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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 %
SCA
1126
Snowden Capital Advisors
New York
$6.18M -$218K -1,712 -3%
BCCM
1127
Bridge Creek Capital Management
Massachusetts
$6.16M +$53.4K +420 +0.9%
MOS
1128
MGO One Seven
Ohio
$6.13M -$51.8K -408 -0.8%
JG
1129
Jefferies Group
New York
$6.12M +$2.39M +18,813 +64%
USAA
1130
United Services Automobile Association
Texas
$6.1M +$4.47M +33,944 +274%
6M
1131
6 Meridian
Kansas
$6.09M -$515K -4,056 -8%
RC
1132
Roundview Capital
New Jersey
$6.05M +$154K +1,208 +3%
CHAM
1133
Clear Harbor Asset Management
Connecticut
$6.03M +$300K +2,361 +5%
VPI
1134
Value Partners Investments
Manitoba, Canada
$6M -$219K -1,720 -4%
MA
1135
Mutual Advisors
Nebraska
$6M -$1.13M -8,910 -16%
BPA
1136
Beacon Pointe Advisors
California
$6M +$1.43M +11,237 +31%
HT
1137
HighTower Trust
Texas
$5.98M -$35.3K -278 -0.6%
MCP
1138
Martin Capital Partners
Oregon
$5.97M -$8.39K -66 -0.1%
GIA
1139
Granite Investment Advisors
New Hampshire
$5.95M -$78.9K -621 -1%
FFG
1140
Frisch Financial Group
New York
$5.94M -$25.7K -202 -0.4%
HC
1141
Hendley & Co
Ohio
$5.94M +$27.3K +215 +0.5%
SFA
1142
Source Financial Advisors
New York
$5.94M +$5.94M +46,727 New
BPM
1143
Bowling Portfolio Management
Ohio
$5.92M -$334K -2,630 -5%
LWCFA
1144
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.92M +$199K +1,564 +3%
CAM
1145
Columbia Asset Management
Michigan
$5.9M +$211K +1,659 +4%
TCBWMS
1146
Texas Capital Bank Wealth Management Services
Texas
$5.9M +$45.6K +359 +0.8%
APSI
1147
Asset Planning Services Inc
Louisiana
$5.87M -$9.53K -75 -0.2%
SFS
1148
Strategic Financial Services
New York
$5.85M -$612K -4,815 -9%
LA
1149
Lynch & Associates
Indiana
$5.85M +$50.1K +394 +0.9%
WSC
1150
Wellington Shields & Co
New York
$5.85M -$66.1K -520 -1%
44 45
46
47 48