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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 %
SCM
2826
Shapiro Capital Management
Georgia
$302K -$445K -3,500 -60%
PWC
2827
PYA Waltman Capital
Tennessee
$302K +$302K +2,373 New
NCMW
2828
Northern Capital Management (Washington)
Washington
$302K +$302K +2,376 New
SAM
2829
Sycomore Asset Management
France
$301K -$2.4M -18,894 -89%
WQ
2830
Wealth Quarterback
New Jersey
$301K -$276K -2,172 -48%
UWM
2831
Urban Wealth Management
California
$301K +$301K +2,370 New
MAM
2832
Marotta Asset Management
Virginia
$299K -$31.8K -250 -10%
SWRP
2833
Summit Wealth & Retirement Planning
California
$299K -$26.7K -210 -8%
MWM
2834
MinichMacGregor Wealth Management
New York
$299K +$380 +3 +0.1%
PCMK
2835
Paragon Capital Management (Kansas)
Kansas
$297K – – –
WAOI
2836
Wealth Advisors of Iowa
Iowa
$295K +$295K +2,319 New
CHA
2837
Cooper/Haims Advisors
New York
$294K +$294K +2,314 New
CFG
2838
Compton Financial Group
Maryland
$293K +$293K +2,098 New
HCL
2839
Heard Capital LLC
Illinois
$292K -$301K -2,370 -51%
WAM
2840
Wolverine Asset Management
Illinois
$291K +$77.5K +612 +36%
WWM
2841
WT Wealth Management
Arizona
$289K -$58.3K -460 -17%
JC
2842
Jacobs & Co
California
$289K -$1.9K -15 -0.7%
OPWM
2843
Oxinas Partners Wealth Management
Indiana
$288K +$288K +2,263 New
RIM
2844
Rockbridge Investment Management
New York
$287K -$213K -1,676 -43%
KFP
2845
Keystone Financial Planning
Ohio
$286K -$1.17M -9,211 -80%
RHJA
2846
Rice Hall James & Associates
California
$286K – – –
CFSG
2847
Community Financial Services Group
Vermont
$285K -$22.4K -176 -7%
BJ
2848
Brouwer & Janachowski
California
$285K – – –
IPW
2849
IronBridge Private Wealth
Texas
$285K +$285K +2,246 New
F
2850
F3Logic
Minnesota
$284K +$284K +2,217 New
112 113
114
115 116