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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 %
TIA
2076
Trust Investment Advisors
Indiana
$901K +$901K +9,582 New
IF
2077
IRON Financial
Illinois
$898K -$117K -1,240 -11%
PC
2078
PhiloSmith Capital
Connecticut
$898K – – –
LWM
2079
Lionsbridge Wealth Management
Florida
$898K +$13.3K +141 +1%
NJBEST
2080
New Jersey Better Educational Savings Trust
New Jersey
$894K – – –
RSWM
2081
Robertson Stephens Wealth Management
California
$892K -$62.9K -669 -7%
CFG
2082
Cooper Financial Group
California
$892K +$30.3K +322 +4%
NEWAS
2083
N.E.W. Advisory Services
Wisconsin
$887K +$887K +9,430 New
FPCP
2084
Fort Point Capital Partners
California
$886K -$113K -1,206 -11%
W
2085
Wealthquest
Ohio
$886K +$886K +9,424 New
TCWM
2086
Total Clarity Wealth Management
Illinois
$885K +$15.3K +163 +2%
IAP
2087
Indie Asset Partners
Indiana
$881K +$300K +2,980 +52%
FNBTCON
2088
First National Bank & Trust Co of Newtown
Pennsylvania
$879K +$4.7K +50 +0.5%
AIL
2089
AGF Investments LLC
Ontario, Canada
$877K -$377K -4,012 -30%
WMC
2090
Westwood Management Corporation
Illinois
$877K +$279K +2,960 +47%
SAM
2091
Secure Asset Management
Michigan
$868K +$535K +5,692 +161%
HFAS
2092
Hummer Financial Advisory Services
Illinois
$865K +$4.04K +43 +0.5%
FNBOSM
2093
First National Bank of South Miami
Florida
$864K -$9.87K -105 -1%
JF
2094
JSF Financial
California
$864K +$146K +1,555 +20%
SRC
2095
Sage Rhino Capital
California
$859K +$23.7K +252 +3%
AC
2096
Avestar Capital
New York
$859K +$43.3K +460 +5%
SB
2097
Sunflower Bank
Texas
$854K +$854K +9,087 New
CAL
2098
Capital Advisors Ltd
Ohio
$853K – – –
DA
2099
Doliver Advisors
Texas
$853K +$142K +1,509 +20%
PWMG
2100
Prestige Wealth Management Group
New Jersey
$851K +$194K +2,056 +29%
82 83
84
85 86