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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 %
RI
1601
Redwood Investments
Massachusetts
$2.95M -$45K -354 -2%
HKIM
1602
Hayek Kallen Investment Management
Alabama
$2.94M +$79.2K +623 +3%
BWM
1603
Bulltick Wealth Management
Florida
$2.94M +$2.94M +23,101 New
FUBT
1604
First United Bank & Trust
Maryland
$2.93M +$40.2K +316 +1%
PBC
1605
Pavion Blue Capital
California
$2.92M -$50.6K -398 -2%
WWM
1606
Western Wealth Management
Colorado
$2.91M -$233K -1,837 -7%
PA
1607
Procyon Advisors
Connecticut
$2.91M +$92.5K +728 +3%
AIM
1608
Aspen Investment Management
Michigan
$2.91M +$228K +1,797 +9%
WCM
1609
Wunderlich Capital Managemnt
Tennessee
$2.91M -$2.67K -21 -0.1%
SC
1610
Sawyer & Company
Massachusetts
$2.9M – – –
RCAG
1611
Rehmann Capital Advisory Group
Michigan
$2.9M -$118K -930 -4%
WAS
1612
Winch Advisory Services
Wisconsin
$2.9M +$30.5K +240 +1%
MAM
1613
Meeder Asset Management
Ohio
$2.9M -$6.91M -54,375 -70%
CCM
1614
Coe Capital Management
Illinois
$2.89M +$160K +1,262 +6%
IRAG
1615
Investment Research & Advisory Group
Georgia
$2.89M +$66.2K +521 +2%
WP
1616
WealthSource Partners
California
$2.89M -$758K -5,963 -21%
PCM
1617
Poehling Capital Management
Wisconsin
$2.89M -$24.8K -195 -0.9%
SIAG
1618
Signet Investment Advisory Group
Rhode Island
$2.88M +$2.88M +22,680 New
NSB
1619
Norway Savings Bank
Maine
$2.88M +$158K +1,245 +6%
PHS
1620
Pekin Hardy Strauss
Illinois
$2.87M +$88.1K +693 +3%
FC
1621
Forte Capital
New York
$2.87M +$88.2K +694 +3%
BMC
1622
Beaton Management Company
Massachusetts
$2.87M +$2.87M +22,544 New
NPA
1623
Nichols & Pratt Advisers
Massachusetts
$2.85M -$38.9K -306 -1%
GBT
1624
Grove Bank & Trust
Florida
$2.84M +$215K +1,694 +8%
AIA
1625
Armor Investment Advisors
North Carolina
$2.83M +$140K +1,098 +5%
63 64
65
66 67