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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 %
RICHC
2351
Renaissance Investment Consultants Holding Company
Pennsylvania
$494K -$5.16K -53 -1%
LWP
2352
Legacy Wealth Planning
Nevada
$492K -$24.8K -263 -5%
LIA
2353
LBMC Investment Advisors
Tennessee
$491K -$24.4K -260 -5%
JHCP
2354
Jackson Hole Capital Partners
Oklahoma
$491K – – –
FHC
2355
First Heartland Consultants
Missouri
$491K +$67.1K +714 +16%
RTS
2356
Round Table Services
New Jersey
$490K +$30K +319 +7%
SPI
2357
Santori & Peters Inc
Pennsylvania
$489K -$14.7K -156 -3%
WAAG
2358
Wealth Alliance Advisory Group
Kansas
$489K +$1.13K +12 +0.2%
OFW
2359
Omnia Family Wealth
Florida
$486K -$169K -1,796 -26%
HCM
2360
Hutchinson Capital Management
California
$485K +$2.54K +27 +0.5%
SA
2361
Shilanski & Associates
Alaska
$484K -$23.6K -251 -5%
LC
2362
Lindbrook Capital
California
$484K -$9.13K -97 -2%
GPWA
2363
Great Point Wealth Advisors
Massachusetts
$483K -$4.42K -47 -0.9%
PGA
2364
Portland Global Advisors
Maine
$483K – – –
WEPOG
2365
Wealth Enhancement & Preservation of GA
Georgia
$482K -$221K -2,459 -31%
GA
2366
Geller Advisors
New York
$481K +$86.4K +919 +22%
BCM
2367
Brown Capital Management
Maryland
$479K -$94 -1 -0%
WIC
2368
Wilkins Investment Counsel
Massachusetts
$478K – – –
CAM
2369
Costello Asset Management
Pennsylvania
$478K +$478K +5,085 New
EA
2370
Emerald Advisors
Washington
$476K -$86.1K -916 -15%
BPGAM
2371
BTG Pactual Global Asset Management
Bermuda
$475K +$475K +5,051 New
KFA
2372
Kelleher Financial Advisors
New York
$473K -$46.4K -494 -9%
GG
2373
GenWealth Group
New Jersey
$473K -$1.4K -15 -0.3%
BFG
2374
Bouchey Financial Group
New York
$473K +$14.8K +158 +3%
CW
2375
CreativeOne Wealth
Kansas
$472K -$10.1K -107 -2%
93 94
95
96 97