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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 %
PFGIA
2051
Patriot Financial Group Insurance Agency
Massachusetts
$954K -$630K -6,690 -40%
SFG
2052
Summit Financial Group
West Virginia
$953K – – –
PCIG
2053
Partners Capital Investment Group
Massachusetts
$953K +$953K +10,132 New
Kayne Anderson Rudnick Investment Management
2054
Kayne Anderson Rudnick Investment Management
California
$951K +$52.5K +558 +6%
RG
2055
Rikoon Group
New Mexico
$950K -$1.03K -11 -0.1%
BIA
2056
BHK Investment Advisors
Alabama
$948K +$386K +4,100 +69%
TC
2057
TradeLink Capital
Illinois
$948K +$948K +10,080 New
GC
2058
GFG Capital
Florida
$947K +$947K +10,073 New
WRM
2059
Weybosset Research & Management
Rhode Island
$937K +$616K +6,549 +192%
PM
2060
Parametrica Management
Hong Kong
$929K -$1.06M -11,294 -53%
OFS
2061
Orrstown Financial Services
Pennsylvania
$927K -$39.3K -418 -4%
BHTS
2062
Bar Harbor Trust Services
Maine
$927K +$14.3K +152 +2%
GCMG
2063
Gyroscope Capital Management Group
Florida
$924K +$28.2K +300 +3%
PPP
2064
Private Portfolio Partners
New Jersey
$923K -$585K -6,217 -39%
TEC
2065
Tiger Eye Capital
Tennessee
$922K – – –
DL
2066
DOHJ LLC
Washington
$920K -$479K -5,016 -34%
PWAP
2067
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$919K +$28.2K +300 +3%
GWCM
2068
Godshalk Welsh Capital Management
Pennsylvania
$916K +$186K +1,975 +25%
SIA
2069
Soltis Investment Advisors
Utah
$916K +$345K +3,666 +60%
PMFA
2070
Plante Moran Financial Advisors
Michigan
$911K -$177K -1,883 -16%
FPGK
2071
Financial Partners Group (Kansas)
Kansas
$910K +$535K +5,685 +142%
RCIM
2072
Red Cedar Investment Management
Michigan
$909K +$909K +9,664 New
CCB
2073
Cutter & Co Brokerage
Missouri
$908K +$135K +1,433 +17%
BI
2074
Ballast Inc
Kentucky
$907K +$55.5K +591 +7%
RHAM
2075
Round Hill Asset Management
California
$904K -$10.4K -110 -1%
81 82
83
84 85