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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 %
ODG
1751
O'Dell Group
Ohio
$1.74M +$249K +2,642 +17%
HCM
1752
Hollencrest Capital Management
California
$1.74M -$2.73K -29 -0.2%
IAS
1753
Investment Advisory Services
Texas
$1.74M +$129K +1,377 +8%
ZCI
1754
Zevenbergen Capital Investments
Washington
$1.73M -$202K -2,150 -10%
GEA
1755
Glen Eagle Advisors
New Jersey
$1.72M +$23.2K +247 +1%
ESB
1756
Essex Savings Bank
Connecticut
$1.72M +$6.39K +68 +0.4%
OCM
1757
Orleans Capital Management
Louisiana
$1.72M +$1.72M +18,244 New
LOAMS
1758
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.71M -$1.73M -18,444 -50%
CT
1759
Columbia Trust
Oregon
$1.7M +$137K +1,458 +9%
QIM
1760
Quantitative Investment Management
Virginia
$1.7M +$1.7M +18,103 New
COF
1761
Capital One Financial
Virginia
$1.7M -$322K -3,426 -16%
RCG
1762
Rock Creek Group
District of Columbia
$1.69M -$400K -4,256 -19%
MC
1763
Martin & Co
Tennessee
$1.69M -$11.8K -125 -0.7%
FMW
1764
Farr Miller & Washington
District of Columbia
$1.69M -$1.73M -18,378 -51%
AWM
1765
Affinity Wealth Management
Delaware
$1.69M – – –
EHC
1766
Everett Harris & Co
California
$1.69M -$55.1K -586 -3%
AWE
1767
Avidian Wealth Enterprises
Texas
$1.69M +$156K +1,655 +10%
AIP
1768
Almanack Investment Partners
Pennsylvania
$1.69M -$357K -3,796 -17%
IFWM
1769
Institute for Wealth Management
Colorado
$1.68M -$9.97K -106 -0.6%
RCA
1770
Resonant Capital Advisors
Wisconsin
$1.68M -$492K -5,226 -23%
GC
1771
Guardian Capital
Ontario, Canada
$1.68M +$371K +3,941 +28%
MFG
1772
Merit Financial Group
Georgia
$1.67M +$105K +1,112 +7%
WIM
1773
Waverton Investment Management
United Kingdom
$1.67M +$229K +2,440 +16%
PP
1774
Professional Planning
California
$1.67M -$926K -9,842 -36%
PCM
1775
Pennsylvania Capital Management
Pennsylvania
$1.67M +$1.33M +14,150 +395%
69 70
71
72 73