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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 %
AWM
2301
Apollon Wealth Management
South Carolina
$560K +$560K +5,951 New
LC
2302
Lavaca Capital
Texas
$558K +$244K +2,600 +78%
AIM
2303
Allen Investment Management
New York
$555K +$151K +1,607 +37%
MWM
2304
Minot Wealth Management
Massachusetts
$551K -$183K -1,945 -25%
SAM
2305
Seelaus Asset Management
New Jersey
$550K +$29.7K +316 +6%
LWP
2306
Legacy Wealth Partners
California
$548K -$44.7K -475 -8%
RHDIC
2307
R.H. Dinel Investment Counsel
California
$548K – – –
SFS
2308
Summit Financial Strategies
Ohio
$548K +$12.1K +129 +2%
EA
2309
Emerald Advisers
Pennsylvania
$548K +$86.8K +923 +19%
CC
2310
Cedar Capital
Illinois
$546K -$41.9K -446 -7%
CIM
2311
Cambria Investment Management
California
$544K -$114K -1,216 -17%
Daiwa Securities Group
2312
Daiwa Securities Group
Japan
$543K – – –
OA
2313
Oxbow Advisors
Texas
$542K -$168K -1,783 -24%
ACM
2314
Aljian Capital Management
Nevada
$541K +$31.3K +223 +6%
MMM
2315
Mendel Money Management
Illinois
$541K +$541K +5,751 New
HHGA
2316
Halbert Hargrove Global Advisors
California
$539K -$54K -573 -9%
TF
2317
TLWM Financial
Texas
$539K -$1.7K -18 -0.3%
SC
2318
Slow Capital
California
$538K -$826K -8,781 -61%
MCM
2319
McRae Capital Management
New Jersey
$538K +$72.8K +775 +16%
CFS
2320
CRA Financial Services
New Jersey
$537K -$9.12K -97 -2%
RPG
2321
Resource Planning Group
Georgia
$537K +$94 +1 +0%
HCM
2322
Horiko Capital Management
New York
$536K – – –
CBT
2323
Central Bank & Trust
Kentucky
$536K – – –
PL
2324
Plancorp LLC
Missouri
$532K -$49K -521 -8%
KP
2325
Keel Point
Alabama
$532K +$105K +1,116 +25%
91 92
93
94 95