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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 %
AIM
2176
Axiom Investment Management
New York
$712K -$132K -1,400 -16%
FNBSF
2177
First National Bank Sioux Falls
South Dakota
$711K +$10.7K +114 +2%
BWM
2178
Baystate Wealth Management
Massachusetts
$709K +$65K +691 +10%
MWM
2179
Modera Wealth Management
New Jersey
$708K -$16.5K -175 -2%
TFO
2180
Tarbox Family Office
California
$706K -$6.31K -67 -0.9%
EWM
2181
Empirical Wealth Management
Washington
$700K -$47.1K -501 -6%
RP
2182
Riverbridge Partners
Minnesota
$700K – – –
HBWM
2183
Hollow Brook Wealth Management
New York
$699K -$98K -1,042 -12%
UC
2184
Unio Capital
New Jersey
$695K – – –
BS
2185
Bessemer Securities
New York
$694K – – –
DAM
2186
Diamant Asset Management
Connecticut
$693K – – –
ACC
2187
Accident Compensation Corp
New Zealand
$687K -$179K -1,900 -21%
CHA
2188
Carmichael Hill & Associates
Maryland
$685K +$19.1K +203 +3%
PMA
2189
Prudent Man Advisors
Illinois
$684K +$684K +7,273 New
HFA
2190
High Falls Advisors
New York
$683K -$26.6K -283 -4%
SDAM
2191
Shulman DeMeo Asset Management
New York
$682K +$99.9K +1,063 +17%
MFG
2192
Menard Financial Group
Texas
$682K +$682K +7,251 New
ORI
2193
Oak Ridge Investments
Illinois
$680K -$94.8K -1,009 -12%
KA
2194
Klingman & Associates
New York
$679K -$29.7K -316 -4%
DHFB
2195
Dixon Hubard Feinour & Brown
Virginia
$678K -$5.72M -58,746 -89%
IIA
2196
IPG Investment Advisors
California
$674K -$777K -8,256 -54%
ACA
2197
Affinity Capital Advisors
California
$674K -$1.98K -21 -0.3%
MKC
2198
M. Kraus & Co
Vermont
$674K +$70.5K +750 +12%
C
2199
Certuity
Florida
$670K +$15.6K +166 +2%
SPP
2200
Single Point Partners
Massachusetts
$669K -$4.61K -49 -0.7%
86 87
88
89 90