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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 %
RC
1151
RBF Capital
California
$5.85M – – –
AWM
1152
Avitas Wealth Management
California
$5.85M +$108K +852 +2%
AW
1153
ACG Wealth
Georgia
$5.84M -$208K -1,640 -3%
BB
1154
Berkshire Bank
Massachusetts
$5.81M +$271K +2,131 +5%
KLCM
1155
KG&L Capital Management
Louisiana
$5.79M +$252K +1,981 +5%
SNT
1156
Security National Trust
West Virginia
$5.79M -$34.9K -275 -0.6%
HI
1157
Hoey Investments
Pennsylvania
$5.78M +$876K +6,894 +18%
CS
1158
Comerica Securities
Michigan
$5.77M -$1.02M -8,058 -15%
RIA
1159
RPG Investment Advisory
California
$5.76M +$139K +1,096 +2%
VWM
1160
Valley Wealth Managers
New Jersey
$5.75M -$84.2K -663 -1%
SA
1161
Strategic Advisors
New York
$5.73M -$655K -4,819 -10%
ECM
1162
EagleClaw Capital Management
Massachusetts
$5.73M -$199K -1,569 -3%
OCM
1163
One Capital Management
California
$5.72M +$401K +3,156 +8%
IIM
1164
Ipswich Investment Management
Massachusetts
$5.71M -$410K -3,225 -7%
LSPW
1165
Lake Street Private Wealth
Illinois
$5.7M -$100K -787 -2%
NAM
1166
NorthCoast Asset Management
Connecticut
$5.7M +$447K +3,517 +9%
UTC
1167
Unified Trust Company
Kentucky
$5.69M +$84.6K +613 +2%
EH
1168
Employers Holdings
Nevada
$5.69M – – –
FB
1169
Fulton Bank
Pennsylvania
$5.68M -$44.9K -353 -0.8%
ACP
1170
Aviance Capital Partners
Florida
$5.68M +$210K +1,651 +4%
AFA
1171
Abacus FCF Advisors
Florida
$5.67M +$1.6M +12,867 +39%
Koshinski Asset Management
1172
Koshinski Asset Management
Illinois
$5.67M -$98.1K -772 -2%
PA
1173
Parallel Advisors
California
$5.65M +$23.4K +184 +0.4%
SVWAG
1174
Sound View Wealth Advisors Group
Georgia
$5.64M -$8.77K -69 -0.2%
ACM
1175
Argyle Capital Management
Pennsylvania
$5.61M -$25.4K -200 -0.5%
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