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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 %
SAS
1826
Stelac Advisory Services
New York
$2.18M +$501K +3,947 +30%
VBCG
1827
Valley Brook Capital Group
Pennsylvania
$2.18M +$2.18M +17,149 New
SCA
1828
Strategic Capital Advisers
Colorado
$2.18M -$314K -2,471 -13%
HCCM
1829
Hudson Canyon Capital Management
New York
$2.16M +$2.16M +17,025 New
KFI
1830
Key Financial Inc
Pennsylvania
$2.16M +$8.39K +66 +0.4%
LM
1831
Lincluden Management
Ontario, Canada
$2.16M -$90.9K -715 -4%
LCM
1832
Lucas Capital Management
New Jersey
$2.16M +$691K +5,435 +47%
RMAM
1833
Raab & Moskowitz Asset Management
New Jersey
$2.15M +$86.5K +681 +4%
WAP
1834
Wealthcare Advisory Partners
Pennsylvania
$2.15M -$62K -488 -3%
MFG
1835
Merit Financial Group
Georgia
$2.15M -$134K -1,055 -6%
AWA
1836
Arete Wealth Advisors
Illinois
$2.15M -$701K -5,522 -25%
AIM
1837
Acropolis Investment Management
Missouri
$2.15M +$82.7K +651 +4%
LSAG
1838
Lake Street Advisors Group
New Hampshire
$2.15M +$98.6K +776 +5%
ATWA
1839
Arbor Trust Wealth Advisors
Michigan
$2.14M +$36.2K +285 +2%
BTWM
1840
Baker Tilly Wealth Management
Wisconsin
$2.14M +$2.14M +16,848 New
CWP
1841
CFM Wealth Partners
Texas
$2.14M -$4.45K -35 -0.2%
PP
1842
Professional Planning
California
$2.13M -$141K -1,109 -6%
AWM
1843
Aberdeen Wealth Management
Illinois
$2.13M +$19.3K +152 +0.9%
BCM
1844
Birmingham Capital Management
Alabama
$2.13M -$16K -126 -0.7%
MWM
1845
Mattern Wealth Management
Kansas
$2.13M -$93.4K -735 -4%
LAM
1846
L2 Asset Management
Massachusetts
$2.13M -$272K -2,141 -11%
CA
1847
Cornerstone Advisory
Maryland
$2.12M -$376K -2,955 -15%
TWA
1848
TCI Wealth Advisors
Arizona
$2.11M -$1.58M -12,461 -43%
RWM
1849
RKL Wealth Management
Pennsylvania
$2.11M -$17.5K -138 -0.8%
XF
1850
XML Financial
Maryland
$2.1M -$69.4K -546 -3%
72 73
74
75 76