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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 %
SL
2576
Summitry LLC
California
$539K +$4.2K +33 +0.8%
PC
2577
Permit Capital
Pennsylvania
$538K – – –
IFG
2578
Investors Financial Group
Minnesota
$537K +$30.9K +243 +6%
LI
2579
LVZ Inc
Michigan
$535K – – –
VC
2580
Vicus Capital
Pennsylvania
$531K -$60.6K -477 -10%
EIA
2581
Edgemoor Investment Advisors
Maryland
$529K -$12.3K -97 -2%
WA
2582
Winfield Associates
Ohio
$526K -$165K -1,300 -24%
CL
2583
CIM LLC
New York
$526K +$59.1K +428 +13%
CP
2584
Capital Planning
Washington
$526K +$526K +4,136 New
MAM
2585
Mark Asset Management
New York
$525K – – –
JLBC
2586
J.L. Bainbridge & Co
Florida
$524K +$7.12K +56 +1%
RBCM
2587
Raub Brock Capital Management
California
$521K – – –
FC
2588
FCA Corp
Texas
$521K +$254K +1,996 +95%
SLG
2589
Stanley-Laman Group
Pennsylvania
$521K +$521K +4,098 New
OCPWS
2590
One Charles Private Wealth Services
Massachusetts
$519K +$519K +4,081 New
FP
2591
Financial Perspectives
Minnesota
$519K +$43.6K +343 +9%
RHBC
2592
R.H. Bluestein & Co
Michigan
$518K -$20.9M -164,553 -98%
SAA
2593
Southeast Asset Advisors
Georgia
$518K +$89.9K +707 +21%
HG
2594
Harbor Group
New Hampshire
$518K +$518K +3,692 New
TI
2595
Truehand Inc
New Hampshire
$517K – – –
CMI
2596
Clare Market Investments
Texas
$517K -$31.4K -247 -6%
FCM
2597
Firestone Capital Management
Florida
$515K +$25.4K +200 +5%
SEP
2598
Southland Equity Partners
Missouri
$513K +$513K +4,033 New
DWP
2599
Destiny Wealth Partners
Florida
$512K +$512K +4,031 New
HWA
2600
Hillcrest Wealth Advisors
New Jersey
$511K -$827K -6,500 -62%
102 103
104
105 106