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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 %
APW
3051
Acima Private Wealth
Virginia
$58K – – –
FA
3052
Financial Avengers
California
$58K +$58K +454 New
MFA
3053
McClarren Financial Advisors
Pennsylvania
$58K +$58K +460 New
APWA
3054
Atlas Private Wealth Advisors
New Jersey
$54K +$14.6K +116 +37%
SWA
3055
Safir Wealth Advisors
New Hampshire
$51K +$51K +400 New
SSWG
3056
Seven Springs Wealth Group
Tennessee
$50K +$4.23K +33 +9%
HI
3057
Human Investing
Oregon
$49K – – –
TCWA
3058
Ten Capital Wealth Advisors
Washington
$49K +$49K +386 New
VIMU
3059
Veritas Investment Management (UK)
United Kingdom
$48K – – –
MGI
3060
MayTech Global Investments
New York
$48K – – –
VFIC
3061
Valley Forge Investment Consultants
Pennsylvania
$48K +$48K +374 New
CDIA
3062
Capital Directions Investment Advisors
Georgia
$46K – – –
TWP
3063
TFO Wealth Partners
Ohio
$45K +$23.3K +185 +108%
CMA
3064
Cedar Mountain Advisors
Oregon
$44K – – –
RBC
3065
Roble Belko & Company
Pennsylvania
$42K – – –
TI
3066
tru Independence
Oregon
$38.5K -$127 -176 -0.3%
RWG
3067
Regal Wealth Group
California
$34K -$1.14K -9 -3%
RC
3068
Ronit Capital
United Kingdom
$32K +$32K +250 New
T2I
3069
Turim 21 Investimentos
Brazil
$30K -$740K -5,769 -96%
MWC
3070
MBM Wealth Consultants
Missouri
$30K -$1.25K -10 -4%
RG
3071
Retirement Group
California
$29K -$5.04K -40 -15%
HWM
3072
HighMark Wealth Management
Minnesota
$27K -$2.13K -17 -7%
IA
3073
Inspire Advisors
Idaho
$27K +$27K +212 New
CPWM
3074
Cypress Point Wealth Management
Texas
$25K +$25K +200 New
TJHA
3075
Thomas J. Herzfeld Advisors
Florida
$24K – – –
121 122
123
124 125