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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 %
MW
2126
Marcum Wealth
Ohio
$797K +$90.2K +959 +13%
AA
2127
Alesco Advisors
New York
$795K – – –
PCP
2128
Proficio Capital Partners
Massachusetts
$793K +$23.3K +248 +3%
RG
2129
Renaissance Group
Kentucky
$792K +$85.3K +907 +12%
LCM
2130
LVM Capital Management
Michigan
$790K – – –
DWM
2131
Darwin Wealth Management
Florida
$787K -$72.6K -772 -8%
SHWM
2132
Silicon Hills Wealth Management
Texas
$787K – – –
AWM
2133
AllSquare Wealth Management
New York
$786K +$62.7K +666 +9%
SWA
2134
SFMG Wealth Advisors
Texas
$784K +$5.92K +63 +0.8%
SB
2135
Strategic Blueprint
Georgia
$783K -$1.09M -11,568 -58%
HR
2136
Hardy Reed
Mississippi
$783K +$8.74K +93 +1%
PA
2137
Probity Advisors
Texas
$782K -$2.82K -30 -0.4%
FAM
2138
Formidable Asset Management
Ohio
$781K +$159K +1,615 +26%
PG
2139
Proffitt & Goodson
Tennessee
$780K -$23.8K -253 -3%
PFS
2140
Physicians Financial Services
North Carolina
$780K +$42.3K +450 +6%
PFC
2141
Phocas Financial Corp
California
$778K -$30.8K -328 -4%
MWM
2142
Maltin Wealth Management
New Jersey
$777K +$56.3K +598 +8%
WDL
2143
Well Done LLC
Michigan
$776K -$3.2K -34 -0.4%
AFS
2144
Axiom Financial Strategies
Indiana
$766K +$45.6K +485 +6%
AWA
2145
Arkadios Wealth Advisors
Georgia
$764K +$143K +1,452 +23%
BRM
2146
Boston Research & Management
Massachusetts
$764K – – –
MAM
2147
Mastrapasqua Asset Management
Tennessee
$762K +$47K +500 +7%
CG
2148
CFO4Life Group
Texas
$759K +$13.8K +147 +2%
ACM
2149
Ayrshire Capital Management
Connecticut
$759K +$314K +3,341 +71%
FWM
2150
Focused Wealth Management
New York
$757K +$125K +1,329 +20%
84 85
86
87 88