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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 %
CA
3001
Centerpoint Advisors
Massachusetts
$136K – – –
LGWM
3002
Litman Gregory Wealth Management
California
$135K -$10.3K -81 -7%
TA
3003
Tectonic Advisors
Texas
$134K +$134K +1,061 New
RFWA
3004
RPg Family Wealth Advisory
Massachusetts
$133K -$31.8K -250 -19%
SFPG
3005
Stonebridge Financial Planning Group
Florida
$133K – – –
LAM
3006
Lountzis Asset Management
Pennsylvania
$133K – – –
BBHBI
3007
B, B, H, & B Inc
Alabama
$133K +$133K +1,052 New
TF
3008
TimeScale Financial
Massachusetts
$131K -$7.77K -61 -6%
DOA
3009
D'Orazio & Associates
Virginia
$131K +$6.97K +55 +6%
PS
3010
Planned Solutions
California
$131K +$22.7K +178 +21%
NOI
3011
Newton One Investments
Delaware
$129K +$129K +1,019 New
MGIM
3012
M&G Investment Management
United Kingdom
$127K -$60.2K -473,994 -32%
FFW
3013
Fusion Family Wealth
New York
$127K – – –
PP
3014
PrairieView Partners
Minnesota
$127K – – –
CCM
3015
Cutler Capital Management
Massachusetts
$127K +$127K +1,000 New
SIAG
3016
Safeguard Investment Advisory Group
California
$126K +$126K +993 New
LAS
3017
Lloyd Advisory Services
Georgia
$124K +$4.82K +38 +4%
IWP
3018
IAG Wealth Partners
Wisconsin
$122K – – –
CFN
3019
Cordasco Financial Network
Florida
$122K +$12.7K +100 +12%
CCM
3020
Cribstone Capital Management
Maine
$120K – – –
MS
3021
Mizuho Securities
Japan
$118K +$118K +931 New
OAJ
3022
Ogorek Anthony Joseph
New York
$116K – – –
DTIM
3023
Danda Trouve Investment Management
Kansas
$111K +$67K +527 +152%
HFA
3024
HC Financial Advisors
California
$110K -$58.8K -464 -35%
SFG
3025
Sowa Financial Group
Rhode Island
$102K – – –
119 120
121
122 123