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
+$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 %
CIC
651
Crawford Investment Counsel
Georgia
$12.5M +$272K +2,893 +2%
SCA
652
Stillwater Capital Advisors
Pennsylvania
$12.5M +$115K +1,226 +0.9%
BCP
653
Blue Chip Partners
Michigan
$12.4M +$1.16M +12,293 +10%
AUB
654
Atlantic Union Bankshares
Virginia
$12.4M +$178K +1,891 +1%
TSW
655
Thompson Siegel & Walmsley
Virginia
$12.4M -$855K -9,095 -6%
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$12.4M +$54.5K +579 +0.4%
LSERS
657
Louisiana State Employees Retirement System
Louisiana
$12.3M -$226K -2,400 -2%
B
658
Barings
North Carolina
$12.3M – – –
CIS
659
Connors Investor Services
Pennsylvania
$12.3M +$1.08M +11,527 +10%
AFG
660
Albion Financial Group
Utah
$12.3M -$71.5K -760 -0.6%
ALAM
661
Asahi Life Asset Management
Japan
$12.3M -$865K -9,198 -7%
TAM
662
Tocqueville Asset Management
New York
$12.2M -$5.82M -61,865 -32%
AWM
663
Absher Wealth Management
North Carolina
$12.2M +$618K +6,565 +5%
TCOV
664
Trust Company of Vermont
Vermont
$12.2M -$1.37M -14,522 -10%
IC
665
IEQ Capital
California
$12.2M -$1.52M -16,149 -11%
CIS
666
Capital International Sarl
California
$12.1M +$3.99M +42,404 +49%
GIM
667
Grassi Investment Management
California
$12.1M -$9.12K -97 -0.1%
AP
668
Advisor Partners
California
$12.1M +$1.09M +11,538 +10%
BG
669
Bollard Group
Massachusetts
$12.1M -$1.13M -12,052 -9%
MYAM
670
Meiji Yasuda Asset Management
Japan
$12M +$1.95M +20,752 +19%
CA
671
Cetera Advisors
Colorado
$12M +$1.9M +20,247 +19%
OMC
672
Overbrook Management Corp
New York
$11.9M +$4.3M +45,667 +56%
KCM
673
Kanawha Capital Management
Virginia
$11.9M +$405K +4,309 +4%
CA
674
Callahan Advisors
Texas
$11.9M -$123K -1,311 -1%
MC
675
Middleton & Co
Massachusetts
$11.8M +$9.69K +103 +0.1%
25 26
27
28 29