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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 %
CVM
2226
Cheviot Value Management
California
$639K +$26K +276 +4%
PPW
2227
Pasadena Private Wealth
California
$638K +$61.4K +653 +11%
NWM
2228
Northwest Wealth Management
Iowa
$637K – – –
VWM
2229
Vigilare Wealth Management
Arizona
$635K -$1.85M -19,697 -74%
DA
2230
Duality Advisers
Florida
$632K +$632K +6,720 New
CA
2231
Cambridge Advisors
Nebraska
$629K -$216K -2,300 -26%
SCM
2232
SKBA Capital Management
California
$629K -$9.41K -100 -1%
FRM
2233
Fox Run Management
Connecticut
$628K +$379K +4,034 +153%
BB
2234
Bell Bank
North Dakota
$626K +$1.04K +11 +0.2%
JWA
2235
JFS Wealth Advisors
Pennsylvania
$626K +$106K +1,125 +20%
MIC
2236
Meridian Investment Counsel
California
$626K +$136K +1,450 +28%
AIM
2237
Arcadia Investment Management
Michigan
$624K – – –
PIMG
2238
Patriot Investment Management Group
Tennessee
$623K -$28.1K -299 -4%
BDF
2239
Black Diamond Financial
Maryland
$623K -$21.2K -225 -3%
TIA
2240
Traphagen Investment Advisors
New Jersey
$623K +$36.5K +388 +6%
CSWG
2241
Cardinal Strategic Wealth Guidance
Kentucky
$622K +$37.5K +400 +6%
TCPWM
2242
Traverso Chambers Private Wealth Management
California
$618K +$39.6K +421 +7%
MJRIC
2243
Mogy Joel R Investment Counsel
California
$617K – – –
VCM
2244
Vision Capital Management
Oregon
$616K -$4.52K -48 -0.7%
PCM
2245
Perritt Capital Management
Illinois
$615K -$33.7K -358 -5%
PFO
2246
Pathstone Family Office
New Jersey
$615K +$92.9K +989 +18%
GIM
2247
Groesbeck Investment Management
New Jersey
$612K -$11.1K -118 -2%
SP
2248
Successful Portfolios
Florida
$612K +$36.5K +388 +6%
CCM
2249
Carlson Capital Management
Minnesota
$611K +$282K +2,929 +86%
RW
2250
REDW Wealth
New Mexico
$609K +$7.53K +80 +1%
88 89
90
91 92