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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
+$1.79B
2
Sanders Capital
Sanders Capital
Florida
+$1.22B
3
KBC Group
KBC Group
Belgium
+$1.05B
4
Capital World Investors
Capital World Investors
California
+$770M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$713M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$789M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$683M
3
Citadel Advisors
Citadel Advisors
Florida
-$415M
4
Ameriprise
Ameriprise
Minnesota
-$334M
5
Boston Partners
Boston Partners
Massachusetts
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
876
Venture Visionary Partners
Ohio
$10.1M +$6.85M +53,949 +212%
CA
877
CapWealth Advisors
Tennessee
$10.1M +$249K +1,962 +3%
FI
878
FormulaFolio Investments
Michigan
$10.1M +$5.78M +45,484 +135%
SFI
879
Siemens Fonds Invest
Germany
$10.1M +$10.1M +80,221 New
ASN
880
Advisory Services Network
Georgia
$10.1M -$898K -7,067 -8%
HAI
881
Hennessy Advisors Inc
California
$10.1M +$1.63M +12,800 +19%
CCG
882
Cypress Capital Group
Florida
$10M +$342K +2,688 +4%
EVM
883
Evelyn V. Moreno
$10M -$205K -1,610 -2%
PPSG
884
Princeton Portfolio Strategies Group
New Jersey
$10M +$1.45M +11,385 +17%
GP
885
Girard Partners
Pennsylvania
$9.98M -$291K -2,291 -3%
CCM
886
Compton Capital Management
Rhode Island
$9.94M -$48.5K -382 -0.5%
JWBC
887
J.W. Burns & Co
New York
$9.93M +$181K +1,425 +2%
E
888
Ergoteles
New York
$9.92M +$9.92M +78,029 New
BII
889
Bainco International Investors
Massachusetts
$9.85M +$337K +2,653 +4%
Two Sigma Investments
890
Two Sigma Investments
New York
$9.85M -$42.2M -332,465 -81%
SFA
891
Sequoia Financial Advisors
Ohio
$9.78M +$292K +2,301 +3%
PFS
892
Prospera Financial Services
Texas
$9.77M +$7.29M +57,312 +294%
Carson Wealth (CWM LLC)
893
Carson Wealth (CWM LLC)
Nebraska
$9.7M – – –
RC
894
RegentAtlantic Capital
New Jersey
$9.7M +$2.06M +16,192 +27%
FBC
895
Fairfield, Bush & Co
Connecticut
$9.69M -$330K -2,447 -3%
AAS
896
Avantax Advisory Services
Texas
$9.63M -$10.2M -80,523 -52%
AAM
897
AR Asset Management
California
$9.62M – – –
BCMO
898
Buckingham Capital Management (Ohio)
Ohio
$9.62M +$43.5K +342 +0.5%
CAM
899
Cypress Asset Management
Texas
$9.61M -$80.7K -635 -0.8%
PI
900
Pettee Investors
Connecticut
$9.6M -$2.16K -17 -0%
34 35
36
37 38