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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 %
3LCM
2601
3D/L Capital Management
Connecticut
$511K +$511K +4,084 New
BCP
2602
Berkeley Capital Partners
Georgia
$510K +$75.3K +592 +17%
FA
2603
Financial Advisors
Massachusetts
$510K +$228K +1,797 +81%
OHS
2604
Odey Holdings (Switzerland)
Switzerland
$508K +$254K +2,000 +100%
AFS
2605
Aft Forsyth & Sober
Florida
$508K +$508K +4,000 New
SAM
2606
S.A. Mason
Michigan
$505K -$5.08K -40 -1%
UWPG
2607
Ullmann Wealth Partners Group
Florida
$505K – – –
DE
2608
Day & Ennis
Georgia
$504K +$13.8K +109 +3%
TFF
2609
The Family Firm
Maryland
$503K +$17.2K +124 +4%
GC
2610
Garde Capital
Washington
$500K -$16.1K -127 -3%
D
2611
Diversified
Delaware
$499K +$499K +5,179 New
AO
2612
Advisor OS
Illinois
$498K +$321K +5,512 +182%
PIMG
2613
Patriot Investment Management Group
Tennessee
$496K -$323K -2,545 -39%
PCC
2614
Park Circle Company
Maryland
$496K – – –
TSS
2615
Thomas Story & Son
Indiana
$493K – – –
SCM
2616
Stonehearth Capital Management
Massachusetts
$492K +$41.8K +329 +9%
FWM
2617
Filbrandt Wealth Management
Wisconsin
$491K -$76.2K -600 -13%
ONST
2618
Old North State Trust
North Carolina
$490K -$268K -2,110 -35%
MHR
2619
Matthew Hamilton Rosenberg
$490K +$26.9K +212 +6%
MFW
2620
Mosaic Family Wealth
Missouri
$489K -$12.7K -100 -3%
SAS
2621
Sanford Advisory Services
Michigan
$488K +$488K +3,838 New
PLFAM
2622
Pineno Levin & Ford Asset Management
Virginia
$487K +$10.7K +84 +2%
ISWM
2623
Independent Solutions Wealth Management
New York
$486K +$127 +1 +0%
BRA
2624
Bender Robert & Associates
California
$485K -$1.27K -10 -0.3%
PCFFS
2625
Pacific Center for Financial Services
California
$483K +$89.3K +703 +23%
103 104
105
106 107