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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 %
BDFN
2851
Bond & Devick Financial Network
Minnesota
$284K +$284K +2,235 New
DAM
2852
Deltec Asset Management
New York
$283K -$254K -2,000 -47%
ICM
2853
Islay Capital Management
Texas
$283K – – –
PFA
2854
Pinnacle Family Advisors
Missouri
$283K +$283K +2,227 New
CCA
2855
Clearwater Capital Advisors
Illinois
$282K -$63K -496 -18%
PCMC
2856
Private Capital Management (Colorado)
Colorado
$282K +$282K +2,223 New
IIA
2857
ICW Investment Advisors
Arizona
$280K +$126 +1 +0%
OBWP
2858
O'Brien Wealth Partners
Massachusetts
$280K +$280K +2,058 New
FAN
2859
Financial Advisors Network
California
$278K +$3.43K +27 +1%
WFG
2860
Wills Financial Group
Virginia
$278K +$278K +2,195 New
CWM
2861
Cahaba Wealth Management
Georgia
$277K +$277K +2,072 New
CICI
2862
Capital Investment Counsel Inc
North Carolina
$276K -$77.5K -610 -22%
NERM
2863
New England Research & Management
Illinois
$276K -$57.2K -450 -17%
SFC
2864
SYM Financial Corp
Indiana
$276K -$2.54K -20 -0.9%
DPI
2865
Diversified Portfolios Inc
Michigan
$274K -$69.8K -550 -20%
SNBOSCI
2866
Security National Bank of Sioux City Iowa
Iowa
$274K – – –
GCP
2867
GSA Capital Partners
United Kingdom
$273K -$1.04M -8,206 -79%
RHFI
2868
Reilly Herbert Faulkner III
$273K – – –
MF
2869
Manchester Financial
California
$273K +$16.3K +128 +6%
HWA
2870
Hilltop Wealth Advisors
North Carolina
$271K – – –
FWM
2871
FSA Wealth Management
Massachusetts
$270K +$270K +2,128 New
HGWM
2872
Harvest Group Wealth Management
Massachusetts
$269K +$14K +110 +5%
WFA
2873
Wellspring Financial Advisors
Ohio
$268K -$37.7K -298 -12%
AMG
2874
Asset Management Group
Connecticut
$268K -$2.03K -16 -0.8%
LDFR
2875
Lehman & Derafelo Financial Resources
Pennsylvania
$265K – – –
113 114
115
116 117