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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 %
CPA
1651
Capital Planning Advisors
California
$2.74M +$53.9K +424 +2%
AWE
1652
Avidian Wealth Enterprises
Texas
$2.74M +$86.9K +684 +3%
NCM
1653
Next Capital Management
New York
$2.74M +$133K +1,045 +5%
UBPAM
1654
Union Bancaire Privee Asset Management
New York
$2.73M +$1.91M +15,010 +232%
PWA
1655
Phoenix Wealth Advisors
North Carolina
$2.73M +$2.73M +21,458 New
QCG
1656
Quadrant Capital Group
Ohio
$2.72M +$76.6K +603 +3%
HAC
1657
Harbor Advisory Corp
New Hampshire
$2.72M +$303K +2,381 +13%
CB
1658
CNB Bank
Pennsylvania
$2.72M +$150K +1,179 +6%
GBBWRPM
1659
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.72M +$153K +1,201 +6%
SP
1660
SWS Partners
Ohio
$2.71M -$94.9K -747 -3%
CWM
1661
Connecticut Wealth Management
Connecticut
$2.71M -$18.6K -146 -0.7%
LTI
1662
Laffer Tengler Investments
Tennessee
$2.7M +$112K +894 +4%
LCM
1663
Leisure Capital Management
California
$2.7M +$44.3K +349 +2%
CCA
1664
Cobblestone Capital Advisors
New York
$2.7M +$10.4K +82 +0.4%
NAMP
1665
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.7M +$34.7K +273 +1%
APG
1666
Abacus Planning Group
South Carolina
$2.7M -$37.7K -297 -1%
GLA
1667
Great Lakes Advisors
Illinois
$2.69M -$180K -1,415 -6%
AFA
1668
AllGen Financial Advisors
Florida
$2.68M +$2.68M +21,114 New
LCM
1669
Liberty Capital Management
Michigan
$2.68M +$2.68M +21,063 New
IA
1670
IndexIQ Advisors
New York
$2.67M – – –
PA
1671
PFG Advisors
Arizona
$2.67M -$10.5K -83 -0.4%
AC
1672
Asio Capital
Kentucky
$2.67M -$633K -4,980 -19%
AMG
1673
Advisors Management Group
Wisconsin
$2.66M +$33.3K +262 +1%
RWM
1674
Ritholtz Wealth Management
New York
$2.65M +$595K +4,683 +29%
HIC
1675
Harvey Investment Company
Kentucky
$2.65M -$178K -1,400 -6%
65 66
67
68 69