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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
1801
Seascape Capital Management
New Hampshire
$1.62M -$21.6K -230 -1%
WCM
1802
Weik Capital Management
Pennsylvania
$1.61M -$146K -1,550 -8%
NME
1803
Notis-McConarty Edward
$1.6M – – –
MWM
1804
Mission Wealth Management
California
$1.6M +$230K +2,444 +17%
OA
1805
Oak Associates
Ohio
$1.6M – – –
GGHC
1806
Gilder Gagnon Howe & Co
New York
$1.59M -$2.16K -23 -0.1%
NWP
1807
Northstar Wealth Partners
Connecticut
$1.59M +$126K +1,338 +9%
TWI
1808
Thomas White International
Illinois
$1.59M – – –
CWM
1809
Connecticut Wealth Management
Connecticut
$1.58M -$7.72K -82 -0.5%
SCM
1810
Spreng Capital Management
Ohio
$1.58M -$203K -2,153 -11%
CFFP
1811
Center for Financial Planning
Michigan
$1.58M +$71.2K +757 +5%
FCCM
1812
First City Capital Management
Georgia
$1.58M +$7.62K +81 +0.5%
KFI
1813
Key Financial Inc
Pennsylvania
$1.58M -$13.6K -146 -0.9%
BCM
1814
Birmingham Capital Management
Alabama
$1.57M +$35.3K +375 +2%
DAC
1815
Dividend Assets Capital
South Carolina
$1.57M -$360K -3,822 -19%
RMAM
1816
Raab & Moskowitz Asset Management
New Jersey
$1.57M -$28.4K -302 -2%
SCI
1817
Stableford Capital II
Arizona
$1.57M +$1.57M +16,655 New
FWM
1818
Fairhaven Wealth Management
Illinois
$1.57M +$422K +4,491 +37%
IPGDR
1819
Investidor Profissional Gestao de Recursos
Brazil
$1.56M -$3.6M -38,290 -70%
NL
1820
NVWM LLC
Pennsylvania
$1.56M +$70.7K +751 +5%
DCM
1821
Davidson Capital Management
Texas
$1.55M +$146K +1,557 +10%
S
1822
Seeyond
France
$1.55M +$495K +5,261 +47%
WA
1823
Wealth Alliance
New York
$1.55M +$327K +3,472 +27%
HIC
1824
Holderness Investments Company
North Carolina
$1.55M +$252K +2,680 +19%
SMC
1825
Smith, Moore & Co
Missouri
$1.55M +$564 +6 +0%
71 72
73
74 75