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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 %
JWM
1901
Jeppson Wealth Management
California
$1.95M +$165K +1,300 +9%
Qube Research & Technologies (QRT)
1902
Qube Research & Technologies (QRT)
United Kingdom
$1.94M -$46.1M -362,866 -96%
HFG
1903
Heron Financial Group
New York
$1.94M -$48.9K -360 -2%
SIA
1904
Soltis Investment Advisors
Utah
$1.93M +$355K +2,793 +22%
FA
1905
Fiducient Advisors
Illinois
$1.93M +$1.93M +15,196 New
AIC
1906
Ayalon Insurance Company
Israel
$1.93M +$10.5K +83 +0.5%
WA
1907
WBH Advisory
Maryland
$1.91M -$12.8K -94 -0.7%
CWM
1908
Cornerstone Wealth Management
Missouri
$1.91M +$132K +1,035 +7%
LSA
1909
L & S Advisors
California
$1.91M +$169K +1,333 +10%
CI
1910
CAZ Investments
Texas
$1.91M – – –
LP
1911
LMR Partners
United Kingdom
$1.91M +$1.05M +8,289 +124%
KWA
1912
KCS Wealth Advisory
California
$1.9M +$317K +2,494 +20%
KF
1913
Krilogy Financial
Missouri
$1.88M -$70K -551 -4%
HFP
1914
Holistic Financial Partners
Indiana
$1.88M -$62.2K -489 -3%
RCIM
1915
Red Cedar Investment Management
Michigan
$1.88M +$580K +4,562 +45%
FIM
1916
Freedom Investment Management
Connecticut
$1.87M +$227K +1,790 +14%
CWA
1917
Clarity Wealth Advisors
California
$1.87M +$110K +863 +6%
FMT
1918
First Mercantile Trust
Tennessee
$1.86M -$279K -2,194 -13%
PIM
1919
Perpetual Investment Management
Australia
$1.86M +$1.86M +14,811 New
FFG
1920
Fortem Financial Group
California
$1.85M -$20.6K -162 -1%
CA
1921
Corrado Advisors
New Jersey
$1.85M -$196K -1,545 -10%
DI
1922
DFPG Investments
Utah
$1.85M -$108K -794 -6%
VCAM
1923
Van Cleef Asset Management
Ohio
$1.83M +$34.7K +273 +2%
RSWM
1924
Robertson Stephens Wealth Management
California
$1.83M -$230K -1,813 -11%
SWIG
1925
Strategic Wealth Investment Group
Kentucky
$1.83M +$84.3K +663 +5%
75 76
77
78 79