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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 %
NM
1001
NWI Management
New York
$5.64M +$5.64M +60,000 New
SWM
1002
Segment Wealth Management
Texas
$5.64M +$77.7K +826 +1%
GAB
1003
German American Bancorp
Indiana
$5.62M -$786K -8,350 -12%
SWM
1004
Stockman Wealth Management
Montana
$5.58M +$549K +5,840 +11%
PT
1005
Plimoth Trust
Massachusetts
$5.57M +$696K +7,405 +14%
JCM
1006
Jacobi Capital Management
Pennsylvania
$5.57M +$117K +1,241 +2%
EH
1007
Equitable Holdings
New York
$5.56M +$84.1K +894 +2%
RWM
1008
Rench Wealth Management
Texas
$5.55M -$72.4K -770 -1%
GFA
1009
Gifford Fong Associates
California
$5.53M – – –
ACA
1010
Aptus Capital Advisors
Alabama
$5.52M +$224K +2,385 +4%
SGCA
1011
Steel Grove Capital Advisors
Tennessee
$5.52M -$2.26K -24 -0%
WIS
1012
Wright Investors Service
Connecticut
$5.52M +$91.3K +971 +2%
WS
1013
Wedbush Securities
California
$5.5M +$141K +1,494 +3%
SC
1014
Stolper & Co
Oklahoma
$5.49M -$173K -1,837 -3%
HAI
1015
Hennessy Advisors Inc
California
$5.47M +$65.8K +700 +1%
BCM
1016
BlueMar Capital Management
Florida
$5.47M +$5.47M +58,172 New
IA
1017
IFP Advisors
Florida
$5.46M +$433K +4,655 +9%
CIC
1018
Cutler Investment Counsel
Oregon
$5.46M +$5.46M +58,063 New
PCIA
1019
Prime Capital Investment Advisors
Kansas
$5.45M +$2.74M +29,142 +101%
IPW
1020
Inlet Private Wealth
Florida
$5.44M – – –
UFG
1021
United Fire Group
Iowa
$5.43M – – –
MCM
1022
Mengis Capital Management
Oregon
$5.42M +$267K +2,840 +5%
LWANC
1023
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.41M +$264K +2,811 +5%
HA
1024
Hamel Associates
New Jersey
$5.41M +$160K +1,700 +3%
SFS
1025
Strategic Financial Services
New York
$5.4M -$2.09M -22,197 -28%
39 40
41
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