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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 %
SL
2976
Savior LLC
Massachusetts
$188K -$21.9K -172 -10%
FEG
2977
Financial Enhancement Group
Indiana
$185K +$120K +939 +183%
DWMG
2978
DB Wealth Management Group
California
$185K +$185K +1,453 New
MSFP
2979
Mark Sheptoff Financial Planning
Connecticut
$183K +$127 +1 +0.1%
SFP
2980
Sterling Financial Planning
New Jersey
$182K +$182K +1,429 New
AIL
2981
AGF Investments LLC
Ontario, Canada
$181K -$114K -902 -39%
CTFG
2982
Capstone Triton Financial Group
Oklahoma
$179K +$179K +1,408 New
BC
2983
Barnett & Company
Tennessee
$178K -$19K -150 -10%
BFG
2984
Baron Financial Group
New Jersey
$178K – – –
CPA
2985
Cowen Prime Advisors
New York
$177K -$682K -5,374 -79%
LF
2986
Lee Financial
Texas
$176K -$10.9K -86 -6%
LS
2987
Leelyn Smith
Illinois
$165K -$34.8K -274 -17%
HIM
2988
Hillsdale Investment Management
Ontario, Canada
$165K – – –
TFA
2989
Toth Financial Advisory
Virginia
$158K +$127 +1 +0.1%
TCM
2990
TD Capital Management
Tennessee
$157K +$380 +3 +0.2%
MFM
2991
MD Financial Management
Ontario, Canada
$155K +$155K +1,222 New
JPLA
2992
Joseph P. Lucia & Associates
New York
$154K +$154K +1,214 New
DI
2993
Disciplined Investments
Oklahoma
$151K -$28.6K -225 -16%
KFS
2994
Kelly Financial Services
Massachusetts
$147K -$13K -102 -8%
HFM
2995
Harvest Fund Management
China
$144K – – –
HWM
2996
Holloway Wealth Management
Florida
$140K -$106K – –
PO
2997
Private Ocean
California
$139K -$30.2K -237 -18%
T
2998
TOBAM
France
$138K +$83.9K +660 +155%
BHWM
2999
Bay Harbor Wealth Management
Maryland
$137K -$22.6K -178 -14%
PCH
3000
PGIM Custom Harvest
New Jersey
$137K +$137K +1,009 New
118 119
120
121 122