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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 %
KF
1826
Krilogy Financial
Missouri
$1.54M -$43.2K -459 -3%
AFS
1827
Access Financial Services
Minnesota
$1.54M -$27.3K -290 -2%
AP
1828
Americana Partners
Texas
$1.54M -$263K -2,799 -15%
AIM
1829
Acropolis Investment Management
Missouri
$1.53M +$168K +1,789 +12%
ATWA
1830
Arbor Trust Wealth Advisors
Michigan
$1.53M -$26.3K -280 -2%
CWM
1831
Cornerstone Wealth Management
Missouri
$1.53M +$245K +2,602 +19%
MWA
1832
Moser Wealth Advisors
Washington
$1.53M +$1.42M +15,075 +1,311%
DC
1833
DeDora Capital
California
$1.52M +$108K +1,147 +8%
HWA
1834
Heritage Wealth Advisors
Virginia
$1.52M +$9.88K +105 +0.7%
VCAM
1835
Van Cleef Asset Management
Ohio
$1.52M -$39.8K -423 -3%
CA
1836
Corrado Advisors
New Jersey
$1.52M +$1.12M +11,860 +276%
RCM
1837
RB Capital Management
Nevada
$1.52M +$34.3K +365 +2%
QPWM
1838
Quadrant Private Wealth Management
Pennsylvania
$1.52M +$527K +5,597 +53%
APWM
1839
Atlas Private Wealth Management
New York
$1.52M +$9.97K +106 +0.7%
HH
1840
Hilltop Holdings
Texas
$1.51M +$240K +2,547 +19%
MIM
1841
Miller Investment Management
Pennsylvania
$1.51M – – –
FFG
1842
Ford Financial Group
California
$1.51M – – –
RTC
1843
Riverview Trust Company
Washington
$1.51M – – –
BMC
1844
Benin Management Corp
Connecticut
$1.5M -$20.7K -220 -1%
LSAG
1845
Lake Street Advisors Group
New Hampshire
$1.49M -$9.78K -104 -0.7%
OAM
1846
Oak Asset Management
California
$1.49M +$96.5K +1,026 +7%
OCPWS
1847
One Charles Private Wealth Services
Massachusetts
$1.49M +$30.5K +308 +2%
OPS
1848
Orion Portfolio Solutions
Nebraska
$1.49M +$233K +2,476 +19%
QC
1849
Quadrature Capital
United Kingdom
$1.49M -$312K -3,324 -17%
CIM
1850
CIM Investment Management
Pennsylvania
$1.49M – – –
72 73
74
75 76