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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 %
TMAM
1551
Tokio Marine Asset Management
Japan
$3.18M +$176K +1,384 +6%
FC
1552
FORA Capital
Florida
$3.17M +$3.17M +24,943 New
HNW
1553
High Note Wealth
Minnesota
$3.17M +$3.17M +24,952 New
MCM
1554
Monarch Capital Management
Indiana
$3.15M -$31.8K -250 -1%
ZCI
1555
Zevenbergen Capital Investments
Washington
$3.14M +$642K +5,050 +26%
TFA
1556
Trinity Financial Advisors
Ohio
$3.13M +$3.13M +24,471 New
MGIA
1557
Moneta Group Investment Advisors
Missouri
$3.13M +$417K +3,279 +15%
CWG
1558
Cornerstone Wealth Group
North Carolina
$3.13M +$2.79M +21,919 +813%
SW
1559
SlateStone Wealth
Florida
$3.12M -$1.97M -15,500 -39%
FAIM
1560
Financial Advocates Investment Management
Washington
$3.12M +$79.9K +629 +3%
ACS
1561
Archford Capital Strategies
Illinois
$3.12M +$63.5K +467 +2%
MSA
1562
Marino Stram & Associates
Massachusetts
$3.12M +$136K +1,074 +5%
AFA
1563
Arlington Financial Advisors
California
$3.11M +$178K +1,398 +6%
FMTCOCP
1564
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.11M -$1.91K -15 -0.1%
HCM
1565
Hudson Capital Management
New Jersey
$3.1M -$278K -2,191 -8%
AIP
1566
Almanack Investment Partners
Pennsylvania
$3.1M +$506K +3,979 +19%
DA
1567
DCM Advisors
New York
$3.09M +$3.09M +24,307 New
WLPWM
1568
Walled Lake Planning & Wealth Management
Illinois
$3.08M -$6.23K -49 -0.2%
CCFM
1569
Clear Creek Financial Management
Washington
$3.08M +$3.08M +24,246 New
BOPW
1570
Brandywine Oak Private Wealth
Pennsylvania
$3.08M +$11.6K +91 +0.4%
BRM
1571
Boston Research & Management
Massachusetts
$3.08M +$788K +6,204 +34%
HA
1572
Harbor Advisors
Florida
$3.07M – – –
FCFC
1573
First Commonwealth Financial Corp
Pennsylvania
$3.07M -$1.04M -8,151 -25%
NP
1574
NorthRock Partners
Minnesota
$3.06M -$206K -1,618 -6%
LHC
1575
Little House Capital
Massachusetts
$3.05M -$235K -1,852 -7%
61 62
63
64 65