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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 %
EWP
2451
Engrave Wealth Partners
Texas
$401K +$94 +1 +0%
NVIM
2452
New Vernon Investment Management
Illinois
$400K – – –
PC
2453
Permit Capital
Pennsylvania
$398K – – –
DAM
2454
Deltec Asset Management
New York
$397K +$94K +1,000 +31%
VFPI
2455
Vantage Financial Partners (Illinois)
Illinois
$397K +$397K +4,224 New
JLBC
2456
J.L. Bainbridge & Co
Florida
$396K -$3.48K -37 -0.9%
LI
2457
LVZ Inc
Michigan
$396K +$94 +1 +0%
FWM
2458
Filbrandt Wealth Management
Wisconsin
$395K +$27.2K +289 +7%
CSPIA
2459
Cary Street Partners Investment Advisory
Virginia
$394K -$21K -224 -5%
CMBA
2460
C.M. Bidwell & Associates
Hawaii
$394K -$15.4K -164 -4%
EA
2461
Elm Advisors
California
$392K – – –
SAA
2462
Southeast Asset Advisors
Georgia
$392K +$64.1K +681 +20%
CAM
2463
Claret Asset Management
Quebec, Canada
$389K -$6.11K -65 -2%
MAM
2464
Mark Asset Management
New York
$389K -$1.22K -13 -0.3%
FP
2465
Fiduciary Planning
Florida
$389K – – –
KCM
2466
Kathmere Capital Management
Pennsylvania
$388K +$388K +4,128 New
ISWM
2467
Independent Solutions Wealth Management
New York
$387K +$24K +255 +7%
AAMC
2468
Asset Allocation & Management Company
Illinois
$386K -$4.52K -48 -1%
RBCM
2469
Raub Brock Capital Management
California
$386K +$141K +1,500 +58%
FDS
2470
Freedom Day Solutions
Texas
$385K +$14.5K +154 +4%
GHAM
2471
Gilman Hill Asset Management
Connecticut
$384K +$28.2K +300 +8%
B
2472
Bridgeworth
Alabama
$383K -$2.26K -24 -0.6%
SSW
2473
Smith Shellnut Wilson
Mississippi
$383K -$1.41K -15 -0.4%
TI
2474
Truehand Inc
New Hampshire
$383K – – –
NG
2475
Northstar Group
New York
$383K +$48.7K +518 +15%
97 98
99
100 101