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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 %
KC
2901
Knuff & Co
California
$251K +$14K +110 +6%
PSC
2902
Prentiss Smith & Co
Vermont
$251K +$251K +1,973 New
OWA
2903
Opal Wealth Advisors
New York
$250K +$250K +1,965 New
ST
2904
Sageworth Trust
Pennsylvania
$249K +$138K +1,084 +123%
VBFG
2905
Vishria Bird Financial Group
Tennessee
$248K +$248K +1,952 New
CCA
2906
Cadent Capital Advisors
Oklahoma
$248K +$248K +1,953 New
Loomis, Sayles & Company
2907
Loomis, Sayles & Company
Massachusetts
$247K +$184K +1,453 +295%
HFA
2908
Hoover Financial Advisors
Pennsylvania
$247K +$247K +1,751 New
NA
2909
Navellier & Associates
Nevada
$247K +$247K +1,940 New
EWA
2910
ERTS Wealth Advisors
Michigan
$246K +$246K +1,935 New
BFS
2911
Bickling Financial Services
Massachusetts
$246K +$246K +1,936 New
LC
2912
Landaas & Company
Wisconsin
$245K -$368K -2,894 -60%
NEPPG
2913
New England Professional Planning Group
Rhode Island
$245K -$8.78K -69 -3%
TCM
2914
Tanaka Capital Management
New York
$245K – – –
RFP
2915
Roth Financial Partners
Texas
$245K +$245K +1,929 New
ECAM
2916
East Coast Asset Management
Massachusetts
$244K +$244K +1,924 New
LD
2917
Lipe & Dalton
New York
$243K – – –
FWP
2918
Firethorn Wealth Partners
Georgia
$242K +$242K +1,903 New
TC
2919
Tacita Capital
Ontario, Canada
$241K +$241K +1,895 New
DFA
2920
DHJJ Financial Advisors
Illinois
$241K +$241K +1,897 New
SC
2921
Shay Capital
New York
$241K +$241K +1,900 New
CA
2922
Capital Advantage
California
$239K +$239K +1,905 New
EFL
2923
ERn Financial LLC
Wisconsin
$238K +$238K +1,871 New
DC
2924
Derby & Company
Massachusetts
$238K +$238K +1,873 New
OWA
2925
One Wealth Advisors
California
$238K +$238K +1,877 New
115 116
117
118 119