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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 %
JDR
1901
Jay D. Rosenbaum
$1.33M +$14.1K +150 +1%
FCA
1902
FinTrust Capital Advisors
South Carolina
$1.33M -$122K -1,299 -8%
CHJWM
1903
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.33M -$12.1K -121 -0.9%
OCG
1904
Opus Capital Group
Ohio
$1.32M -$31K -330 -2%
LC
1905
LCNB Corp
Ohio
$1.32M -$21.5K -229 -2%
WP
1906
WealthShield Partners
North Carolina
$1.32M +$1M +10,648 +312%
EW
1907
Evoke Wealth
California
$1.32M -$278K -2,956 -17%
JIP
1908
Jaffetilchin Investment Partners
Florida
$1.32M +$441K +4,690 +50%
JFA
1909
JNBA Financial Advisors
Minnesota
$1.32M -$7.8K -83 -0.6%
BCM
1910
Bayesian Capital Management
New York
$1.32M +$1.06M +11,300 +419%
LCAM
1911
London & Capital Asset Management
United Kingdom
$1.31M +$222K +2,360 +20%
CAM
1912
Covenant Asset Management
New Jersey
$1.31M +$33.1K +352 +3%
BWP
1913
Bernardo Wealth Planning
Pennsylvania
$1.3M -$2.26K -24 -0.2%
CQS
1914
Credential Qtrade Securities
$1.3M -$80.3K -854 -6%
TCM
1915
Towercrest Capital Management
Pennsylvania
$1.3M -$47K -500 -3%
TAIM
1916
TD Ameritrade Investment Management
Nebraska
$1.3M -$117K -1,239 -8%
B
1917
Brightworth
Georgia
$1.3M +$81.6K +868 +7%
SDWIA
1918
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.3M +$146K +1,491 +13%
MPCG
1919
Matrix Private Capital Group
New York
$1.29M +$20.2K +215 +2%
SP
1920
SWS Partners
Ohio
$1.28M +$685K +7,086 +115%
CASB
1921
Cape Ann Savings Bank
Massachusetts
$1.28M +$1.28M +13,591 New
WCM
1922
Windsor Capital Management
Arizona
$1.27M +$72.9K +775 +6%
CWA
1923
Clarity Wealth Advisors
California
$1.27M +$1.01M +10,768 +390%
SW
1924
StrongBox Wealth
Missouri
$1.27M +$208K +2,213 +20%
RIA
1925
Realta Investment Advisors
Delaware
$1.26M +$159K +1,688 +14%
75 76
77
78 79