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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 %
ACM
2151
Armbruster Capital Management
New York
$755K +$16.3K +173 +2%
AP
2152
Atwood & Palmer
Missouri
$754K – – –
MSS
2153
Mitchell Sinkler & Starr
Pennsylvania
$754K – – –
TCB
2154
Texas Capital Bancshares
Texas
$754K – – –
SCP
2155
Silverleafe Capital Partners
Tennessee
$753K – – –
GCM
2156
GoodHaven Capital Management
New Jersey
$752K – – –
HFS
2157
Howard Financial Services
Texas
$750K +$31.2K +332 +4%
BFO
2158
Biltmore Family Office
North Carolina
$749K -$61.9K -658 -8%
WAG
2159
Winthrop Advisory Group
Massachusetts
$748K -$37.1K -398 -5%
PIA
2160
Pinion Investment Advisors
Kansas
$746K +$65.8K +699 +10%
PIA
2161
Perennial Investment Advisors
California
$742K -$53.5K -569 -7%
IIM
2162
Ironwood Investment Management
Massachusetts
$738K -$23.5K -250 -3%
GPA
2163
Garrison Point Advisors
California
$738K +$940 +10 +0.1%
W
2164
WealthStone
Ohio
$738K +$738K +7,845 New
AIM
2165
Alhambra Investment Management
Florida
$733K -$19.5K -207 -3%
WGA
2166
Weather Gauge Advisory
Virginia
$732K -$138K -1,468 -16%
WA
2167
Wealth Architects
California
$732K +$46.5K +494 +7%
RCM
2168
Requisite Capital Management
Texas
$730K -$103K -1,100 -12%
SM
2169
Salzhauer Michael
$730K – – –
CCM
2170
Community Capital Management
Florida
$729K -$1.01M -10,750 -58%
SAM
2171
Sycomore Asset Management
France
$725K +$604K +6,500 +500%
WA
2172
WealthTrust Axiom
Pennsylvania
$724K +$47.1K +501 +7%
FFG
2173
Fullen Financial Group
Ohio
$721K +$721K +7,666 New
AGA
2174
Accuvest Global Advisors
Utah
$717K -$35.7K -380 -5%
HKAM
2175
Horizon Kinetics Asset Management
New York
$716K -$117K -1,239 -14%
85 86
87
88 89