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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 %
AW
2401
Alpha Windward
Massachusetts
$444K -$15.3K -163 -3%
RPWA
2402
Regent Peak Wealth Advisors
Georgia
$443K -$27.9K -296 -6%
FM
2403
Family Management
New York
$443K +$75.3K +800 +20%
PV
2404
Private Vista
Illinois
$441K -$461K -4,910 -51%
FCIM
2405
Fairview Capital Investment Management
California
$440K -$94 -1 -0%
FA
2406
Fortis Advisors
Pennsylvania
$439K -$18.1K -193 -4%
EW
2407
Element Wealth
Mississippi
$438K +$36.2K +385 +9%
RCA
2408
Rowland Carmichael Advisors
Arizona
$437K -$229K -2,436 -34%
SFA
2409
Semmax Financial Advisors
North Carolina
$437K +$62.7K +667 +17%
MA
2410
MONECO Advisors
Connecticut
$436K +$42.3K +449 +11%
LF
2411
Lantz Financial
Illinois
$434K -$355K -3,775 -45%
PWM
2412
Paulson Wealth Management
Illinois
$433K -$36K -382 -8%
AIA
2413
Arbor Investment Advisors
North Carolina
$433K +$56.4K +600 +15%
SFG
2414
SNS Financial Group
Minnesota
$432K -$62.4K -663 -13%
PWSG
2415
Pacific Wealth Strategies Group
California
$432K +$4.23K +45 +1%
LCP
2416
Legacy Capital Partners
Wisconsin
$429K +$58.9K +625 +16%
CWG
2417
Cornerstone Wealth Group
North Carolina
$428K -$2.99M -31,853 -87%
WQ
2418
Wealth Quarterback
New Jersey
$427K -$42.6K -453 -9%
WC
2419
Westhampton Capital
North Carolina
$427K +$48.9K +520 +13%
MWPCG
2420
Measured Wealth Private Client Group
New Hampshire
$426K +$123K +1,302 +40%
TWP
2421
Tempus Wealth Planning
California
$424K -$47K -500 -10%
SFM
2422
Signet Financial Management
New Jersey
$424K +$4.33K +43 +1%
GWM
2423
Gray Wealth Management
Maine
$423K +$87.1K +922 +26%
CC
2424
Clearline Capital
New York
$422K +$422K +4,483 New
EC
2425
Estate Counselors
Wisconsin
$422K +$422K +4,495 New
95 96
97
98 99