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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 %
AWM
1726
Affinity Wealth Management
Delaware
$2.5M +$55.2K +400 +2%
QFA
1727
Quattro Financial Advisors
Texas
$2.5M -$26.1K -183 -1%
FBFS
1728
First Business Financial Services
Wisconsin
$2.49M +$71.3K +561 +3%
CAN
1729
Claraphi Advisory Network
United States
$2.49M -$68.7K -541 -3%
QI
1730
Qtron Investments
Massachusetts
$2.49M +$296K +2,328 +13%
DBIA
1731
Dumont & Blake Investment Advisors
New Jersey
$2.49M -$88.2K -694 -3%
WP
1732
WMS Partners
Maryland
$2.49M -$20.6K -162 -0.8%
V
1733
VeraBank
Texas
$2.49M -$29.5K -232 -1%
MCG
1734
MACRO Consulting Group
New Jersey
$2.48M +$31.9K +251 +1%
BAM
1735
Burgundy Asset Management
Ontario, Canada
$2.48M – – –
LWAC
1736
Laurel Wealth Advisors (California)
California
$2.47M -$3.56K -28 -0.1%
WA
1737
WP Advisors
California
$2.47M +$83.5K +657 +3%
CT
1738
Coastline Trust
Rhode Island
$2.47M -$10.2K -80 -0.4%
ATC
1739
Adirondack Trust Company
New York
$2.47M +$106K +825 +4%
MTIM
1740
Marathon Trading Investment Management
Pennsylvania
$2.46M +$909K +7,150 +59%
HFBOT
1741
Home Federal Bank of Tennessee
Tennessee
$2.46M -$12.7K -100 -0.5%
ZB
1742
Zions Bancorporation
Utah
$2.45M -$199K -1,568 -8%
SCM
1743
Southport Capital Management
Tennessee
$2.45M -$22.4K -176 -0.9%
CT
1744
Columbia Trust
Oregon
$2.45M +$2.45M +19,284 New
WP
1745
WealthShield Partners
North Carolina
$2.45M +$148K +1,167 +6%
BMA
1746
Brooks Moore & Associates
Tennessee
$2.44M -$50.7K -399 -2%
VA
1747
Valmark Advisers
Ohio
$2.44M +$1.76M +13,823 +256%
XS
1748
XR Securities
Illinois
$2.44M +$1.64M +12,945 +207%
MIP
1749
Marietta Investment Partners
Wisconsin
$2.44M +$236K +1,861 +11%
RCA
1750
Resonant Capital Advisors
Wisconsin
$2.44M +$110K +865 +5%
68 69
70
71 72