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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 %
EPA
2676
Element Pointe Advisors
Florida
$421K +$12.7K +100 +3%
JI
2677
Jeereddi Investments
California
$419K – – –
PIA
2678
Powell Investment Advisors
Florida
$419K – – –
WFO
2679
Wealthgate Family Office
Colorado
$419K +$419K +3,295 New
FNBOMD
2680
First National Bank of Mount Dora
Florida
$419K +$419K +3,299 New
GFPC
2681
Global Financial Private Client
Florida
$417K +$14.6K +115 +4%
NWS
2682
Newport Wealth Strategies
California
$417K – – –
FMP
2683
Financial Management Professionals
Texas
$416K -$153K -1,200 -27%
LB
2684
Leo Brokerage
Texas
$414K -$87.6K -690 -17%
PWS
2685
Private Wealth Strategies
Ohio
$413K – – –
BWA
2686
Bordeaux Wealth Advisors
California
$411K +$411K +3,232 New
FRA
2687
Frank Rimerman Advisors
California
$410K +$410K +3,230 New
AWA
2688
AmeriServ Wealth Advisors
Pennsylvania
$410K +$410K +3,224 New
TIA
2689
Tandem Investment Advisors
South Carolina
$408K -$33.4K -263 -8%
WFM
2690
Wolff Financial Management
Michigan
$408K – – –
FA
2691
Forefront Analytics
Pennsylvania
$407K +$3.68K +29 +0.9%
FFS
2692
Founders Financial Securities
Maryland
$407K +$407K +3,202 New
IGGA
2693
Iron Gate Global Advisors
Utah
$406K +$39.5K +311 +11%
NFP
2694
Novak Financial Planning
Maryland
$406K +$406K +3,192 New
TWM
2695
Titus Wealth Management
California
$404K -$56.8K -447 -12%
TCOO
2696
Trust Company of Oklahoma
Oklahoma
$404K -$210K -1,655 -34%
SFG
2697
Sunburst Financial Group
Alabama
$403K -$80.5K -634 -17%
BWM
2698
BT Wealth Management
Georgia
$403K -$16.5K -130 -4%
MAG
2699
MRA Advisory Group
New Jersey
$402K +$402K +3,161 New
WFWM
2700
Wechter Feldman Wealth Management
New Jersey
$401K +$12.7K +100 +3%
106 107
108
109 110