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 %
RC
2776
Reik & Co
New York
$346K – – –
MGWM
2777
Marks Group Wealth Management
Minnesota
$345K – – –
BA
2778
BCM Advisors
Louisiana
$344K – – –
CAG
2779
Curtis Advisory Group
California
$343K – – –
RVPG
2780
Relative Value Partners Group
$342K +$35.4K +279 +12%
DI
2781
Diligent Investors
California
$341K +$8.39K +66 +3%
Assenagon Asset Management
2782
Assenagon Asset Management
Luxembourg
$341K +$341K +2,687 New
PFA
2783
Pure Financial Advisors
California
$340K +$49.2K +387 +17%
WCG
2784
Weaver Consulting Group
California
$339K +$2.54K +20 +0.8%
MLFP
2785
MPS Loria Financial Planners
Illinois
$337K +$80.9K +642 +32%
DJYG
2786
David J. Yvars Group
Florida
$337K +$337K +2,652 New
BA
2787
Bridge Advisory
California
$336K +$336K +2,645 New
EWA
2788
Encompass Wealth Advisors
Oregon
$336K +$336K +2,646 New
DSAM
2789
Dock Street Asset Management
Florida
$335K -$38.1K -300 -10%
CFO
2790
CVA Family Office
Colorado
$335K -$6.73K -53 -2%
AIG
2791
American International Group
New York
$335K -$32.1K -252,247 -9%
TI
2792
Truepoint Inc
Ohio
$334K +$334K +2,632 New
VCWA
2793
Vanguard Capital Wealth Advisors
Colorado
$334K +$334K +2,665 New
PWM
2794
Praetorian Wealth Management
California
$333K -$12.2K -96 -4%
WI
2795
Wedgewood Investors
Pennsylvania
$332K +$34.9K +275 +12%
ZCA
2796
Zeke Capital Advisors
Pennsylvania
$331K +$2.29K +18 +0.7%
HKAM
2797
Horizon Kinetics Asset Management
New York
$330K -$560K -4,408 -63%
UFA
2798
US Financial Advisors
Massachusetts
$330K +$330K +2,598 New
AWM
2799
Altus Wealth Management
Kentucky
$329K -$33.1K -261 -9%
KCA
2800
Karn Couzens & Associates
Connecticut
$329K +$329K +2,586 New
110 111
112
113 114