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 %
CCA
2426
Column Capital Advisors
Indiana
$421K +$9.21K +98 +2%
RGIA
2427
Rainier Group Investment Advisory
Washington
$421K +$421K +4,476 New
OAM
2428
Oberweis Asset Management
Illinois
$420K -$1.6K -17 -0.4%
SAG
2429
Spotlight Asset Group
Illinois
$419K +$10.2K +108 +2%
BRG
2430
Bay Rivers Group
Virginia
$419K +$115K +1,227 +38%
WCM
2431
Weld Capital Management
New York
$419K +$419K +4,459 New
SIG
2432
Sky Investment Group
Connecticut
$416K +$96.7K +1,028 +30%
CRCM
2433
Corbett Road Capital Management
Virginia
$416K +$416K +4,426 New
CCMW
2434
Cypress Capital Management (Wyoming)
Wyoming
$414K – – –
GIA
2435
Gladstone Institutional Advisory
Florida
$413K -$277K -2,941 -40%
RSVP
2436
Ramsay Stattman Vela & Price
Colorado
$413K -$1.41K -15 -0.3%
NWS
2437
Newport Wealth Strategies
California
$412K -$8.1K -86 -2%
MFGP
2438
Marshall Financial Group (Pennsylvania)
Pennsylvania
$409K +$1.79K +19 +0.4%
1W
2439
1776 Wealth
Georgia
$407K -$71K -756 -15%
EIA
2440
Edgemoor Investment Advisors
Maryland
$407K – – –
CRIG
2441
Charter Research & Investment Group
Connecticut
$407K – – –
OWA
2442
Outlook Wealth Advisors
Texas
$407K +$21.1K +224 +5%
MPW
2443
Monterey Private Wealth
California
$407K +$56.4K +600 +16%
GSAM
2444
Grant Street Asset Management
Pennsylvania
$407K +$407K +4,330 New
EIA
2445
Eldridge Investment Advisors
New Hampshire
$406K +$1.88K +20 +0.5%
GWS
2446
Glassman Wealth Services
Virginia
$405K +$14.9K +159 +4%
HWA
2447
HHM Wealth Advisors
Tennessee
$404K -$22.9K -243 -5%
HI
2448
Harrington Investments
California
$404K – – –
DW
2449
Domani Wealth
Pennsylvania
$401K -$83.5K -888 -17%
EBSAM
2450
Eubel Brady & Suttman Asset Management
Ohio
$401K -$4.04K -43 -1%
96 97
98
99 100