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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 %
PCA
1576
Peddock Capital Advisors
Massachusetts
$3.03M -$4.96K -39 -0.2%
IA
1577
IFG Advisory
Georgia
$3.03M -$60.3K -475 -2%
HDIM
1578
Hanson & Doremus Investment Management
Vermont
$3.03M +$578K +4,551 +24%
RFN
1579
RDA Financial Network
Iowa
$3.03M -$7.62K -60 -0.3%
CT
1580
Clearstead Trust
Maine
$3.03M +$26.9K +212 +0.9%
ACG
1581
Allen Capital Group
Nebraska
$3.02M +$117K +924 +4%
MMG
1582
Monetary Management Group
Missouri
$3.02M – – –
IHL
1583
Investment House LLC
California
$3.02M +$1.93M +15,155 +177%
PCIG
1584
Partners Capital Investment Group
Massachusetts
$3.01M +$642K +5,051 +27%
OAM
1585
Origin Asset Management
United Kingdom
$3.01M – – –
SCI
1586
S&CO Inc
Massachusetts
$3.01M – – –
BOS
1587
Bank of Stockton
California
$3M -$199K -1,568 -6%
CG
1588
Cutler Group
California
$3M -$3.12M -24,590 -51%
NC
1589
NewSquare Capital
Pennsylvania
$3M +$38.8K +305 +1%
HWA
1590
Heritage Way Advisors
Illinois
$3M +$52.7K +415 +2%
FCA
1591
FLC Capital Advisors
California
$2.99M +$27.6K +217 +0.9%
CFGS
1592
Concourse Financial Group Securities
Alabama
$2.99M +$95.3K +750 +3%
SOAMC
1593
Spirit of America Management Corp
New York
$2.98M – – –
WWA
1594
WC Walker & Associates
California
$2.98M +$2.98M +20,126 New
CA
1595
Claro Advisors
Massachusetts
$2.97M +$19.7K +155 +0.7%
MCM
1596
McMillion Capital Management
North Carolina
$2.97M -$26.3K -207 -0.9%
SFS
1597
Solitude Financial Services
Virginia
$2.96M +$2.96M +23,329 New
HWA
1598
HCR Wealth Advisors
California
$2.96M +$255K +2,010 +9%
GWM
1599
Graybill Wealth Management
Illinois
$2.95M +$2.8K +22 +0.1%
AL
1600
Aspiriant LLC
California
$2.95M -$4.85M -38,030 -62%
62 63
64
65 66