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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 %
CPA
2001
Clear Perspective Advisors
Illinois
$1.07M +$51.4K +546 +5%
BCM
2002
Breiter Capital Management
Florida
$1.07M +$50.7K +539 +5%
SEC
2003
Seven Eight Capital
New York
$1.06M -$300K -3,195 -22%
CGA
2004
Crescent Grove Advisors
Illinois
$1.06M +$126K +1,341 +13%
FFC
2005
First Financial Corp
Indiana
$1.06M +$32.6K +347 +3%
RIM
2006
Redwood Investment Management
Arizona
$1.06M +$486K +5,170 +85%
MA
2007
Modus Advisors
Minnesota
$1.06M +$616K +6,546 +139%
GWM
2008
Greenwich Wealth Management
Connecticut
$1.05M -$58K -617 -5%
VNIM
2009
Vaughan Nelson Investment Management
Texas
$1.05M – – –
GIM
2010
Greylin Investment Management
Virginia
$1.05M -$153K -1,626 -13%
MA
2011
MCF Advisors
Kentucky
$1.05M -$236K -2,513 -18%
HPWM
2012
Highland Private Wealth Management
Washington
$1.05M +$32.3K +343 +3%
MCCP
2013
Mission Creek Capital Partners
California
$1.04M -$25.1K -267 -2%
MCM
2014
MV Capital Management
Maryland
$1.04M +$214K +2,275 +26%
AWC
2015
Abundance Wealth Counselors
Pennsylvania
$1.04M +$672K +7,144 +183%
UIA
2016
UBP Investment Advisors
Switzerland
$1.04M +$42.1K +447 +4%
TMC
2017
Trellus Management Company
Florida
$1.04M – – –
SIM
2018
SSI Investment Management
California
$1.03M -$15.2K -162 -1%
PB
2019
Pinnacle Bancorp
Nebraska
$1.03M – – –
MFW
2020
Meristem Family Wealth
Minnesota
$1.03M -$136K -1,445 -12%
AIC
2021
Ameritas Investment Company
Nebraska
$1.03M -$524K -5,575 -34%
VWM
2022
Venturi Wealth Management
Texas
$1.03M -$6.66M -70,806 -87%
SFSG
2023
Stearns Financial Services Group
North Carolina
$1.03M -$186K -1,982 -15%
WA
2024
Wambolt & Associates
Colorado
$1.02M +$270K +2,868 +36%
TFA
2025
Teamwork Financial Advisors
Texas
$1.01M -$763K -8,117 -43%
79 80
81
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