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 %
BFPW
1026
BOK Financial Private Wealth
Colorado
$5.36M -$894K -9,503 -14%
EH
1027
Employers Holdings
Nevada
$5.36M +$688K +7,315 +15%
FCT
1028
Family Capital Trust
Massachusetts
$5.33M +$63.3K +673 +1%
FAT
1029
First American Trust
California
$5.31M +$110K +1,165 +2%
PTC
1030
Philadelphia Trust Company
Pennsylvania
$5.3M +$2.67M +28,343 +101%
FIB
1031
First Interstate Bank
Montana
$5.3M -$1.23M -13,100 -19%
LJAC
1032
L.J. Altfest & Co
New York
$5.29M +$1.24M +13,173 +31%
ISB
1033
Iowa State Bank
Iowa
$5.28M -$93.8K -997 -2%
DWT
1034
Dorsey & Whitney Trust
South Dakota
$5.24M +$48.3K +514 +0.9%
BFM
1035
Boston Financial Management
Massachusetts
$5.23M -$8.84K -94 -0.2%
FMWA
1036
Forvis Mazars Wealth Advisors
Missouri
$5.23M +$607K +6,451 +13%
DAS
1037
Dynamic Advisor Solutions
Arizona
$5.23M +$303K +3,220 +6%
MC
1038
Miramar Capital
Illinois
$5.22M +$358K +3,744 +7%
LBD
1039
Landsberg Bennett & Dubbaneh
Florida
$5.21M +$428K +4,605 +9%
YL
1040
YCG LLC
Texas
$5.2M -$3.74M -39,713 -42%
FMC
1041
First Merchants Corp
Indiana
$5.19M +$218K +2,321 +4%
WAS
1042
Wealth Advisory Solutions
Indiana
$5.19M -$214K -2,279 -4%
KC
1043
Kepos Capital
New York
$5.17M +$5.17M +55,000 New
SEIA
1044
Signature Estate & Investment Advisors
California
$5.17M +$514K +5,460 +11%
SFO
1045
Stokes Family Office
Louisiana
$5.14M +$1.47M +15,629 +40%
IMOV
1046
Investment Management of Virginia
Virginia
$5.1M +$1.71M +18,213 +51%
PP
1047
Prospector Partners
Connecticut
$5.09M +$5.09M +54,150 New
AWM
1048
Altium Wealth Management
New York
$5.07M +$24K +255 +0.5%
DWM
1049
Dakota Wealth Management
Florida
$5.04M +$583K +6,200 +13%
CPIG
1050
Chicago Partners Investment Group
Illinois
$5.03M +$234K +2,414 +5%
40 41
42
43 44