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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 %
CWM
1701
Cordatus Wealth Management
Pennsylvania
$2.57M +$4.45K +35 +0.2%
BL
1702
BFSG LLC
California
$2.57M +$27.3K +215 +1%
FPB
1703
First PREMIER Bank
South Dakota
$2.57M -$25.4K -200 -1%
TAM
1704
Trust Asset Management
Texas
$2.56M +$573K +4,506 +29%
RWB
1705
RMR Wealth Builders
New Jersey
$2.56M -$1.49M -11,695 -37%
AIM
1706
Anchor Investment Management
South Carolina
$2.55M +$21.6K +170 +0.9%
IAIM
1707
International Assets Investment Management
Florida
$2.55M -$153K -7,498 -6%
SWP
1708
Strategic Wealth Partners
Ohio
$2.55M +$104K +817 +4%
RP
1709
Rowlandmiller & Partners
Georgia
$2.54M +$1.01M +7,954 +66%
UM
1710
Ulysses Management
New York
$2.54M -$1.27M -10,000 -33%
SIM
1711
Sterling Investment Management
Arizona
$2.54M +$18.9K +149 +0.8%
DMK
1712
David M. Knott
$2.54M -$391K -3,080 -13%
CAG
1713
Csenge Advisory Group
Florida
$2.53M +$31.8K +250 +1%
RAM
1714
Roanoke Asset Management
New Jersey
$2.53M -$14K -110 -0.5%
SFG
1715
StrategIQ Financial Group
Indiana
$2.53M -$240K -1,885 -9%
ACP
1716
Ashfield Capital Partners
California
$2.53M -$12.7K -100 -0.5%
BCM
1717
Boltwood Capital Management
California
$2.53M -$9.53K -75 -0.4%
YIA
1718
YHB Investment Advisors
Connecticut
$2.53M +$50.8K +400 +2%
OPS
1719
Orion Portfolio Solutions
Nebraska
$2.52M +$344K +2,708 +16%
IIC
1720
Integrated Investment Consultants
Michigan
$2.52M +$31.1K +245 +1%
BFA
1721
Beaumont Financial Advisors
Massachusetts
$2.52M -$114K -897 -4%
IP
1722
Intellectus Partners
California
$2.52M +$67.8K +534 +3%
HH
1723
HWG Holdings
Texas
$2.52M +$482K +3,792 +24%
BWP
1724
Baldwin Wealth Partners
Massachusetts
$2.52M -$71K -559 -3%
ADBIC
1725
A.D. Beadell Investment Counsel
Wisconsin
$2.51M -$168K -1,325 -6%
67 68
69
70 71