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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 %
BWM
1851
BigSur Wealth Management
Florida
$1.48M -$282K -3,000 -16%
HFG
1852
Heron Financial Group
New York
$1.48M +$41.1K +427 +3%
NCM
1853
Neumann Capital Management
California
$1.47M – – –
PWA
1854
Providence Wealth Advisors
Illinois
$1.47M +$112K +1,186 +8%
QT
1855
Quantbot Technologies
New York
$1.47M +$763K +8,118 +108%
GG
1856
Gleason Group
Kentucky
$1.47M +$12.9K +137 +0.9%
QT
1857
Quantamental Technologies
New York
$1.45M +$479K +5,093 +49%
VPIM
1858
Vanguard Personalized Indexing Management
California
$1.45M +$340K +3,611 +31%
KS
1859
Karpas Strategies
Connecticut
$1.45M +$2.63K +28 +0.2%
RWM
1860
Ritholtz Wealth Management
New York
$1.45M +$541K +5,755 +59%
RP
1861
Rowlandmiller & Partners
Georgia
$1.44M +$303K +3,216 +27%
IMRF
1862
Illinois Municipal Retirement Fund
Illinois
$1.44M +$243K +2,586 +20%
RB
1863
Rodgers Brothers
Pennsylvania
$1.43M +$80.2K +853 +6%
SG
1864
StoneX Group
New York
$1.43M +$55.9K +594 +4%
CFG
1865
CKW Financial Group
Hawaii
$1.43M – – –
1WA
1866
180 Wealth Advisors
Washington
$1.42M -$15.5K -158 -1%
TC
1867
Trust Company
Kansas
$1.42M -$242K -2,570 -15%
VC
1868
Veracity Capital
Georgia
$1.42M +$1.25M +134,832 +739%
SIG
1869
Sargent Investment Group
Maryland
$1.41M +$23.8K +255 +2%
YWP
1870
YorkBridge Wealth Partners
New York
$1.41M -$30.7K -326 -2%
NISOA
1871
National Investment Services of America
Wisconsin
$1.41M -$25.1K -267 -2%
GPCM
1872
Granite Point Capital Management
Massachusetts
$1.41M – – –
CI
1873
CAZ Investments
Texas
$1.41M +$735K +7,818 +109%
SM
1874
SG3 Management
Puerto Rico
$1.41M +$1.41M +15,000 New
AFM
1875
Anson Funds Management
Texas
$1.41M +$1.41M +15,000 New
73 74
75
76 77