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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 %
CA
2626
Crewe Advisors
Utah
$482K -$10K -79 -2%
FNBOH
2627
First National Bank of Hutchinson
Kansas
$482K +$151K +1,171 +45%
CAM
2628
Claret Asset Management
Quebec, Canada
$477K -$3.81K -30 -0.8%
PCM
2629
Pennsylvania Capital Management
Pennsylvania
$477K – – –
ACWM
2630
Adams Chetwood Wealth Management
North Carolina
$475K +$254 +2 +0.1%
TF
2631
Trek Financial
Arizona
$475K +$11.4K +90 +2%
CC
2632
Callan Capital
California
$473K – – –
AWS
2633
Arkfeld Wealth Strategies
Nebraska
$473K +$4.41K +32 +0.9%
HCA
2634
Heck Capital Advisors
Wisconsin
$470K -$508 -4 -0.1%
ACM
2635
Alethea Capital Management
Washington
$470K – – –
MCM
2636
Marathon Capital Management
Maryland
$470K +$2.29K +18 +0.5%
DWA
2637
Dougherty Wealth Advisers
Minnesota
$467K – – –
FHC
2638
First Heartland Consultants
Missouri
$466K -$114K -898 -20%
GC
2639
Grace Capital
Massachusetts
$466K -$47.3K -373 -9%
MHI
2640
Miller Howard Investments
New York
$465K -$46.5M -365,886 -99%
SPWG
2641
Sage Private Wealth Group
Illinois
$463K +$463K +3,643 New
NA
2642
Nottingham Advisors
New York
$462K – – –
SWK
2643
Stephen W. Kidder
$462K – – –
BAM
2644
Beaumont Asset Management
Texas
$462K +$462K +3,638 New
AWA
2645
Aaron Wealth Advisors
Illinois
$462K +$462K +3,640 New
ACM
2646
Aljian Capital Management
Nevada
$461K -$9.28K -73 -2%
CIA
2647
Cascade Investment Advisors
Oregon
$460K -$25.4K -200 -5%
NG
2648
Northstar Group
New York
$459K -$59.9K -471 -12%
SSA
2649
South Street Advisors
New York
$459K +$50.8K +400 +12%
NIC
2650
Northwest Investment Counselors
Oregon
$458K +$22.6K +178 +5%
104 105
106
107 108