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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 %
SCM
1351
Salem Capital Management
Massachusetts
$3.06M – – –
CG
1352
Caprock Group
Idaho
$3.06M +$581K +6,179 +23%
VWA
1353
V Wealth Advisors
Kansas
$3.05M -$1.14M -12,142 -27%
SFP
1354
Shepherd Financial Partners
Massachusetts
$3.05M +$103K +1,097 +3%
PP
1355
Pegasus Partners
Wisconsin
$3.05M +$125K +1,331 +4%
SW
1356
SkyOak Wealth
Michigan
$3.04M +$1.76M +18,747 +138%
SMFG
1357
Sumitomo Mitsui Financial Group
Japan
$3.03M -$680K -7,227 -18%
BHB
1358
Bank Hapoalim BM
Israel
$3.02M +$1.61M +17,135 +115%
BW
1359
Bison Wealth
Georgia
$3.01M -$81.3K -864 -3%
SS
1360
Sunbelt Securities
Texas
$3.01M +$32K +340 +1%
MIAN
1361
Mariner Independent Advisor Network
Kansas
$3.01M +$280K +2,999 +10%
SFI
1362
SPC Financial Inc
Maryland
$3.01M +$1.61M +17,112 +115%
MUAMU
1363
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.01M +$3.01M +32,000 New
BFC
1364
Bedel Financial Consulting
Indiana
$3.01M -$18.2K -194 -0.6%
AWM
1365
Avior Wealth Management
Nebraska
$3.01M -$43.7K -465 -1%
SAM
1366
Sawgrass Asset Management
Florida
$3.01M -$89.4K -950 -3%
FCFC
1367
First Commonwealth Financial Corp
Pennsylvania
$3M +$379K +4,026 +14%
LOAME
1368
Lombard Odier Asset Management (Europe)
United Kingdom
$2.99M +$299K +3,178 +11%
CT
1369
Chicago Trust
Illinois
$2.99M +$43.1K +458 +1%
BWA
1370
BDO Wealth Advisors
Florida
$2.99M +$32.9K +350 +1%
SBSB
1371
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.98M -$118K -1,259 -4%
KWM
1372
Keebeck Wealth Management
Illinois
$2.98M -$52.8K -561 -2%
OLA
1373
Oliver Luxxe Assets
New Jersey
$2.98M +$229K +2,439 +8%
SWM
1374
SeaCrest Wealth Management
New York
$2.98M -$23.3K -248 -0.8%
LC
1375
Lincoln Capital
Nebraska
$2.97M +$298K +3,163 +11%
53 54
55
56 57