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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 %
RTC
1876
Riverview Trust Company
Washington
$2.01M -$23.8K -187 -1%
WCA
1877
Windsor Creek Advisors
Vermont
$2.01M +$267K +2,098 +15%
CB
1878
Cadence Bank
Mississippi
$2.01M -$467K -3,675 -19%
TLCM
1879
Twin Lakes Capital Management
California
$2.01M +$2.01M +15,832 New
MFG
1880
Monte Financial Group
Connecticut
$2.01M +$13.7K +108 +0.7%
RPWA
1881
Regent Peak Wealth Advisors
Georgia
$2.01M +$1.46M +11,472 +266%
MWM
1882
Mission Wealth Management
California
$2M +$22.1K +174 +1%
MCM
1883
MV Capital Management
Maryland
$2M +$315K +2,481 +19%
KA
1884
Klingman & Associates
New York
$2M +$713K +5,609 +55%
B
1885
Brightworth
Georgia
$2M +$142K +1,117 +8%
NCM
1886
Neumann Capital Management
California
$1.99M – – –
BCM
1887
Brooktree Capital Management
Michigan
$1.98M -$209K -1,646 -10%
GPFA
1888
Game Plan Financial Advisors
Ohio
$1.98M +$57.9K +457 +3%
SWMP
1889
Signature Wealth Management Partners
New Jersey
$1.98M +$1.98M +15,597 New
RF
1890
Rollins Financial
Georgia
$1.98M +$1.98M +15,600 New
DC
1891
DeDora Capital
California
$1.97M -$228K -1,794 -10%
BSA
1892
Bull Street Advisors
Georgia
$1.97M +$3.81K +30 +0.2%
PIG
1893
Pantheon Investment Group
California
$1.97M -$555K -4,367 -22%
KS
1894
Karpas Strategies
Connecticut
$1.97M +$3.18K +25 +0.2%
AFS
1895
Access Financial Services
Minnesota
$1.97M -$130K -1,020 -6%
SG
1896
StoneX Group
New York
$1.96M +$46.2K +364 +2%
CIM
1897
CIM Investment Management
Pennsylvania
$1.96M -$30.4K -239 -2%
PWA
1898
Providence Wealth Advisors
Illinois
$1.96M +$115K +915 +6%
ED
1899
Exane Derivatives
France
$1.95M -$321K -2,525 -14%
BC
1900
Bridgefront Capital
Texas
$1.95M +$1.95M +15,334 New
74 75
76
77 78