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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 %
SL
2251
Stevard LLC
Illinois
$608K +$118K +1,259 +24%
PFA
2252
Pathway Financial Advisors
Vermont
$606K -$120K -1,277 -17%
MG
2253
Mather Group
Illinois
$606K +$107K +1,138 +21%
PA
2254
PSI Advisors
Florida
$606K +$242K +2,575 +67%
UH
2255
Unigestion Holding
Switzerland
$600K -$541K -5,751 -47%
MFP
2256
Meridian Financial Partners
Virginia
$598K +$29.3K +298 +5%
HIM
2257
Hotaling Investment Management
Pennsylvania
$598K +$212K +2,251 +55%
REMPR
2258
Roof Eidam Maycock Peralta (REMP)
California
$594K +$14K +149 +2%
EWM
2259
Executive Wealth Management
Michigan
$592K +$16.6K +177 +3%
TLP
2260
Trinity Legacy Partners
Texas
$592K +$592K +6,229 New
SIM
2261
Sadoff Investment Management
Wisconsin
$591K -$14.1K -150 -2%
LB
2262
Legacy Bridge
Iowa
$591K -$9.7K -103 -2%
I
2263
INVST
Indiana
$590K +$332K +3,561 +129%
HCM
2264
HMS Capital Management
Tennessee
$589K +$146K +1,546 +33%
SAM
2265
SignalPoint Asset Management
Missouri
$588K +$96.9K +1,031 +20%
MHIC
2266
Marble Harbor Investment Counsel
Massachusetts
$587K +$1.41K +15 +0.2%
TFCP
2267
Twin Focus Capital Partners
Massachusetts
$586K -$113K -1,202 -16%
SC
2268
Steph & Co
Wisconsin
$586K +$19.3K +205 +3%
GIP
2269
Greatmark Investment Partners
Georgia
$585K +$101K +1,075 +21%
HWMG
2270
Hurlow Wealth Management Group
Indiana
$584K – – –
BOM
2271
Bank of Marin
California
$584K +$10.2K +108 +2%
TSS
2272
Two Sigma Securities
New York
$582K +$582K +6,186 New
WA
2273
WP Advisors
California
$581K +$88.7K +943 +18%
Members Trust
2274
Members Trust
Florida
$581K +$581K +6,174 New
TVAMP
2275
Tennessee Valley Asset Management Partners
Tennessee
$580K +$6.02K +64 +1%
89 90
91
92 93