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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 %
BFO
976
Boston Family Office
Massachusetts
$8.14M -$226K -1,781 -3%
LPT
977
Legacy Private Trust
Wisconsin
$8.13M -$674K -5,307 -8%
GIA
978
GHP Investment Advisors
Colorado
$8.1M +$128K +1,007 +2%
CAMG
979
CWA Asset Management Group
Florida
$8.1M +$6.69M +52,655 +474%
HBT
980
Hills Bank & Trust
Iowa
$8.06M -$107K -844 -1%
PWW
981
Pettyjohn Wood & White
Virginia
$8.02M +$236K +1,855 +3%
KA
982
KLCM Advisors
Wisconsin
$7.99M -$138K -1,088 -2%
SLI
983
Sumitomo Life Insurance
Japan
$7.97M -$682K -5,364 -8%
HFM
984
Hartford Financial Management
Connecticut
$7.97M -$61.2K -482 -0.8%
SCP
985
Stamos Capital Partners
California
$7.97M -$1.56M -12,300 -16%
TWMP
986
Taylor Wealth Management Partners
Massachusetts
$7.95M +$43.2K +340 +0.5%
GFG
987
Greystone Financial Group
Michigan
$7.95M +$7.95M +56,698 New
VCA
988
Verdence Capital Advisors
Maryland
$7.94M +$154K +1,212 +2%
SEIA
989
Signature Estate & Investment Advisors
California
$7.94M +$69.4K +546 +0.9%
RFMS
990
RWQ Financial Management Services
Florida
$7.91M +$7.91M +62,275 New
CNB
991
Camden National Bank
Maine
$7.9M -$288K -2,266 -4%
BSW
992
Buckingham Strategic Wealth
Missouri
$7.88M -$1.32M -10,405 -14%
BOH
993
Bank of Hawaii
Hawaii
$7.87M -$146K -1,147 -2%
SIC
994
Sigma Investment Counselors
Michigan
$7.86M +$3.57M +28,055 +83%
BAM
995
Boyar Asset Management
New York
$7.83M -$476K -3,742 -6%
WKWM
996
Walter & Keenan Wealth Management
Indiana
$7.79M -$85.4K -672 -1%
DAS
997
Dynamic Advisor Solutions
Arizona
$7.79M +$480K +3,781 +7%
SWM
998
Segment Wealth Management
Texas
$7.75M -$215K -1,693 -3%
MPIM
999
McGinn Penninger Investment Management
Virginia
$7.75M +$7.75M +60,969 New
BIM
1000
Bridgecreek Investment Management
Oklahoma
$7.74M +$772K +6,075 +11%
38 39
40
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