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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 %
ACA
2726
Ackerman Capital Advisors
Texas
$379K -$381K -3,000 -50%
W
2727
WealthOne
New York
$379K -$14.5K -114 -4%
AWAP
2728
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$379K +$379K +2,981 New
CC
2729
Cadinha & Co
Hawaii
$378K -$772K -6,070 -67%
CCA
2730
Column Capital Advisors
Indiana
$378K -$299K -2,356 -44%
LRIA
2731
Leonard Rickey Investment Advisors
Washington
$377K -$4.82K -38 -1%
AWP
2732
Abacus Wealth Partners
California
$377K +$377K +2,964 New
PEA
2733
Pacific Edge Advisors
California
$375K – – –
CWM
2734
Cranbrook Wealth Management
Michigan
$375K +$13.9K +109 +4%
MAG
2735
Mayfair Advisory Group
Alabama
$374K +$8.78K +69 +2%
EWA
2736
Evolution Wealth Advisors
Florida
$373K -$124K -979 -25%
AIS
2737
American Investment Services
Massachusetts
$373K – – –
MA
2738
Mosaic Advisors
Texas
$373K +$373K +2,934 New
APC
2739
Aspire Private Capital
North Carolina
$372K +$1.14K +9 +0.3%
SIS
2740
Sound Income Strategies
Florida
$372K +$170K +1,339 +84%
NPPM
2741
North Point Portfolio Managers
Ohio
$369K +$38.1K +300 +12%
LGA
2742
Lebenthal Global Advisors
New York
$369K +$369K +2,905 New
TS
2743
Tamar Securities
California
$368K +$11.3K +89 +3%
RGC
2744
Roberts, Glore & Co
Illinois
$367K +$11.4K +90 +3%
DA
2745
Detalus Advisors
Missouri
$365K -$4.19K -33 -1%
AMCA
2746
Arthur M. Cohen & Associates
Illinois
$365K +$23.5K +185 +7%
VC
2747
Veery Capital
Delaware
$365K +$365K +2,874 New
FSG
2748
Financial Strategies Group
Michigan
$365K +$365K +2,876 New
PWS
2749
Paragon Wealth Strategies
Florida
$364K +$364K +2,868 New
OFA
2750
Oak Family Advisors
Illinois
$361K +$361K +2,840 New
108 109
110
111 112