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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 %
HS
2326
Haafor (Singapore)
Singapore
$532K +$159K +1,688 +42%
GA
2327
Greytown Advisors
Florida
$531K -$139K -1,477 -21%
CWA
2328
Core Wealth Advisors
Florida
$524K +$265K +2,820 +102%
AFIA
2329
America First Investment Advisors
Nebraska
$522K – – –
CM
2330
Columbus Macro
Pennsylvania
$521K -$205K -2,184 -28%
MCIA
2331
Mountain Capital Investment Advisors
Colorado
$513K +$31.7K +343 +7%
CF
2332
Copperwynd Financial
Arizona
$512K -$22.4K -238 -4%
FVWA
2333
Foster Victor Wealth Advisors
South Carolina
$511K +$16.1K +171 +3%
CPSC
2334
Carl P. Sherr & Co
Massachusetts
$511K +$52.4K +558 +11%
BWA
2335
Burt Wealth Advisors
Maryland
$509K +$119K +1,268 +31%
FCFS
2336
First Command Financial Services
Texas
$508K -$13.6K -145 -3%
FCB
2337
First Command Bank
Texas
$508K -$13.6K -145 -3%
FBT
2338
First Bank & Trust
South Dakota
$507K -$52.1K -554 -9%
BHA
2339
Beech Hill Advisors
New York
$504K – – –
PCM
2340
Princeton Capital Management
New Jersey
$504K +$28.2K +300 +6%
SF
2341
Summit Financial
New Jersey
$503K -$23.8K -253 -5%
GKWIM
2342
Gerber Kawasaki Wealth & Investment Management
California
$502K +$53.6K +571 +12%
UCI
2343
Uncommon Cents Investing
Wisconsin
$502K +$101K +1,075 +25%
ECAM
2344
East Coast Asset Management
Massachusetts
$500K – – –
BIA
2345
Bigelow Investment Advisors
Maine
$499K -$184K -1,961 -27%
Cohen & Steers
2346
Cohen & Steers
New York
$499K +$98.5K +1,046 +25%
MCA
2347
Morris Capital Advisors
Pennsylvania
$497K +$4.24K +45 +0.9%
CA
2348
Continuum Advisory
Idaho
$496K -$27K -290 -5%
TIA
2349
Tandem Investment Advisors
South Carolina
$496K +$86.9K +924 +21%
BCM
2350
Bienville Capital Management
New York
$496K +$496K +5,271 New
92 93
94
95 96