JPM icon

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
$786M
2
Capital International Investors
Capital International Investors
California
$2.98B
3
DCP
D1 Capital Partners
New York
$580M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$841M
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.57B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.09B
2
Capital World Investors
Capital World Investors
California
$6.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$21.8B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.22B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
2626
Detalus Advisors
Missouri
$258K – – –
CCA
2627
Conestoga Capital Advisors
Pennsylvania
$258K – – –
TFGT
2628
TS Financial Group (TSFG)
Illinois
$258K +$22.8K +242 +10%
LWM
2629
Liberty Wealth Management
California
$257K -$6.59K -70 -2%
DI
2630
Diligent Investors
California
$257K +$257K +2,729 New
SFC
2631
SYM Financial Corp
Indiana
$256K – – –
RC
2632
Reik & Co
New York
$256K – – –
LRIA
2633
Leonard Rickey Investment Advisors
Washington
$256K +$20.4K +217 +9%
PWM
2634
Praetorian Wealth Management
California
$256K +$256K +2,724 New
CCA
2635
Clearwater Capital Advisors
Illinois
$255K -$31K -330 -11%
BA
2636
BCM Advisors
Louisiana
$255K +$255K +2,708 New
LC
2637
Landaas & Company
Wisconsin
$254K -$199K -2,112 -44%
BL
2638
Balentine LLC
Georgia
$254K -$3.2K -34 -1%
CAG
2639
Curtis Advisory Group
California
$254K – – –
JCM
2640
Jacobsen Capital Management
Utah
$254K +$254K +2,708 New
ZCA
2641
Zeke Capital Advisors
Pennsylvania
$253K -$1.79M -18,991 -88%
GHA
2642
GW Henssler & Associates
Georgia
$252K +$2.35K +25 +0.9%
GGI
2643
Godsey & Gibb Inc
Virginia
$250K -$14.9K -159 -6%
VCP
2644
Vista Capital Partners
Oregon
$250K -$11.8K -126 -5%
AWM
2645
Aevitas Wealth Management
Massachusetts
$249K +$13.6K +144 +6%
SWMG
2646
Strategic Wealth Management Group
Maryland
$249K +$13.6K +144 +6%
Financial Engines Advisors
2647
Financial Engines Advisors
California
$249K +$249K +2,645 New
PWC
2648
PYA Waltman Capital
Tennessee
$249K +$249K +2,650 New
NPPM
2649
North Point Portfolio Managers
Ohio
$248K – – –
TS
2650
Tamar Securities
California
$248K +$248K +2,635 New
104 105
106
107 108