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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 %
FG
2801
Foster Group
Iowa
$328K +$328K +2,617 New
B
2802
Bridgeworth
Alabama
$327K -$111K -875 -25%
WA
2803
Wealth Advisors
California
$327K -$40.5K -319 -11%
TFGT
2804
TS Financial Group (TSFG)
Illinois
$323K +$761 +6 +0.2%
WFA
2805
Websterrogers Financial Advisors
South Carolina
$323K +$323K +2,339 New
SAM
2806
Sequent Asset Management
Texas
$320K -$799K -6,289 -71%
DBRC
2807
D.B. Root & Company
Pennsylvania
$320K +$51.8K +408 +19%
AFA
2808
Atlanta Financial Associates
Georgia
$319K – – –
SVCP
2809
Silicon Valley Capital Partners
California
$319K +$2.79K +22 +0.9%
EMFAT
2810
Emerald Mutual Fund Advisers Trust
Pennsylvania
$319K +$122K +962 +62%
BAMG
2811
Brand Asset Management Group
Missouri
$316K -$76.8K -605 -20%
IP
2812
Isthmus Partners
Wisconsin
$316K – – –
HCP
2813
Holt Capital Partners
Texas
$316K +$8.89K +70 +3%
JGIA
2814
Jackson Grant Investment Advisers
Connecticut
$315K +$13.3K +105 +4%
AWM
2815
Act Wealth Management
Texas
$315K +$315K +2,476 New
VCP
2816
Vista Capital Partners
Oregon
$312K -$26.2K -206 -8%
LIM
2817
Lathrop Investment Management
Arkansas
$311K -$1.65K -13 -0.5%
LA
2818
Legacy Advisors
Pennsylvania
$308K -$19.1K -150 -6%
GAMC
2819
Garner Asset Management Corp
Texas
$307K -$4.19K -33 -1%
AL
2820
Arnhold LLC
New York
$306K – – –
RWA
2821
Redhawk Wealth Advisors
Minnesota
$305K -$1.78K -14 -0.6%
AIA
2822
AIMZ Investment Advisors
California
$305K – – –
MFGM
2823
Marshall Financial Group (Maryland)
Maryland
$305K +$305K +2,398 New
CCIA
2824
Campbell & Co Investment Adviser
Maryland
$305K +$305K +2,400 New
SAM
2825
SP Asset Management
California
$304K +$11.9K +86 +4%
111 112
113
114 115