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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 %
MA
2551
MONECO Advisors
Connecticut
$562K -$101K -717 -15%
CCMW
2552
Cypress Capital Management (Wyoming)
Wyoming
$560K – – –
SFP
2553
Sandbox Financial Partners
Maryland
$560K +$560K +4,405 New
PP
2554
Patron Partners
Texas
$559K +$559K +4,402 New
ACM
2555
AUA Capital Management
Pennsylvania
$557K -$254 -2 -0%
MFGP
2556
Marshall Financial Group (Pennsylvania)
Pennsylvania
$557K +$2.29K +18 +0.4%
EWP
2557
Engrave Wealth Partners
Texas
$555K +$161K +1,144 +41%
RAM
2558
Riggs Asset Management
Pennsylvania
$555K +$555K +4,365 New
GWSG
2559
GPS Wealth Strategies Group
Colorado
$554K -$54.2K -427 -9%
GIA
2560
Gladstone Institutional Advisory
Florida
$553K -$49.5K -389 -8%
MPW
2561
Monterey Private Wealth
California
$552K -$52.9K -416 -9%
HAFS
2562
Hapanowicz & Associates Financial Services
Pennsylvania
$551K – – –
GSAM
2563
Grant Street Asset Management
Pennsylvania
$550K – – –
CPC
2564
Consolidated Planning Corp
Georgia
$549K +$157K +1,238 +40%
FWM
2565
Foresight Wealth Management
Utah
$549K +$243K +1,911 +79%
TCMP
2566
Thrive Capital Management (Pennsylvania)
Pennsylvania
$548K +$548K +4,313 New
EBSAM
2567
Eubel Brady & Suttman Asset Management
Ohio
$547K -$508 -4 -0.1%
CWP
2568
Concord Wealth Partners
Virginia
$547K +$547K +4,303 New
LCM
2569
LCM Capital Management
Illinois
$547K +$547K +4,305 New
EIA
2570
Eldridge Investment Advisors
New Hampshire
$546K – – –
CA
2571
Crumly & Associates
Illinois
$543K +$243K +1,815 +81%
HI
2572
Harrington Investments
California
$542K – – –
CM
2573
Columbus Macro
Pennsylvania
$541K -$72.3K -569 -12%
HCM
2574
Hutner Capital Management
Vermont
$541K -$890 -7 -0.2%
NVIM
2575
New Vernon Investment Management
Illinois
$540K – – –
101 102
103
104 105