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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
$4.79B
2
Sanders Capital
Sanders Capital
Florida
$1.55B
3
KBC Group
KBC Group
Belgium
$3.54B
4
Capital World Investors
Capital World Investors
California
$10.3B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.85B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$6.63B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$161M
3
Citadel Advisors
Citadel Advisors
Florida
$18.9M
4
Ameriprise
Ameriprise
Minnesota
$2.8B
5
Boston Partners
Boston Partners
Massachusetts
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
2951
Humankind Investments
New York
$218K +$218K +1,715 New
LFRG
2952
Lazard Frères Gestion
France
$218K +$218K +1,739 New
AA
2953
Advisory Alpha
Michigan
$217K +$17.5K +138 +9%
PHAM
2954
Palisades Hudson Asset Management
Florida
$217K +$217K +1,711 New
CIAS
2955
CFS Investment Advisory Services
New Jersey
$216K +$216K +1,697 New
AP
2956
Adero Partners
California
$213K -$51.3K -404 -19%
SFG
2957
Sovereign Financial Group
Connecticut
$213K +$213K +1,677 New
SCA
2958
St. Clair Advisors
Ohio
$212K +$212K +1,669 New
SWP
2959
Summit Wealth Partners
Florida
$211K +$211K +1,662 New
ACP
2960
Arcus Capital Partners
Georgia
$210K +$210K +1,649 New
HCM
2961
Horrell Capital Management
Arkansas
$209K – – –
BWM
2962
BCS Wealth Management
Tennessee
$209K +$209K +1,644 New
GB
2963
Goepper Burkhardt
South Carolina
$209K +$209K +1,648 New
RSVP
2964
Ramsay Stattman Vela & Price
Colorado
$206K -$353K -2,775 -63%
MGIA
2965
Matthew Goff Investment Advisor
Texas
$204K +$204K +1,602 New
HGWM
2966
Horst & Graben Wealth Management
Oregon
$203K -$94.3K -744 -32%
EP
2967
Elkhorn Partners
Nebraska
$203K -$83.7K -660 -29%
CC
2968
Colrain Capital
Massachusetts
$203K – – –
SSW
2969
Smith Shellnut Wilson
Mississippi
$202K -$285K -2,246 -59%
VBFP
2970
Valtinson Bruner Financial Planning
Minnesota
$201K +$201K +1,481 New
SCA
2971
Sage Capital Advisors
South Dakota
$200K +$200K +1,447 New
MAM
2972
Marquette Asset Management
Minnesota
$198K – – –
AFS
2973
Annapolis Financial Services
Maryland
$195K +$195K +1,537 New
CWM
2974
Curi Wealth Management
North Carolina
$194K +$194K +1,531 New
TIAM2
2975
Tru Independence Asset Management 2
Oregon
$190K +$190K +1,497 New
117 118
119
120 121