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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 %
WCM
1976
Washington Capital Management
Washington
$1.13M -$190K -2,015 -14%
PP
1977
Pacifica Partners
Canada
$1.13M -$16.2K -175 -1%
MIM
1978
Moseley Investment Management
Florida
$1.12M +$273K +2,907 +32%
CBFP
1979
Cedar Brook Financial Partners
Ohio
$1.12M +$34.3K +365 +3%
HR
1980
Hayden Royal
North Carolina
$1.12M +$145K +2,063 +15%
XF
1981
XML Financial
Maryland
$1.11M -$22.3K -237 -2%
AWA
1982
Acorn Wealth Advisors
Michigan
$1.11M +$34.9K +371 +3%
GFS
1983
GYL Financial Synergies
Connecticut
$1.11M -$60.4K -642 -5%
CPIA
1984
Cornell Pochily Investment Advisors
New York
$1.1M -$60.9K -647 -5%
ACM
1985
Allred Capital Management
Texas
$1.1M +$75.4K +802 +7%
BWP
1986
BSW Wealth Partners
Colorado
$1.1M +$29.8K +317 +3%
SRAM
1987
Spouting Rock Asset Management
Pennsylvania
$1.09M +$1.09M +11,590 New
CAM
1988
Cacti Asset Management
Georgia
$1.09M – – –
PWPS
1989
Pinnacle Wealth Planning Services
Ohio
$1.09M -$359K -3,816 -25%
CMANY
1990
Capital Management Associates (New York)
New York
$1.09M -$16.5K -175 -1%
SM
1991
Sciencast Management
New Jersey
$1.09M +$1.09M +11,082 New
KMWM
1992
Keudell/Morrison Wealth Management
Oregon
$1.08M +$108K +1,146 +11%
MCA
1993
Mercer Capital Advisers
New Jersey
$1.08M – – –
LCM
1994
Lucas Capital Management
New Jersey
$1.08M +$100K +1,065 +10%
Edgewood Management
1995
Edgewood Management
Connecticut
$1.07M – – –
EWM
1996
EPG Wealth Management
Georgia
$1.07M +$86.2K +916 +9%
VIA
1997
Vident Investment Advisory
Georgia
$1.07M -$249K -2,646 -19%
PFA
1998
Paradigm Financial Advisors
Missouri
$1.07M -$34.4K -366 -3%
SAS
1999
Stelac Advisory Services
New York
$1.07M +$84.5K +899 +9%
AIP
2000
Ahrens Investment Partners
Louisiana
$1.07M +$1.22K +13 +0.1%
78 79
80
81 82