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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 %
RHDIC
2526
R.H. Dinel Investment Counsel
California
$584K – – –
WDA
2527
Wendell David Associates
New Hampshire
$583K -$44.1K -347 -7%
RTS
2528
Round Table Services
New Jersey
$583K -$17.7K -139 -3%
RIM
2529
Redwood Investment Management
Arizona
$581K -$98.7K -777 -15%
CG
2530
Corundum Group
Colorado
$581K +$95.2K +749 +20%
AA
2531
Addison Advisors
Vermont
$580K +$580K +4,563 New
HWA
2532
HHM Wealth Advisors
Tennessee
$579K +$26.7K +210 +5%
MF
2533
Montis Financial
Massachusetts
$577K +$577K +4,516 New
MIM
2534
Merrion Investment Management
New Jersey
$577K +$577K +4,544 New
GWM
2535
Gray Wealth Management
Maine
$576K +$15.3K +120 +3%
P
2536
&Partners
Tennessee
$575K – – –
HA
2537
HYA Advisors
Missouri
$575K +$1.78K +14 +0.3%
NFSG
2538
Newbridge Financial Services Group
Florida
$575K +$32K +252 +6%
EI
2539
Ellevest Inc
New York
$574K +$47K +370 +9%
BFG
2540
Berger Financial Group
Minnesota
$573K +$573K +4,511 New
FCIM
2541
Fairview Capital Investment Management
California
$572K +$66.8K +526 +13%
FA
2542
Fountainhead AM
New Jersey
$571K +$571K +4,497 New
MWPCG
2543
Measured Wealth Private Client Group
New Hampshire
$570K -$156K -1,229 -22%
AAM
2544
AMI Asset Management
California
$570K +$9.4K +74 +2%
OAM
2545
Oberweis Asset Management
Illinois
$569K +$508 +4 +0.1%
CRCM
2546
Corbett Road Capital Management
Virginia
$567K -$62.1K -489 -10%
IAP
2547
Indie Asset Partners
Indiana
$566K -$531K -4,179 -48%
BWCS
2548
Beirne Wealth Consulting Services
Connecticut
$566K +$71.1K +560 +14%
MJRIC
2549
Mogy Joel R Investment Counsel
California
$565K -$242K -1,900 -30%
TWP
2550
Tempus Wealth Planning
California
$564K -$9.54K -75 -2%
100 101
102
103 104