JPM icon

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 %
HWM
2751
Howard Wealth Management
Connecticut
$359K -$27.7K -218 -7%
HWA
2752
Heartwood Wealth Advisors
Virginia
$359K – – –
AW
2753
Avion Wealth
Texas
$359K +$1.02K +8 +0.3%
FA
2754
Fortis Advisors
Pennsylvania
$359K +$11.4K +90 +3%
TA
2755
TrueWealth Advisors
Alabama
$359K +$359K +2,599 New
DCM
2756
Dimension Capital Management
Florida
$358K -$157K -1,235 -30%
CFA
2757
Cahill Financial Advisors
Minnesota
$358K +$358K +2,813 New
CF
2758
Corrigan Financial
Rhode Island
$356K +$254 +2 +0.1%
SG
2759
Strid Group
Pennsylvania
$356K -$22.1K -174 -6%
IWA
2760
IVC Wealth Advisors
Pennsylvania
$356K +$356K +2,804 New
CIM
2761
Confluence Investment Management
Missouri
$355K -$12.7K -100 -3%
SFG
2762
SageGuard Financial Group
Tennessee
$354K +$354K +2,781 New
LWA
2763
Lenox Wealth Advisors
New York
$353K +$92K +723 +35%
CWA
2764
Capital Wealth Alliance
Arizona
$352K -$14.3K -107 -4%
RC
2765
Rovin Capital
Arizona
$352K -$5.72K -45 -2%
GAM
2766
Gould Asset Management
California
$351K – – –
TA
2767
Trellis Advisors
Washington
$350K +$14.1K +111 +4%
SLWS
2768
Swaine & Leidel Wealth Services
Florida
$350K +$14.6K +115 +4%
FTUS
2769
Flow Traders U.S.
New York
$350K +$350K +2,752 New
VFP
2770
Verus Financial Partners
Virginia
$349K -$2.39M -18,763 -87%
MMHP
2771
Murphy Middleton Hinkle & Parker
Georgia
$348K -$6.35K -50 -2%
CCA
2772
Conestoga Capital Advisors
Pennsylvania
$348K – – –
1W
2773
1776 Wealth
Georgia
$348K +$254 +2 +0.1%
GGI
2774
Godsey & Gibb Inc
Virginia
$347K +$347K +2,731 New
TFA
2775
Teamwork Financial Advisors
Texas
$346K -$48.8K -384 -12%
109 110
111
112 113