JPM icon

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 %
MCA
2501
Morris Capital Advisors
Pennsylvania
$623K -$28.5K -224 -4%
PWM
2502
PBMares Wealth Management
Virginia
$623K +$127 +1 +0%
SRSA
2503
S.R. Schill & Associates
Washington
$618K -$3.18K -25 -0.5%
AC
2504
Apella Capital
Connecticut
$614K -$72.1K -567 -11%
CPSC
2505
Carl P. Sherr & Co
Massachusetts
$614K -$50.1K -394 -8%
WA1
2506
Wimmer Associates 1
California
$614K – – –
MTC
2507
McDaniel Terry & Co
Texas
$612K +$2.67K +21 +0.4%
OBWG
2508
Onyx Bridge Wealth Group
New York
$612K +$612K +4,816 New
SWA
2509
Sax Wealth Advisors
New Jersey
$611K +$611K +4,809 New
RWM
2510
Reston Wealth Management
Virginia
$610K +$274K +2,160 +82%
LSWM
2511
Lorne Steinberg Wealth Management
Canada
$608K +$608K +4,770 New
OWA
2512
Outlook Wealth Advisors
Texas
$605K +$9.78K +77 +2%
WDG
2513
Wealth Dimensions Group
Ohio
$605K +$605K +4,758 New
GWS
2514
Glassman Wealth Services
Virginia
$602K +$19.9K +157 +3%
ME
2515
McIlrath & Eck
Washington
$602K +$496K +3,901 +466%
RCA
2516
Rowland Carmichael Advisors
Arizona
$600K -$39K -307 -6%
DIM
2517
Delta Investment Management
California
$600K -$19.4K -153 -3%
AIA
2518
Arbor Investment Advisors
North Carolina
$596K +$10.3K +81 +2%
DAM
2519
Diamant Asset Management
Connecticut
$592K -$273K -2,150 -32%
BRG
2520
Bay Rivers Group
Virginia
$592K -$32.8K -258 -5%
WC
2521
Westhampton Capital
North Carolina
$592K -$27.9K -220 -5%
TLP
2522
Trinity Legacy Partners
Texas
$591K -$127K -1,000 -18%
GAM
2523
Grandview Asset Management
Pennsylvania
$589K +$589K +4,632 New
TF
2524
TRH Financial
Iowa
$588K -$31.1K -245 -5%
PWM
2525
Purus Wealth Management
California
$588K +$588K +4,623 New
99 100
101
102 103