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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 %
AL
2701
ADE LLC
Maryland
$401K +$401K +3,152 New
DACG
2702
Donor Advised Charitable Giving
California
$400K – – –
RIS
2703
Retirement Income Solutions
Michigan
$399K -$19.8K -156 -5%
PCM
2704
Piedmont Capital Management
Montana
$398K +$398K +3,133 New
RF
2705
Robbins Farley
New Hampshire
$397K +$397K +3,121 New
IFO
2706
Independent Family Office
New York
$395K +$12.7K +100 +3%
JC
2707
Jentner Corp
Ohio
$393K -$6.48K -51 -2%
AC
2708
Avenir Corporation
Virginia
$392K – – –
SC
2709
Sepio Capital
Utah
$390K -$182K -1,433 -32%
WIA
2710
World Investment Advisors
California
$388K -$141 -1 -0%
BFM
2711
Boothbay Fund Management
New York
$388K +$388K +3,050 New
KCM
2712
Kathmere Capital Management
Pennsylvania
$387K +$6.23K +49 +2%
CC
2713
Capital Counsel
New York
$386K – – –
LWM
2714
Liberty Wealth Management
California
$386K +$33K +255 +9%
CRIG
2715
Charter Research & Investment Group
Connecticut
$385K – – –
HA
2716
HC Advisors
Georgia
$385K +$1.14K +9 +0.3%
POIA
2717
Pin Oak Investment Advisors
Texas
$385K +$14.9K +117 +4%
AWM
2718
Aevitas Wealth Management
Massachusetts
$385K +$47.6K +374 +14%
AFAS
2719
Acorn Financial Advisory Services
Virginia
$384K +$5.48K +43 +1%
FSC
2720
Full Sail Capital
Oklahoma
$383K +$383K +2,914 New
FBB
2721
Fulton Breakefield Broenniman
Maryland
$382K -$63.9K -503 -14%
GAM
2722
Gemmer Asset Management
California
$382K +$127 +1 +0%
MWM
2723
Mascoma Wealth Management
New Hampshire
$382K +$382K +3,007 New
OKSA
2724
O'Keefe Stevens Advisory
New York
$381K – – –
HC
2725
Hourglass Capital
Texas
$380K – – –
107 108
109
110 111