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 %
GAM
951
Griffin Asset Management
New York
$6.15M +$276K +2,934 +5%
PCA
952
Private Capital Advisors
Connecticut
$6.15M +$311K +3,302 +5%
VI
953
Vestcor Inc
New Brunswick, Canada
$6.13M -$182K -1,935 -3%
NG
954
NatWest Group
United Kingdom
$6.12M -$286K -3,044 -4%
HBT
955
Hills Bank & Trust
Iowa
$6.12M +$93.6K +995 +2%
CF
956
CNA Financial
Illinois
$6.11M +$5.27M +56,015 +623%
SIC
957
Sigma Investment Counselors
Michigan
$6.11M +$339K +3,604 +6%
USAA
958
United Services Automobile Association
Texas
$6.1M -$18.9M -143,221 -76%
Capstone Investment Advisors
959
Capstone Investment Advisors
New York
$6.1M +$6.1M +64,809 New
OSNBOA
960
Old Second National Bank of Aurora
Illinois
$6.09M -$300K -3,187 -5%
BAM
961
Boyar Asset Management
New York
$6.05M +$19.4K +206 +0.3%
KA
962
KLCM Advisors
Wisconsin
$6.03M +$4.64M +49,308 +334%
VAS
963
Valicenti Advisory Services
New York
$6.02M +$836K +8,892 +16%
APA
964
American Portfolios Advisors
New York
$6.01M -$1.23M -13,038 -17%
CIC
965
Chilton Investment Company
Connecticut
$6M -$67.1M -713,542 -92%
TAM
966
Tradition Asset Management
Virginia
$6M +$19.3K +205 +0.3%
KLWA
967
Kelly Lawrence W & Associates
California
$5.97M -$132K -1,400 -2%
CNB
968
Camden National Bank
Maine
$5.95M -$19.1K -203 -0.3%
BS
969
Boenning & Scattergood
Pennsylvania
$5.95M +$638K +6,784 +12%
FC
970
Fulcrum Capital
Washington
$5.95M -$213K -2,264 -3%
HT
971
Heritage Trust
Oklahoma
$5.94M +$834K +8,865 +16%
CFA
972
Carroll Financial Associates
North Carolina
$5.93M +$11.8K +125 +0.2%
WKWM
973
Walter & Keenan Wealth Management
Indiana
$5.91M +$5.14M +54,612 +664%
IA
974
Icon Advisers
Colorado
$5.91M -$3.36M -35,720 -36%
CAC
975
Core Alternative Capital
Georgia
$5.91M +$865K +9,193 +17%
37 38
39
40 41