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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 %
SIAP
1526
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.31M -$133K -1,050 -4%
CCM
1527
Carderock Capital Management
Maryland
$3.31M -$191K -1,501 -5%
EML
1528
Eos Management LP
New York
$3.3M – – –
NFG
1529
NewFocus Financial Group
Washington
$3.3M +$74.7K +588 +2%
PAMG
1530
Patton Albertson Miller Group
Tennessee
$3.29M +$512K +3,539 +18%
JFA
1531
Johanson Financial Advisors
California
$3.27M +$59K +464 +2%
CSPIA
1532
Cary Street Partners Investment Advisory
Virginia
$3.26M -$2.11M -16,640 -39%
CIAS
1533
Capital Investment Advisory Services
North Carolina
$3.26M +$341K +2,683 +12%
HPWM
1534
High Pines Wealth Management
Massachusetts
$3.26M +$3.26M +25,614 New
GCMG
1535
Gyroscope Capital Management Group
Florida
$3.25M +$1.97M +15,477 +153%
AB
1536
Atlas Brown
Kentucky
$3.25M +$63K +496 +2%
HVP
1537
Hudson Value Partners
Florida
$3.25M +$3.25M +25,893 New
FCMT
1538
Founders Capital Management (Texas)
Texas
$3.24M +$3.24M +25,503 New
EWM
1539
Evermay Wealth Management
Virginia
$3.24M -$178K -1,404 -5%
PWMAG
1540
Pinnacle Wealth Management Advisory Group
New Jersey
$3.24M +$11.7K +92 +0.4%
MVA
1541
Mount Vernon Associates
Maryland
$3.23M +$9.53K +75 +0.3%
LRPA
1542
L. Roy Papp & Associates
Arizona
$3.22M -$1.06M -8,368 -25%
CFMC
1543
Curbstone Financial Management Corp
New Hampshire
$3.21M +$61.5K +484 +2%
SA
1544
SRN Advisors
Pennsylvania
$3.2M +$3.2M +25,511 New
WOC
1545
West Oak Capital
California
$3.2M +$126K +990 +4%
MCC
1546
Malaga Cove Capital
California
$3.2M +$11.5K +91 +0.4%
HCM
1547
Hengehold Capital Management
Ohio
$3.19M +$17K +134 +0.5%
ITIM
1548
Indiana Trust & Investment Management
Indiana
$3.19M +$51.8K +408 +2%
9WM
1549
9258 Wealth Management
Ohio
$3.19M +$360K +2,830 +13%
GP
1550
Greenline Partners
New York
$3.18M -$26.7K -210 -0.8%
60 61
62
63 64