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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 %
HAC
1951
Harbor Advisory Corp
New Hampshire
$1.18M -$42.3K -450 -3%
EM
1952
ELCO Management
New York
$1.18M -$753 -8 -0.1%
VCM
1953
Versant Capital Management
Arizona
$1.17M -$23.6K -251 -2%
SMFS
1954
Squar Milner Financial Services
California
$1.17M +$299K +3,182 +34%
CAMG
1955
CWA Asset Management Group
Florida
$1.17M -$150K -1,595 -11%
BSA
1956
Bull Street Advisors
Georgia
$1.17M +$62.6K +665 +6%
THWM
1957
Taylor Hoffman Wealth Management
Virginia
$1.17M +$265K +2,822 +29%
AWM
1958
Aprio Wealth Management
Georgia
$1.16M -$37.2K -395 -3%
SJIM
1959
St. Johns Investment Management
Florida
$1.16M +$56.5K +601 +5%
NHC
1960
Nicholas Hoffman & Company
Georgia
$1.16M +$197K +2,100 +20%
MIAS
1961
Mason Investment Advisory Services
Virginia
$1.16M +$297K +3,161 +34%
MPPLM
1962
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.16M +$65K +691 +6%
TP
1963
Tranquility Partners
Tennessee
$1.16M +$179K +1,906 +18%
SIA
1964
Starfire Investment Advisers
Michigan
$1.16M +$204K +2,174 +21%
SXL
1965
Summit X LLC
Missouri
$1.16M +$47K +504 +4%
SFWA
1966
Summit Financial Wealth Advisors
Louisiana
$1.15M -$129K -1,380 -10%
BCA
1967
Bay Colony Advisors
Massachusetts
$1.14M +$70.1K +745 +7%
OTPPB
1968
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.14M -$146K -1,549 -11%
WPC
1969
White Pine Capital
Minnesota
$1.14M +$52.6K +559 +5%
BST
1970
Bath Savings Trust
Maine
$1.14M +$45K +479 +4%
KWA
1971
KCS Wealth Advisory
California
$1.14M +$722K +7,674 +174%
TAM
1972
Trillium Asset Management
Massachusetts
$1.14M +$190K +2,020 +20%
XS
1973
XR Securities
Illinois
$1.13M +$1.13M +12,030 New
RCA
1974
Ranch Capital Advisors
Florida
$1.13M -$150K -1,489 -12%
XSC
1975
X-Square Capital
Puerto Rico
$1.13M +$420K +4,462 +59%
77 78
79
80 81