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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 %
MMPW
1401
Mitchell McLeod Pugh & Williams
Alabama
$3.98M +$12.5K +98 +0.3%
SIM
1402
Seaview Investment Managers
Florida
$3.97M -$110K -867 -3%
CPC
1403
Congress Park Capital
New York
$3.96M -$128K -1,006 -3%
SCM
1404
Salem Capital Management
Massachusetts
$3.96M +$102K +800 +3%
OIA
1405
Optimum Investment Advisors
Illinois
$3.95M -$254 -2 -0%
WBC
1406
West Branch Capital
Massachusetts
$3.95M -$248K -1,950 -6%
CCI
1407
Credit Capital Investments
New Jersey
$3.95M +$69.3K +545 +2%
RDWM
1408
Red Door Wealth Management
Tennessee
$3.94M +$99.4K +782 +3%
GCM
1409
Gables Capital Management
Florida
$3.94M -$114K -900 -3%
YWP
1410
YorkBridge Wealth Partners
New York
$3.94M +$1.16M +9,125 +42%
AA
1411
Argent Advisors
Louisiana
$3.93M -$1.51M -11,904 -28%
LC
1412
Lincoln Capital
Nebraska
$3.93M -$34.8K -274 -0.9%
MPM
1413
Meritage Portfolio Management
Kansas
$3.92M +$229K +1,803 +6%
HPIA
1414
Hamilton Point Investment Advisors
North Carolina
$3.91M -$3.81K -30 -0.1%
AC
1415
Addison Capital
Pennsylvania
$3.89M -$55.1K -434 -1%
TPA
1416
Trivium Point Advisory
Connecticut
$3.89M +$136 +1 +0%
ODCM
1417
Old Dominion Capital Management
Virginia
$3.88M -$45.6K -359 -1%
MCM
1418
Mitchell Capital Management
Kansas
$3.88M +$260K +2,049 +7%
BFC
1419
Bedel Financial Consulting
Indiana
$3.86M -$207K -1,629 -5%
HIS
1420
Horizon Investment Services
Indiana
$3.84M -$29.2K -230 -0.8%
TPWA
1421
TRUE Private Wealth Advisors
Oregon
$3.84M -$135K -1,065 -3%
CIP
1422
Capital Insight Partners
Arizona
$3.82M +$10.5K +83 +0.3%
FPFS
1423
First Personal Financial Services
North Carolina
$3.82M +$456K +3,592 +14%
CT
1424
Chicago Trust
Illinois
$3.82M -$165K -1,300 -4%
SMH
1425
Sanders Morris Harris
Texas
$3.82M -$1.6M -12,249 -30%
55 56
57
58 59