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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 %
IBOK
1451
Independence Bank of Kentucky
Kentucky
$3.71M -$71K -559 -2%
LJAC
1452
L.J. Altfest & Co
New York
$3.69M -$3.45M -27,149 -48%
SMI
1453
Shelter Mutual Insurance
Missouri
$3.69M +$3.69M +29,000 New
PHK
1454
Point72 Hong Kong
Hong Kong
$3.68M +$3.68M +28,977 New
FC
1455
Fusion Capital
South Carolina
$3.67M +$260K +2,050 +8%
SSWM
1456
Sheets Smith Wealth Management
North Carolina
$3.67M +$223K +1,754 +6%
JAG
1457
Journey Advisory Group
Kentucky
$3.66M +$3.66M +28,795 New
BCFS
1458
Butensky & Cohen Financial Security
Florida
$3.66M -$80.6K -634 -2%
CAAS
1459
Capital Asset Advisory Services
Michigan
$3.65M +$814K +6,403 +29%
CST
1460
Charles Schwab Trust
Nevada
$3.65M +$60.7K +478 +2%
NIA
1461
Northstar Investment Advisors
Colorado
$3.64M -$57.2K -450 -2%
RSS
1462
Rosenblum Silverman Sutton
California
$3.64M +$152K +1,197 +4%
EWA
1463
Exencial Wealth Advisors
Oklahoma
$3.64M -$11.8M -92,589 -76%
BRWM
1464
B. Riley Wealth Management
Tennessee
$3.64M -$1.32M -10,374 -27%
JSMC
1465
Jess S. Morgan & Co
California
$3.63M +$245K +1,927 +7%
EIM
1466
Essex Investment Management
Massachusetts
$3.62M -$65.8K -518 -2%
IC
1467
Investment Counsel
Michigan
$3.61M -$194K -1,525 -5%
RIM
1468
Reliant Investment Management
Tennessee
$3.6M -$91.5K -720 -2%
KCPG
1469
Kavar Capital Partners Group
Kansas
$3.59M -$16.4K -129 -0.5%
ET
1470
Equitable Trust
Tennessee
$3.59M +$383K +3,017 +12%
ANRIA
1471
American National Registered Investment Advisor
Texas
$3.59M -$508 -4 -0%
CSPAM
1472
Cary Street Partners Asset Management
Virginia
$3.59M +$3.59M +137,266 New
MA
1473
Modus Advisors
Minnesota
$3.58M +$119K +934 +3%
GAM
1474
Geier Asset Management
Maryland
$3.58M +$3.58M +24,319 New
SWA
1475
Stratos Wealth Advisors
Ohio
$3.58M +$732K +5,761 +26%
57 58
59
60 61