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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 %
MCA
2376
Mendon Capital Advisors
Florida
$470K -$658K -7,000 -58%
G
2377
Gainplan
Michigan
$470K +$470K +5,000 New
HAS
2378
HBW Advisory Services
California
$469K +$469K +4,991 New
FC
2379
Financial Consulate
Maryland
$468K -$5.55K -59 -1%
P
2380
&Partners
Tennessee
$466K -$99.9K -1,062 -18%
WDA
2381
Wendell David Associates
New Hampshire
$464K -$52.6K -560 -10%
VA
2382
Valmark Advisers
Ohio
$464K -$6.49K -69 -1%
GTAM
2383
Global Trust Asset Management
Florida
$464K +$464K +4,936 New
TIM
2384
Tortoise Investment Management
New York
$463K -$7.16K -76 -2%
GC
2385
Gilbert & Cook
Iowa
$461K +$16K +170 +4%
TF
2386
TRH Financial
Iowa
$461K +$461K +4,943 New
DIM
2387
Delta Investment Management
California
$460K +$22.7K +242 +5%
SRSA
2388
S.R. Schill & Associates
Washington
$459K -$528K -5,624 -54%
AAP
2389
Arax Advisory Partners
Colorado
$459K -$47.7K -507 -9%
VC
2390
Vicus Capital
Pennsylvania
$455K -$27.2K -289 -6%
SBWM
2391
Sunflower Bank Wealth Management
Arizona
$455K – – –
AC
2392
Apella Capital
Connecticut
$455K – – –
FFS
2393
Founders Financial Securities
Maryland
$453K +$453K +4,726 New
MTC
2394
McDaniel Terry & Co
Texas
$451K – – –
IWS
2395
Insight Wealth Strategies
California
$450K -$470 -5 -0.1%
AIA
2396
Alera Investment Advisors
Illinois
$449K -$11.2K -119 -2%
TC
2397
Truvestments Capital
Florida
$447K -$50.2K -535 -10%
PWM
2398
PBMares Wealth Management
Virginia
$447K – – –
MAM
2399
Morse Asset Management
Connecticut
$446K -$171K -1,817 -28%
HPC
2400
Hobart Private Capital
North Carolina
$444K +$65.7K +699 +17%
94 95
96
97 98