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 %
NSAM
1926
North Star Asset Management
Wisconsin
$1.26M +$43.9K +467 +4%
GA
1927
GFS Advisors
Texas
$1.25M -$367K -3,900 -23%
HIC
1928
Hartline Investment Corp
Illinois
$1.24M -$191K -2,034 -13%
IIC
1929
Ironwood Investment Counsel
Arizona
$1.24M +$101K +1,069 +9%
PBO
1930
Peoples Bank (Ohio)
Ohio
$1.24M +$71.5K +760 +6%
VSWA
1931
Vontobel Swiss Wealth Advisors
Switzerland
$1.23M +$25.4K +270 +2%
GFP
1932
Gryphon Financial Partners
Ohio
$1.23M -$146K -1,550 -11%
AFC
1933
AFT Forsyth & Company
Florida
$1.23M -$97.2K -1,033 -7%
CIM
1934
Chapman Investment Management
California
$1.22M – – –
SWM
1935
Sugarloaf Wealth Management
Georgia
$1.22M +$75.6K +804 +7%
SWIG
1936
Strategic Wealth Investment Group
Kentucky
$1.22M +$309K +3,287 +34%
OWP
1937
Obermeyer Wealth Partners
Colorado
$1.21M -$22.6K -240 -2%
SCA
1938
Sage Capital Advisors
South Dakota
$1.21M +$5.64K +60 +0.5%
FTI
1939
Fiduciary Trust International
Massachusetts
$1.21M -$1.6M -17,028 -57%
BCA
1940
Berman Capital Advisors
Georgia
$1.21M +$101K +1,079 +9%
ICM
1941
IMS Capital Management
Oregon
$1.2M -$144K -1,531 -11%
SWM
1942
Sculati Wealth Management
Michigan
$1.2M -$2.92K -31 -0.2%
WIP
1943
Wellesley Investment Partners
Massachusetts
$1.19M -$15.6K -166 -1%
SCG
1944
Sonata Capital Group
Washington
$1.19M -$23.5K -250 -2%
STA
1945
Summit Trail Advisors
New York
$1.19M -$3.48K -37 -0.3%
LF
1946
LifeSteps Financial
California
$1.19M +$152K +1,616 +15%
AFAS
1947
Acorn Financial Advisory Services
Virginia
$1.19M +$942K +10,024 +387%
DI
1948
DFPG Investments
Utah
$1.18M -$162K -1,750 -12%
BWM
1949
BerganKDV Wealth Management
Minnesota
$1.18M +$31.7K +337 +3%
DI
1950
DAGCO Inc
Ohio
$1.18M +$3.01K +32 +0.3%
76 77
78
79 80