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JPMorgan Chase
JPM

Overview Fund Activity

3,113 hedge funds and large institutions have $279B invested in JPMorgan Chase in 2020 Q4 according to their latest regulatory filings, with 427 funds opening new positions, 1,306 increasing their positions, 1,158 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,113
Holders Change
+297
Holders Change %
+10.55%
% of All Funds
55.23%
Holding in Top 10
530
Holding in Top 10 Change
+250
Holding in Top 10 Change %
+89.29%
% of All Funds
9.4%
New
427
Increased
1,306
Reduced
1,158
Closed
90
Calls
$5.85B
Puts
$7.45B
Net Calls
-$1.6B
Net Calls Change
-$210M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.79B
2
Sanders Capital
Sanders Capital
Florida
+$1.22B
3
KBC Group
KBC Group
Belgium
+$1.05B
4
Capital World Investors
Capital World Investors
California
+$770M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$713M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$789M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$683M
3
Citadel Advisors
Citadel Advisors
Florida
-$415M
4
Ameriprise
Ameriprise
Minnesota
-$334M
5
Boston Partners
Boston Partners
Massachusetts
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMP
2476
Polar Asset Management Partners
Ontario, Canada
$640K +$640K +5,033 New
LWP
2477
Lumature Wealth Partners
Georgia
$638K +$638K +5,021 New
SFA
2478
Stewardship Financial Advisors
Georgia
$636K +$100K +789 +19%
FIA
2479
Foundations Investment Advisors
Arizona
$635K -$120K -886 -16%
GA
2480
Greenhaven Associates
New York
$635K – – –
PAA
2481
Peregrine Asset Advisers
Oregon
$635K +$233K +1,833 +58%
CL
2482
COWA LLC
Oklahoma
$635K +$635K +4,532 New
SLWA
2483
San Luis Wealth Advisors
California
$635K +$635K +5,000 New
SFA
2484
Semmax Financial Advisors
North Carolina
$634K -$4.19K -33 -0.7%
TIM
2485
Tortoise Investment Management
New York
$634K -$3.94K -31 -0.6%
MWM
2486
Merriman Wealth Management
Washington
$634K +$129K +1,012 +25%
FVWA
2487
Foster Victor Wealth Advisors
South Carolina
$633K +$69.8K +549 +12%
OPW
2488
Oxler Private Wealth
New York
$632K +$632K +5,025 New
SAG
2489
Spotlight Asset Group
Illinois
$631K -$1.78K -14 -0.3%
ARMC
2490
American Research & Management Company
Massachusetts
$631K +$127K +1,000 +25%
BIMC
2491
Benson Investment Management Company
Virginia
$629K -$4.49M -35,365 -88%
SFM
2492
Signet Financial Management
New Jersey
$628K -$12.1K -95 -2%
CA
2493
CGN Advisors
Kansas
$628K +$628K +4,943 New
RWI
2494
Red Wave Investments
Pennsylvania
$628K +$628K +4,943 New
RW
2495
Rede Wealth
Virginia
$628K +$628K +4,952 New
SSA
2496
Schonfeld Strategic Advisors
New York
$626K +$104K +819 +20%
VWM
2497
Vigilare Wealth Management
Arizona
$625K -$27.4K -216 -4%
FCB
2498
First Command Bank
Texas
$625K +$32.1K +253 +5%
FCFS
2499
First Command Financial Services
Texas
$625K +$32.1K +253 +5%
CCC
2500
Chelsea Counsel Company
California
$625K +$185K +1,459 +42%
98 99
100
101 102