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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 %
IHWM
3076
Iron Horse Wealth Management
Iowa
$24K +$24K +190 New
AWMS
3077
Advocacy Wealth Management Services
Georgia
$22K – – –
CPFP
3078
Clear Perspectives Financial Planning
Ohio
$22K +$22K +175 New
NCM
3079
New Capital Management
Texas
$20K – – –
MFT
3080
Moisand Fitzgerald Tamayo
Florida
$20K +$1K +8 +5%
KC
3081
Kinloch Capital
Virginia
$20K +$20K +159 New
HFS
3082
HBC Financial Services
Washington
$19K -$3.88K -30 -17%
TVWM
3083
Tower View Wealth Management
Wisconsin
$17K – – –
LWP
3084
Laurel Wealth Planning
Minnesota
$16K +$16K +127 New
CAM
3085
ClariVest Asset Management
California
$15K +$2.54K +20 +20%
ARIS
3086
Advanced Research Investment Solutions
California
$14K +$4.45K +34 +47%
ITFISA
3087
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$13.6K +$13.6K +107 New
RCC
3088
Red Cedar Capital
Nebraska
$13K – – –
FA
3089
Financial Advantage
Maryland
$12K – – –
JMF
3090
Johnson Midwest Financial
Iowa
$12K +$12K +91 New
CWM
3091
Cedar Wealth Management
California
$11K – – –
BA
3092
Bellwether Advisors
Nebraska
$11K +$11K +94 New
RIM
3093
Ranger Investment Management
Texas
$10K -$897 -7 -8%
CAM
3094
CenterStar Asset Management
Illinois
$9K -$1.22M – –
HF
3095
Halpern Financial
Virginia
$8.39K – – –
FGAM
3096
Financial Gravity Asset Management
Texas
$7K +$7K +55 New
BC
3097
Belmont Capital
California
$6K – – –
YAL
3098
Your Advocates Ltd
Texas
$6K – – –
HCA
3099
Harbour Capital Advisors
Virginia
$6K +$195 +1,443 +3%
CBTWT
3100
Community Bank & Trust (Waco, Texas)
Texas
$5.28K +$517 +4,068 +11%
122 123
124
125 126