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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 %
IFWM
1851
Institute for Wealth Management
Colorado
$2.09M +$35.1K +276 +2%
RA
1852
Rational Advisors
New York
$2.09M -$205K -1,616 -9%
MPCG
1853
Matrix Private Capital Group
New York
$2.09M +$189K +1,484 +10%
RCG
1854
Rock Creek Group
District of Columbia
$2.08M +$76.1K +599 +4%
FWP
1855
Falcon Wealth Planning
California
$2.08M +$2.08M +16,344 New
PCG
1856
Private Capital Group
Connecticut
$2.08M -$99.1K -780 -5%
WCM
1857
Weik Capital Management
Pennsylvania
$2.07M -$107K -840 -5%
NME
1858
Notis-McConarty Edward
$2.07M -$127K -1,000 -6%
SCM
1859
Spreng Capital Management
Ohio
$2.07M -$114K -900 -5%
ATPW
1860
Ashton Thomas Private Wealth
Arizona
$2.07M +$111K +872 +6%
BWP
1861
Bernardo Wealth Planning
Pennsylvania
$2.06M +$72.9K +574 +4%
OAM
1862
Oak Asset Management
California
$2.06M – – –
DTC
1863
Davidson Trust Company
Washington
$2.06M -$195K -1,532 -9%
CBFP
1864
Cedar Brook Financial Partners
Ohio
$2.05M -$29.7K -234 -1%
S
1865
Seeyond
France
$2.05M +$249K +1,961 +14%
GC
1866
GFG Capital
Florida
$2.04M +$305K +2,401 +18%
HIP
1867
HUB Investment Partners
Texas
$2.04M +$2.04M +21,212 New
GGHC
1868
Gilder Gagnon Howe & Co
New York
$2.04M -$24.5K -193 -1%
BEC
1869
Blue Edge Capital
Virginia
$2.04M +$12.6K +99 +0.6%
PIP
1870
Peachtree Investment Partners
Florida
$2.04M +$132K +1,041 +7%
GC
1871
Guardian Capital
Ontario, Canada
$2.03M +$50.8K +400 +3%
RDFA
1872
Ritter Daniher Financial Advisory
Ohio
$2.03M +$2.03M +15,987 New
AWM
1873
Aries Wealth Management
Maine
$2.02M -$9.52K -70 -0.5%
MIM
1874
Moseley Investment Management
Florida
$2.02M +$435K +3,425 +27%
FANJ
1875
Financial Architects (New Jersey)
New Jersey
$2.02M -$31.9K -251 -2%
73 74
75
76 77