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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 %
SLA
2651
Silver Lake Advisory
Utah
$457K +$2.8K +22 +0.6%
AIIMS
2652
Analyst IMS Investment Management Services
Israel
$457K +$44.4K +350 +11%
ADMI
2653
Albert D. Mason Inc
Massachusetts
$454K +$101K +797 +29%
TPW
2654
Tiller Private Wealth
Pennsylvania
$452K +$36.7K +289 +9%
CAGAS
2655
Capital Advisory Group Advisory Services
Minnesota
$448K +$105K +828 +31%
PWM
2656
PRW Wealth Management
Massachusetts
$447K – – –
LAI
2657
Legal Advantage Investments
California
$447K +$447K +3,520 New
WAM
2658
WNY Asset Management
New York
$446K +$446K +3,508 New
SC
2659
Saturna Capital
Washington
$445K +$445K +3,501 New
HIS
2660
Harvest Investment Services
Illinois
$444K +$11.2K +88 +3%
SAM
2661
Summit Asset Management
Tennessee
$444K +$16K +126 +4%
FWSM
2662
First Wilshire Securities Management
California
$443K -$32.6K -257 -7%
TIM
2663
Total Investment Management
Arizona
$440K -$5.21K -41 -1%
DW
2664
Domani Wealth
Pennsylvania
$438K -$49.3K -388 -10%
CCT
2665
Capital City Trust
Florida
$435K -$71.7K -565 -14%
EA
2666
Elm Advisors
California
$434K -$66.1K -520 -13%
SNBOSD
2667
Security National Bank of So Dak
Iowa
$434K -$4.83K -38 -1%
NED
2668
Nancy E. Dempze
$434K – – –
SWG
2669
Summit Wealth Group
Vermont
$434K – – –
RCM
2670
Requisite Capital Management
Texas
$433K -$234K -1,839 -35%
HHAM
2671
HITE Hedge Asset Management
Massachusetts
$431K – – –
FNC
2672
First National Corp
Massachusetts
$430K +$6.6K +52 +2%
PIM
2673
Profit Investment Management
Maryland
$428K -$866K -6,810 -67%
AWM
2674
Aprio Wealth Management
Georgia
$427K -$1.16M -9,124 -73%
RWMH
2675
Riverpoint Wealth Management Holdings
Illinois
$423K +$1.65K +13 +0.4%
105 106
107
108 109