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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 %
QI
1876
Qtron Investments
Massachusetts
$1.41M -$332K -3,527 -19%
MFG
1877
MidWestOne Financial Group
Iowa
$1.41M -$2.87M -30,490 -67%
LWM
1878
Laidlaw Wealth Management
New York
$1.41M +$110K +1,168 +8%
TL
1879
TrueWealth LLC
Georgia
$1.4M +$9.03K +96 +0.6%
AWM
1880
Aries Wealth Management
Maine
$1.4M +$49.6K +527 +4%
HFP
1881
Holistic Financial Partners
Indiana
$1.4M -$8.75K -93 -0.6%
AI
1882
Accredited Investors
Minnesota
$1.39M -$75.3K -801 -5%
PL
1883
Perpetual Ltd
Australia
$1.39M +$1.39M +14,811 New
GPFA
1884
Game Plan Financial Advisors
Ohio
$1.39M -$4.7K -50 -0.3%
JT
1885
Jump Trading
Illinois
$1.39M +$1.39M +14,750 New
CWP
1886
CFM Wealth Partners
Texas
$1.39M -$112K -1,190 -7%
PAM
1887
Palisade Asset Management
Minnesota
$1.39M +$401K +4,266 +41%
ZB
1888
Zions Bancorporation
Utah
$1.38M -$28.8K -306 -2%
WA
1889
WBH Advisory
Maryland
$1.38M +$93.6K +996 +7%
OAM
1890
Optimal Asset Management
California
$1.37M -$610K -6,485 -31%
WAM
1891
Weatherly Asset Management
California
$1.36M -$11.9K -127 -0.9%
CL
1892
Choreo LLC
Illinois
$1.36M -$233K -2,482 -15%
BSAM
1893
Blue Square Asset Management
New York
$1.35M -$231K -2,454 -15%
CWM
1894
Confluence Wealth Management
Oregon
$1.35M +$35.5K +377 +3%
HCM
1895
Highlander Capital Management
New Jersey
$1.35M – – –
PFM
1896
Phillips Financial Management
Indiana
$1.34M +$94.1K +1,001 +8%
GI
1897
GS Investments
Minnesota
$1.34M +$19.3K +205 +1%
MCWS
1898
McKinley Carter Wealth Services
West Virginia
$1.34M -$70.9K -754 -5%
GSWM
1899
Golden State Wealth Management
California
$1.34M +$261K +2,779 +24%
AIC
1900
Ayalon Insurance Company
Israel
$1.34M +$106K +1,135 +9%
74 75
76
77 78