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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 %
SIM
1701
Sterling Investment Management
Arizona
$1.86M +$1.44M +15,263 +338%
WP
1702
WMS Partners
Maryland
$1.86M -$29.7K -316 -2%
EI
1703
Ethic Inc
New York
$1.86M +$405K +4,305 +28%
VNA
1704
Valley National Advisers
Pennsylvania
$1.85M -$433K -4,606 -19%
AIM
1705
Anchor Investment Management
South Carolina
$1.85M +$2.26K +24 +0.1%
GDP
1706
Great Diamond Partners
Maine
$1.85M -$780K -8,295 -30%
CB
1707
Cadence Bank
Mississippi
$1.85M +$13.1K +139 +0.7%
SCA
1708
Strategic Capital Advisers
Colorado
$1.85M +$1.23M +13,116 +200%
LAIC
1709
Lederer & Associates Investment Counsel
California
$1.85M -$5.64K -60 -0.3%
CAN
1710
Claraphi Advisory Network
United States
$1.85M +$307K +3,261 +20%
FMB
1711
Field & Main Bank
Kentucky
$1.85M +$1.85M +19,664 New
CT
1712
Coastline Trust
Rhode Island
$1.85M +$15.1K +160 +0.8%
PIP
1713
Peachtree Investment Partners
Florida
$1.85M -$280K -2,974 -13%
EHWM
1714
Eads & Heald Wealth Management
Georgia
$1.84M -$14.9K -158 -0.8%
RA
1715
Rational Advisors
New York
$1.84M +$1.78M +18,927 +3,155%
BAM
1716
Burgundy Asset Management
Ontario, Canada
$1.84M – – –
CA
1717
Calton & Associates
Florida
$1.84M -$401K -4,260 -18%
HFBOT
1718
Home Federal Bank of Tennessee
Tennessee
$1.83M -$4.7K -50 -0.3%
CCG
1719
Ceeto Capital Group
Florida
$1.83M +$94.1K +1,000 +5%
IWP
1720
Icon Wealth Partners
Texas
$1.83M +$1.24M +13,178 +211%
LTI
1721
Laffer Tengler Investments
Tennessee
$1.82M +$427K +4,544 +31%
PVWM
1722
Point View Wealth Management
New Jersey
$1.82M -$52.6K -559 -3%
BA
1723
Birinyi Associates
Connecticut
$1.82M -$870K -9,250 -32%
LFA
1724
Landmark Financial Advisors
Kentucky
$1.82M +$5.03K +53 +0.3%
CCM
1725
Condor Capital Management
New Jersey
$1.82M +$454K +4,826 +33%
67 68
69
70 71