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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 %
FANJ
1776
Financial Architects (New Jersey)
New Jersey
$1.67M +$220K +2,338 +15%
QFA
1777
Quattro Financial Advisors
Texas
$1.67M +$1.67M +18,232 New
NCM
1778
Northside Capital Management
Oregon
$1.66M +$393K +4,180 +31%
VHAM
1779
Van Hulzen Asset Management
California
$1.66M +$423K +4,494 +34%
RWM
1780
RKL Wealth Management
Pennsylvania
$1.66M +$48.1K +511 +3%
RIA
1781
Regal Investment Advisors
Michigan
$1.66M +$1.66M +17,590 New
SLT
1782
St Louis Trust
Missouri
$1.65M – – –
CAM
1783
CenterStar Asset Management
Illinois
$1.65M -$260K – –
FFG
1784
Fortem Financial Group
California
$1.65M -$180K -1,917 -10%
SFFS
1785
Stonehage Fleming Financial Services
Jersey
$1.65M -$237K -2,540 -13%
PCG
1786
Private Capital Group
Connecticut
$1.65M -$26.1K -277 -2%
RWB
1787
RMR Wealth Builders
New Jersey
$1.65M +$1.65M +17,532 New
WAP
1788
Wealthcare Advisory Partners
Pennsylvania
$1.65M +$68K +723 +4%
DAM
1789
Delta Asset Management
Tennessee
$1.65M -$26.6K -283 -2%
TCM
1790
Tandem Capital Management
New Jersey
$1.65M -$46.1K -490 -3%
PC
1791
Port Capital
Illinois
$1.65M +$3.1K +33 +0.2%
CAC
1792
Certified Advisory Corp
Florida
$1.64M +$277K +2,948 +20%
OL
1793
Optas LLC
Texas
$1.64M +$537K +5,713 +49%
DTC
1794
Davidson Trust Company
Washington
$1.64M +$9.4K +100 +0.6%
BOS
1795
Bingham Osborn & Scarborough
California
$1.63M +$18.3K +195 +1%
BEC
1796
Blue Edge Capital
Virginia
$1.63M +$199K +2,115 +14%
MWM
1797
Mattern Wealth Management
Kansas
$1.63M +$36.7K +390 +2%
FPIS
1798
Financial Planning & Information Services
Wisconsin
$1.63M – – –
MIP
1799
Marietta Investment Partners
Wisconsin
$1.63M +$79.9K +850 +5%
BCM
1800
Brooktree Capital Management
Michigan
$1.62M – – –
70 71
72
73 74