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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 %
PWAC
2276
Private Wealth Advisors (California)
California
$578K -$21.8K -232 -4%
APW
2277
Aurora Private Wealth
New Jersey
$577K -$374K -3,971 -39%
CAM
2278
Cidel Asset Management
Ontario, Canada
$577K -$51.7K -549 -8%
OBGC
2279
O'Brien Greene & Co
Pennsylvania
$577K – – –
NFG
2280
Nadler Financial Group
Illinois
$577K +$30.3K +322 +6%
CFA
2281
CWS Financial Advisors
Michigan
$576K +$109K +1,160 +23%
ONST
2282
Old North State Trust
North Carolina
$575K +$11.3K +120 +2%
FCFC
2283
First Citizens Financial Corp
Iowa
$575K +$63.2K +671 +12%
CP
2284
Camelot Portfolios
Ohio
$574K +$329K +3,498 +134%
LFG
2285
LifePlan Financial Group
Ohio
$573K -$11.5K -122 -2%
DFA
2286
Delta Financial Advisors
Louisiana
$572K +$46.9K +498 +9%
FA
2287
Faithward Advisors
Pennsylvania
$571K -$118K -1,258 -17%
SFM
2288
Systematic Financial Management
New Jersey
$571K – – –
MCA
2289
Magnolia Capital Advisors
Mississippi
$570K -$18.4K -195 -3%
OFS
2290
Oldfather Financial Services
Nebraska
$570K +$32K +330 +6%
CAM
2291
Concorde Asset Management
Michigan
$568K +$568K +4,260 New
JJ
2292
JDC-JSC
New York
$564K +$423K +4,500 +300%
PCM
2293
Pentwater Capital Management
Florida
$564K +$564K +6,000 New
WCM
2294
Wedge Capital Management
North Carolina
$563K -$20.3M -215,512 -97%
ACA
2295
Ackerman Capital Advisors
Texas
$563K -$28.2K -300 -5%
RWA
2296
RGT Wealth Advisors
Texas
$563K -$22.6K -240 -4%
CAM
2297
Cubic Asset Management
Massachusetts
$563K +$563K +5,990 New
SFA
2298
Stewardship Financial Advisors
Georgia
$562K +$88.3K +938 +19%
OMC
2299
Old Mission Capital
Illinois
$562K +$562K +5,972 New
VCM
2300
Violich Capital Management
California
$561K -$71.6K -761 -11%
90 91
92
93 94