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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 %
KTA
2101
Keeley-Teton Advisors
Illinois
$842K -$22.6K -240 -3%
MAWCM
2102
Mine & Arao Wealth Creation & Management
California
$841K +$65.2K +693 +8%
PCM
2103
Pointe Capital Management
Michigan
$840K – – –
SC
2104
Searle & Co
Connecticut
$838K +$9.59K +102 +1%
EAM
2105
Evanson Asset Management
California
$834K -$20.7K -220 -2%
OAM
2106
Occidental Asset Management
California
$833K +$52.1K +554 +7%
RBFC
2107
Roman Butler Fullerton & Co
Missouri
$831K +$22.5K +239 +3%
SAM
2108
Sequent Asset Management
Texas
$830K +$23.3K +248 +3%
GSBTD
2109
Glenview State Bank Trust Department
Illinois
$829K – – –
BWL
2110
Bogart Wealth LLC
Virginia
$828K +$112K +1,189 +16%
TAM
2111
Trust Asset Management
Texas
$828K +$828K +8,801 New
HZ
2112
Hixon Zuercher
Ohio
$824K +$546K +5,801 +196%
AWM
2113
Argent Wealth Management
Massachusetts
$822K -$76.2K -745 -8%
WOSD
2114
WFA of San Diego
California
$822K +$822K +5,981 New
GCM
2115
Galibier Capital Management
Ontario, Canada
$821K – – –
FWP
2116
FAS Wealth Partners
Kansas
$820K +$104K +1,108 +15%
Jacobs Levy Equity Management
2117
Jacobs Levy Equity Management
New Jersey
$819K -$383K -4,065 -32%
ATPW
2118
Ashton Thomas Private Wealth
Arizona
$814K +$163K +1,729 +25%
PK
2119
Pflug Koory
Nebraska
$811K -$143K -1,515 -15%
FRA
2120
Front Row Advisors
California
$811K -$29K -308 -3%
PCM
2121
Prelude Capital Management
New York
$806K +$805K +8,559 +61,136%
HAIM
2122
Hunter Associates Investment Management
Pennsylvania
$802K -$122K -1,300 -13%
AssetMark Inc
2123
AssetMark Inc
California
$799K -$1.22M -12,980 -60%
IRC
2124
Investors Research Corp
Georgia
$798K +$447K +4,750 +127%
AF
2125
Aldebaran Financial
$797K -$139K -1,480 -15%
83 84
85
86 87