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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 %
FAG
2876
Financial Advisory Group
Texas
$265K +$265K +2,085 New
SIGI
2877
Susquehanna International Group (Ireland)
Ireland
$265K +$265K +2,087 New
AWM
2878
Adams Wealth Management
Utah
$264K – – –
AA
2879
AlphaMark Advisors
Kentucky
$263K -$47.6K -375 -15%
MA
2880
Mezzasalma Advisors
New Jersey
$263K +$263K +2,068 New
SAM
2881
Shikiar Asset Management
New York
$263K +$263K +2,070 New
CMO
2882
Covenant Multifamily Offices
Texas
$263K +$263K +2,073 New
NC
2883
NovaPoint Capital
Georgia
$262K -$102K -803 -28%
OA
2884
Oxbow Advisors
Texas
$261K -$131K -1,030 -33%
AWM
2885
Atticus Wealth Management
Florida
$261K +$26.6K +210 +11%
VFM
2886
Vivid Financial Management
California
$261K +$261K +2,056 New
MWP
2887
Meridian Wealth Partners
Pennsylvania
$260K +$5.71K +45 +2%
KBFS
2888
Kohmann Bosshard Financial Services
Ohio
$260K +$260K +2,043 New
WCFA
2889
Walkner Condon Financial Advisors
Wisconsin
$258K +$258K +2,027 New
EF
2890
Exeter Financial
Arizona
$258K +$258K +2,028 New
CHP
2891
Cable Hill Partners
Oregon
$258K +$258K +2,031 New
I2I
2892
Insight 2811 Inc
Illinois
$256K -$24K -189 -9%
TCCM
2893
Timber Creek Capital Management
Massachusetts
$256K – – –
BMCM
2894
Bryn Mawr Capital Management
Pennsylvania
$256K +$256K +2,015 New
SEEDPG
2895
S.E.E.D. Planning Group
New York
$255K +$255K +2,004 New
22CM
2896
20/20 Capital Management
California
$254K +$254K +1,897 New
CCM
2897
Chickasaw Capital Management
Tennessee
$254K +$254K +2,000 New
CM
2898
Cohanzick Management
New York
$254K +$254K +2,000 New
TI
2899
Telemetry Investments
New York
$254K +$254K +2,000 New
SDWMA
2900
Schneider Downs Wealth Management Advisors
Pennsylvania
$251K -$243K -1,911 -49%
114 115
116
117 118