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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 %
EIP
3026
Ellis Investment Partners
Pennsylvania
$98K +$761 +6 +0.8%
HS
3027
Horan Securities
United States
$95K +$24.4K +192 +35%
WFA
3028
West Financial Advisors
Iowa
$95K +$95K +750 New
ELI
3029
Empire Life Investments
Ontario, Canada
$90K -$6.5K -51 -7%
AGA
3030
Accuvest Global Advisors
Utah
$87K -$323K -2,536 -79%
FWM
3031
ForthRight Wealth Management
Georgia
$86K +$86K +675 New
GWM
3032
Greenhouse Wealth Management
Connecticut
$86K +$86K +675 New
MC
3033
Maverick Capital
Texas
$84K -$103K -808 -55%
FPW
3034
Flagship Private Wealth
Massachusetts
$81.5K +$81.5K +637 New
HL
3035
Harding Loevner
New Jersey
$81K – – –
LFG
3036
Larson Financial Group
Missouri
$76K +$7.15K +56 +10%
TLFA
3037
True Link Financial Advisors
California
$74K +$74K +586 New
JWM
3038
Janiczek Wealth Management
Colorado
$73K +$4.06K +32 +6%
ADIM
3039
Alpha DNA Investment Management
Maryland
$72K +$72K +573 New
EC
3040
Estate Counselors
Wisconsin
$71K -$575K -4,495 -89%
EAM
3041
Eukles Asset Management
Ohio
$70K +$2.53K +20 +4%
GM
3042
GeoWealth Management
Illinois
$69K +$69K +537 New
MAM
3043
McCarthy Asset Management
California
$65K +$65K +510 New
IA
3044
IFS Advisors
Kansas
$65K +$65K +518 New
TAM
3045
Tucker Asset Management
Colorado
$64K +$64K +504 New
WIM
3046
Westside Investment Management
California
$64K – – –
VCG
3047
Vantage Consulting Group
Virginia
$63K +$63K +498 New
AP
3048
Arlington Partners
Alabama
$61K +$10.8K +85 +22%
MIM
3049
Meridiem Investment Management
United Kingdom
$61K +$61K +482 New
SCA
3050
Stuart Chaussee & Associates
California
$59K – – –
120 121
122
123 124