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 %
RWA
926
Ropes Wealth Advisors
Massachusetts
$6.5M -$275K -2,922 -4%
AA
927
Apriem Advisors
California
$6.49M +$142K +1,507 +2%
AF
928
Arrow Financial
New York
$6.48M +$440K +4,681 +7%
TCOT
929
Trust Company of Toledo
Ohio
$6.47M +$173K +1,843 +3%
WCM
930
Whitener Capital Management
North Carolina
$6.46M +$174K +1,847 +3%
HFS
931
Hantz Financial Services
Michigan
$6.45M +$267K +2,843 +4%
DT
932
Diversified Trust
Tennessee
$6.44M +$312K +3,322 +5%
PPSG
933
Princeton Portfolio Strategies Group
New Jersey
$6.44M +$84.9K +903 +1%
FMBTD
934
First Midwest Bank Trust Division
Illinois
$6.43M -$1.09M -11,628 -15%
AHC
935
Anderson Hoagland & Co
Missouri
$6.42M -$201K -2,139 -3%
AIM
936
AMI Investment Management
Indiana
$6.4M -$277K -2,948 -4%
IP
937
Interval Partners
New York
$6.4M +$6.4M +68,000 New
BBNA
938
Bremer Bank National Association
Minnesota
$6.39M -$127K -1,349 -2%
MYLI
939
Meiji Yasuda Life Insurance
Japan
$6.37M -$11.2K -119 -0.2%
Wealth Enhancement Advisory Services
940
Wealth Enhancement Advisory Services
Minnesota
$6.36M +$1.48M +14,954 +30%
LNWWM
941
Laird Norton Wetherby Wealth Management
California
$6.33M -$15.1K -161 -0.2%
BOC
942
Barbara Oil Co
Illinois
$6.3M – – –
RI
943
Redwood Investments
Massachusetts
$6.3M +$4.4M +46,771 +231%
KWMG
944
King Wealth Management Group
Florida
$6.28M +$166K +1,760 +3%
GH
945
GAM Holding
Switzerland
$6.25M +$2.35M +25,022 +60%
LFAS
946
Level Four Advisory Services
Texas
$6.24M +$502K +5,341 +9%
UAS
947
United Asset Strategies
New York
$6.2M +$227K +2,408 +4%
VWA
948
Visionary Wealth Advisors
Illinois
$6.18M +$224K +2,385 +4%
BFO
949
Boston Family Office
Massachusetts
$6.18M +$904K +9,613 +17%
PAG
950
Private Advisory Group
Washington
$6.18M +$5.81M +61,802 +1,599%
36 37
38
39 40