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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 %
SCM
2201
Sterneck Capital Management
Missouri
$669K +$8.56K +91 +1%
LWA
2202
Lineweaver Wealth Advisors
Ohio
$668K +$87.9K +935 +15%
ACM
2203
Ategra Capital Management
Virginia
$668K +$138K +1,463 +26%
TCM
2204
Teza Capital Management
Illinois
$666K +$328K +3,487 +97%
RZH
2205
Relyea Zuckerberg Hanson
Connecticut
$665K -$8.84K -94 -1%
CAM
2206
Cozad Asset Management
Illinois
$662K +$18.4K +195 +3%
IA
2207
IFG Advisors
Missouri
$658K +$5.17K +55 +0.8%
PAWC
2208
P.A.W. Capital
Connecticut
$658K +$188K +2,000 +40%
AF
2209
Affiance Financial
Minnesota
$656K – – –
CS
2210
Capital Square
Tennessee
$656K +$564 +6 +0.1%
AI
2211
Atom Investors
Texas
$654K -$5.58M -59,306 -90%
DIA
2212
Dean Investment Associates
Ohio
$654K +$173K +1,834 +36%
PW
2213
Price Wealth
Texas
$653K -$30.8K -327 -5%
SIA
2214
Strategic Investment Advisors
Michigan
$653K +$15.6K +166 +2%
DCM
2215
Dimension Capital Management
Florida
$653K +$146K +1,556 +29%
WA
2216
Winfield Associates
Ohio
$653K +$419K +4,450 +179%
TCM
2217
Tributary Capital Management
Nebraska
$651K -$23.5K -250 -3%
WA
2218
Waverly Advisors
Alabama
$651K -$22.5K -220 -3%
PCAP
2219
Pratt Collard Advisory Partners
New York
$648K – – –
SIC
2220
Samalin Investment Counsel
New York
$645K -$196K -2,082 -23%
PCS
2221
Personal CFO Solutions
New Jersey
$644K -$14.6K -155 -2%
KIC
2222
Keating Investment Counselors
Florida
$643K +$5.26K +56 +0.8%
WI
2223
WrapManager Inc
California
$643K +$234K +2,489 +57%
WC
2224
Winmill & Co
New York
$640K – – –
MWM
2225
Madison Wealth Management
Ohio
$640K +$640K +6,803 New
87 88
89
90 91