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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 %
NIM
1501
Nicollet Investment Management
Minnesota
$3.44M -$5.59K -44 -0.2%
MFA
1502
Mayflower Financial Advisors
Massachusetts
$3.43M +$3.43M +27,021 New
NAM
1503
NTV Asset Management
West Virginia
$3.43M -$50.1K -394 -1%
CNFG
1504
Creegan & Nassoura Financial Group
New Hampshire
$3.42M -$15.5K -122 -0.5%
RA
1505
RFG Advisory
Alabama
$3.42M -$205K -1,506 -6%
IIA
1506
IPG Investment Advisors
California
$3.41M +$738K +5,807 +28%
P
1507
Pitcairn
Pennsylvania
$3.41M -$9.66K -76 -0.3%
CAM
1508
Centre Asset Management
New York
$3.41M +$3.41M +26,800 New
BJL
1509
Brighton Jones LLC
Washington
$3.4M -$8.01K -63 -0.2%
OPA
1510
Old Port Advisors
Maine
$3.39M +$27.9K +222 +0.8%
IAS
1511
IMA Advisory Services
Colorado
$3.39M +$1.15M +9,026 +51%
SWA
1512
SOA Wealth Advisors
New York
$3.39M +$3.39M +24,239 New
TFS
1513
Thoroughbred Financial Services
Tennessee
$3.38M -$235K -1,847 -6%
SSI
1514
Scott & Selber Inc
Texas
$3.37M -$139K -1,097 -4%
UBG
1515
United Bank (Georgia)
Georgia
$3.37M +$174K +1,367 +5%
SIC
1516
Shoker Investment Counsel
Ohio
$3.37M +$36.2K +285 +1%
SCA
1517
Stokes Capital Advisors
South Carolina
$3.36M +$77.5K +610 +2%
MWA
1518
Meridian Wealth Advisors
Texas
$3.35M +$515K +4,052 +18%
QIM
1519
Quantitative Investment Management
Virginia
$3.35M +$3.35M +26,348 New
FHA
1520
Flagship Harbor Advisors
Massachusetts
$3.34M -$109K -857 -3%
JSL
1521
JT Stratford LLC
Georgia
$3.34M +$109K +859 +3%
TAM
1522
Townsend Asset Management
North Carolina
$3.34M +$319K +2,508 +11%
AIS
1523
AM Investment Strategies
Tennessee
$3.33M +$83.4K +656 +3%
VLKIM
1524
Van Lanschot Kempen Investment Management
Netherlands
$3.33M +$497K +3,911 +18%
BC
1525
Burney Company
Virginia
$3.32M -$104K -816 -3%
59 60
61
62 63