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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 %
KTC
1676
Kistler-Tiffany Companies
Pennsylvania
$2.64M +$128K +1,011 +5%
SFFS
1677
Stonehage Fleming Financial Services
Jersey
$2.64M +$52.2K +415 +2%
FWM
1678
Fairhaven Wealth Management
Illinois
$2.64M +$275K +2,165 +12%
WA
1679
WESPAC Advisors
California
$2.64M +$474K +3,732 +22%
LFA
1680
Landmark Financial Advisors
Kentucky
$2.64M -$690 -5 -0%
IWA
1681
Intercontinental Wealth Advisors
Texas
$2.63M -$382K -3,007 -13%
PFBT
1682
Parkside Financial Bank & Trust
Missouri
$2.63M +$109K +854 +4%
FSCM
1683
Front Street Capital Management
Montana
$2.63M – – –
HCM
1684
Hollencrest Capital Management
California
$2.63M +$280K +2,206 +12%
KFGK
1685
Keystone Financial Group (Kentucky)
Kentucky
$2.62M -$30K -236 -1%
HH
1686
Hilltop Holdings
Texas
$2.62M +$859K +6,764 +49%
VNIM
1687
Vaughan Nelson Investment Management
Texas
$2.62M +$1.19M +9,400 +84%
EA
1688
Eclectic Associates
California
$2.61M +$2.61M +20,571 New
KA
1689
Kovack Advisors
Florida
$2.6M -$253K -1,993 -9%
AMIM
1690
Aull & Monroe Investment Management
Alabama
$2.6M +$122K +964 +5%
AIC
1691
Archer Investment Corporation
Indiana
$2.6M +$4.07K +32 +0.2%
CIA
1692
Cohen Investment Advisors
New Hampshire
$2.6M +$2.6M +20,442 New
CCG
1693
Ceeto Capital Group
Florida
$2.59M +$94.2K +741 +4%
MCM
1694
Manchester Capital Management
Vermont
$2.59M -$403K -3,175 -13%
LAIC
1695
Lederer & Associates Investment Counsel
California
$2.59M +$10.3K +81 +0.4%
PVWM
1696
Point View Wealth Management
New Jersey
$2.58M +$71K +559 +3%
ACM
1697
Arrow Capital Management
New York
$2.58M +$2.58M +20,326 New
PG
1698
Pendal Group
Australia
$2.58M -$64.1K -504 -2%
GDP
1699
Great Diamond Partners
Maine
$2.58M -$18.3K -144 -0.7%
VPIM
1700
Vanguard Personalized Indexing Management
California
$2.58M +$331K +2,605 +15%
66 67
68
69 70