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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 %
WP
1051
WealthPLAN Partners
Nebraska
$7.07M -$2.07M -14,979 -23%
SSG
1052
Summit Securities Group
New York
$7.07M +$394K +3,100 +6%
SCM
1053
Shelton Capital Management
Colorado
$7.06M -$8.79M -69,139 -55%
PRA
1054
Pine Ridge Advisers
New York
$7.05M +$7.05M +55,500 New
SAM
1055
Sompo Asset Management
Japan
$7.04M +$1.09M +8,610 +18%
SC
1056
Stolper & Co
Oklahoma
$7.03M -$174K -1,369 -2%
LBD
1057
Landsberg Bennett & Dubbaneh
Florida
$6.99M -$97.6K -768 -1%
CCM
1058
Coldstream Capital Management
Washington
$6.95M +$1.18M +9,267 +20%
RCM
1059
Radnor Capital Management
Pennsylvania
$6.93M +$146K +1,150 +2%
HEIP
1060
Hudson Edge Investment Partners
New Jersey
$6.9M – – –
XWM
1061
Xcel Wealth Management
Florida
$6.89M -$112K -884 -2%
BCA
1062
Bray Capital Advisors
Florida
$6.87M +$334K +2,628 +5%
CAC
1063
Core Alternative Capital
Georgia
$6.85M -$282K -2,219 -4%
AIA
1064
Allied Investment Advisors
Montana
$6.83M +$111K +870 +2%
AT
1065
Arden Trust
Delaware
$6.82M -$877K -6,898 -11%
PGAM
1066
Princeton Global Asset Management
New Jersey
$6.82M +$55.9K +440 +0.8%
NPT
1067
Nixon Peabody Trust
Massachusetts
$6.81M +$20.7K +163 +0.3%
FWM
1068
Frontier Wealth Management
Missouri
$6.81M -$763K -6,006 -10%
SFO
1069
Stokes Family Office
Louisiana
$6.8M +$173K +1,362 +3%
PWM
1070
Perigon Wealth Management
California
$6.75M +$201K +1,581 +3%
GJIC
1071
Gamble Jones Investment Counsel
California
$6.75M +$306K +2,405 +5%
DSC
1072
Duncker Streett & Co
Missouri
$6.74M +$299K +2,357 +5%
RFM
1073
Royal Fund Management
Florida
$6.73M +$445K +3,502 +7%
WIM
1074
Wittenberg Investment Management
Massachusetts
$6.71M -$17.9K -141 -0.3%
NCM
1075
Nelson Capital Management
California
$6.7M -$1.82M -14,325 -21%
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