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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 %
QCM
1751
Quest Capital Management
Texas
$2.42M +$120K +941 +5%
NL
1752
NWAM LLC
Washington
$2.42M -$79.9K -629 -3%
PFSC
1753
Peoples Financial Services Corp
Pennsylvania
$2.42M +$90.2K +710 +4%
JIP
1754
Jaffetilchin Investment Partners
Florida
$2.42M +$915K +7,203 +61%
OL
1755
Optas LLC
Texas
$2.42M -$1.21M -9,542 -33%
FFA
1756
Founders Financial Alliance
North Carolina
$2.41M -$26.7K -210 -1%
BFM
1757
Boston Financial Management
Massachusetts
$2.41M -$722K -5,685 -23%
MIM
1758
Miller Investment Management
Pennsylvania
$2.41M +$367K +2,885 +18%
CCM
1759
Condor Capital Management
New Jersey
$2.4M +$20K +157 +0.8%
PP
1760
Pacifica Partners
Canada
$2.4M +$266K +2,118 +12%
VNA
1761
Valley National Advisers
Pennsylvania
$2.4M -$30.6K -241 -1%
IP
1762
Investment Partners
Ohio
$2.4M -$105K -828 -4%
EHC
1763
Everett Harris & Co
California
$2.39M -$8.26K -65 -0.3%
5L
1764
55I LLC
Massachusetts
$2.39M -$1.24M -9,751 -34%
WA
1765
Wealth Alliance
New York
$2.38M +$119K +933 +5%
OF
1766
Outfitter Financial
Maine
$2.38M +$2.38M +18,710 New
SCI
1767
Stableford Capital II
Arizona
$2.37M +$214K +1,681 +10%
DA
1768
Dillon & Associates
Michigan
$2.36M -$137K -1,076 -5%
IAS
1769
Investment Advisory Services
Texas
$2.35M -$8.64K -68 -0.4%
GLA
1770
Good Life Advisors
Pennsylvania
$2.35M -$63.9K -503 -3%
BCM
1771
Bayesian Capital Management
New York
$2.34M +$1.44M +11,300 +159%
FMB
1772
Field & Main Bank
Kentucky
$2.33M -$121K -950 -5%
ACM
1773
Alta Capital Management
Utah
$2.32M -$2.26M -17,811 -49%
SIA
1774
SkyView Investment Advisors
New Jersey
$2.32M +$2.32M +18,239 New
EHWM
1775
Eads & Heald Wealth Management
Georgia
$2.32M +$31K +244 +1%
69 70
71
72 73