JPM icon

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 %
CNC
1301
Citizens & Northern Corp
Pennsylvania
$4.58M +$40.9K +322 +0.9%
IWM
1302
IHT Wealth Management
Illinois
$4.58M +$663K +5,214 +17%
BO
1303
BRR OpCo
Ohio
$4.56M -$267K -2,102 -6%
TA
1304
TFG Advisers
Michigan
$4.56M -$345K -2,713 -7%
BP
1305
Ballentine Partners
Massachusetts
$4.54M -$396K -3,115 -8%
BP
1306
BBR Partners
New York
$4.53M +$13.3K +105 +0.3%
CPIG
1307
Chicago Partners Investment Group
Illinois
$4.53M +$136K +1,018 +3%
DPIM
1308
Duff & Phelps Investment Management
Illinois
$4.52M -$140K -1,100 -3%
APP
1309
Avantax Planning Partners
Iowa
$4.52M -$473K -3,721 -9%
WC
1310
Weil Company
California
$4.52M +$31.3K +246 +0.7%
AAF
1311
Andra AP-fonden
Sweden
$4.5M -$889K -7,000 -17%
SFA
1312
Souders Financial Advisors
Ohio
$4.47M +$15.6K +123 +0.4%
KPW
1313
Kore Private Wealth
New York
$4.46M +$201K +1,584 +5%
EGA
1314
E&G Advisors
Texas
$4.46M -$44.5K -350 -1%
GAG
1315
GM Advisory Group
New York
$4.45M -$177K -1,392 -4%
6CM
1316
683 Capital Management
New York
$4.45M – – –
IMPI
1317
Ilmarinen Mutual Pension Insurance
Finland
$4.45M +$4.45M +35,000 New
MHS
1318
M Holdings Securities
Oregon
$4.42M +$97.1K +764 +2%
SBSB
1319
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.41M +$25.3K +199 +0.6%
GCM
1320
Gibraltar Capital Management
Oklahoma
$4.4M -$333K -2,623 -7%
MPIA
1321
Mountain Pacific Investment Advisers
Idaho
$4.39M +$89.2K +702 +2%
SFI
1322
SPC Financial Inc
Maryland
$4.38M -$111K -871 -2%
AWMT
1323
AAFMAA Wealth Management & Trust
North Carolina
$4.38M +$4.38M +34,462 New
NEIRG
1324
New England Investment & Retirement Group
Massachusetts
$4.38M +$351K +2,765 +9%
VWA
1325
V Wealth Advisors
Kansas
$4.37M +$2.73M +21,462 +166%
51 52
53
54 55