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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 %
WMA
2026
Wealth Management Associates
New Jersey
$1.01M +$108K +1,145 +12%
AFP
2027
Ausdal Financial Partners
Iowa
$1.01M -$23.6K -251 -2%
Eagle Capital Management (New York)
2028
Eagle Capital Management (New York)
New York
$1M -$2.08M -22,100 -67%
CP
2029
Covenant Partners
Tennessee
$1M – – –
AF
2030
Allworth Financial
California
$1M -$1.36M -14,485 -58%
RMCM
2031
Reynders McVeigh Capital Management
Massachusetts
$1M -$20.1K -214 -2%
KFP
2032
Keystone Financial Planning
Ohio
$998K +$998K +10,611 New
LOIM
2033
Liberty One Investment Management
Illinois
$997K +$42.4K +451 +4%
AMC
2034
Asset Management Corp
Illinois
$996K +$94.2K +1,001 +10%
VIM
2035
Vista Investment Management
Pennsylvania
$994K +$86.8K +923 +10%
BGC
2036
Birch Grove Capital
New York
$988K +$988K +10,500 New
MC
2037
Maverick Capital
Texas
$985K +$490K +5,207 +99%
WCM
2038
WealthBridge Capital Management
Ohio
$983K +$20.8K +221 +2%
JSC
2039
Jackson Square Capital
California
$980K +$863K +9,180 +741%
BHBT
2040
Burke & Herbert Bank & Trust
Virginia
$979K -$23.5K -250 -2%
RPSA
2041
Richard P. Slaughter Associates
Texas
$975K +$8.28K +88 +0.9%
SCA
2042
Sippican Capital Advisors
Massachusetts
$970K -$77.1K -820 -7%
FIM
2043
Freedom Investment Management
Connecticut
$964K -$95.6K -1,016 -9%
CC
2044
Cadinha & Co
Hawaii
$964K -$14.6K -155 -1%
AWMG
2045
Alliance Wealth Management Group
New Jersey
$960K – – –
EWM
2046
Elmwood Wealth Management
California
$958K -$266K -2,831 -22%
AA
2047
Auxano Advisors
Washington
$958K +$1.69K +18 +0.2%
HTHT
2048
Hemenway Trust Hemenway Trust
New Hampshire
$958K +$43.9K +467 +5%
LA
2049
LexAurum Advisors
Kansas
$957K -$34.3K -364 -3%
PIM
2050
Profit Investment Management
Maryland
$957K +$35.7K +380 +4%
80 81
82
83 84