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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 %
SWMG
2926
Strategic Wealth Management Group
Maryland
$236K +$236K +1,859 New
WCWM
2927
Willow Creek Wealth Management
California
$235K +$235K +1,853 New
TWP
2928
Tower Wealth Partners
Pennsylvania
$234K +$234K +1,844 New
JFG
2929
JMG Financial Group
Illinois
$233K +$233K +1,835 New
SBWIC
2930
Schaper Benz & Wise Investment Counsel
Wisconsin
$230K +$230K +1,809 New
SLF
2931
Sun Life Financial
Ontario, Canada
$229K -$2.79K -22 -1%
HA
2932
Harborview Advisors
Maine
$229K +$229K +1,804 New
TCM
2933
Tradewinds Capital Management
Washington
$228K – – –
SWP
2934
ShoreHaven Wealth Partners
New Jersey
$228K +$228K +1,796 New
HIM
2935
Hanlon Investment Management
New Jersey
$227K +$227K +1,787 New
BSSFA
2936
Baron Silver Stevens Financial Advisors
Florida
$227K +$227K +1,790 New
FDS
2937
Freedom Day Solutions
Texas
$226K -$266K -2,086 -54%
CYG
2938
Clean Yield Group
Vermont
$225K +$8.02K +63 +4%
NWA
2939
New World Advisors
Massachusetts
$225K +$24K +250 +12%
ACM
2940
AlphaStar Capital Management
North Carolina
$224K +$224K +1,596 New
CWA
2941
Clarus Wealth Advisors
Arizona
$224K +$224K +1,621 New
SAF
2942
Smith Anglin Financial
Texas
$224K +$224K +1,761 New
WCM
2943
Wallace Capital Management
Texas
$223K +$223K +1,754 New
PA
2944
Parkside Advisors
California
$223K +$223K +1,756 New
PC
2945
Prairiewood Capital
North Dakota
$222K +$222K +1,748 New
ICM
2946
Intrepid Capital Management
Florida
$221K +$221K +1,736 New
TWM
2947
TMD Wealth Management
Arizona
$221K +$221K +1,741 New
PCTC
2948
Perkins Coie Trust Company
Washington
$219K -$31.3K -246 -13%
LFS
2949
Legacy Financial Strategies
Kansas
$219K +$219K +1,720 New
AF
2950
Apexium Financial
Texas
$218K +$218K +1,714 New
116 117
118
119 120