%
QWM
1749
QP Wealth Management
New Jersey
$1.74M -$38.1K -405 -2%
QCM
1750
Quest Capital Management
Texas
$1.74M +$48.4K +515 +3%
68 69
70
71 72