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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 %
GFPC
1676
Global Financial Private Capital
Florida
$1.9M +$77.2K +821 +4%
SWA
1677
Sutton Wealth Advisors
Florida
$1.9M +$264K +2,806 +16%
DGHMC
1678
Dalton, Greiner, Hartman, Maher & Co
New York
$1.9M -$1.75M -18,557 -48%
IP
1679
Investment Partners
Ohio
$1.9M +$45.8K +487 +2%
JIP
1680
JBJ Investment Partners
South Carolina
$1.9M +$834K +8,869 +79%
SIM
1681
Sonora Investment Management
Arizona
$1.9M +$1.05M +11,207 +125%
CWM
1682
Cordatus Wealth Management
Pennsylvania
$1.89M +$702K +7,461 +59%
GCA
1683
Gradient Capital Advisors
California
$1.89M +$133K +1,419 +8%
CB
1684
CNB Bank
Pennsylvania
$1.89M +$120K +1,277 +7%
DBIA
1685
Dumont & Blake Investment Advisors
New Jersey
$1.89M +$11.8K +125 +0.6%
RAM
1686
Roanoke Asset Management
New Jersey
$1.89M -$148K -1,570 -7%
IP
1687
Intellectus Partners
California
$1.88M +$177K +1,887 +10%
TA
1688
TCG Advisors
Texas
$1.88M +$460K +4,886 +32%
JGGDR
1689
JGP Global Gestao de Recursos
Brazil
$1.88M +$1.88M +20,000 New
C
1690
Chescapmanager
Maryland
$1.88M +$1.88M +20,000 New
ACP
1691
Ashfield Capital Partners
California
$1.88M +$65K +691 +4%
BCM
1692
Boltwood Capital Management
California
$1.88M -$65.2K -693 -3%
BRWM
1693
B. Riley Wealth Management
Tennessee
$1.88M -$2.06M -21,858 -52%
LWMM
1694
Legacy Wealth Management (Mississippi)
Mississippi
$1.87M +$58.1K +618 +3%
BMA
1695
Brooks Moore & Associates
Tennessee
$1.87M +$38.8K +413 +2%
TI
1696
Tidal Investments
Wisconsin
$1.87M -$108K -1,149 -5%
BCM
1697
Bluefin Capital Management
New York
$1.87M +$434K +4,614 +30%
LCM
1698
Liberty Capital Management
Michigan
$1.87M +$114K +1,213 +7%
KFGK
1699
Keystone Financial Group (Kentucky)
Kentucky
$1.87M +$127K +1,350 +7%
GBT
1700
Grove Bank & Trust
Florida
$1.86M +$12.9K +137 +0.7%
66 67
68
69 70