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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 %
SW
1951
StrongBox Wealth
Missouri
$1.75M -$15K -118 -0.9%
BWM
1952
BCGM Wealth Management
Indiana
$1.75M +$1.75M +12,356 New
EWM
1953
EPG Wealth Management
Georgia
$1.74M +$170K +1,336 +11%
WI
1954
WrapManager Inc
California
$1.74M +$201K +1,584 +13%
RIA
1955
Realta Investment Advisors
Delaware
$1.74M +$58.8K +463 +3%
TC
1956
Trust Company
Kansas
$1.73M -$267K -2,097 -13%
SFO
1957
Standard Family Office
South Dakota
$1.73M +$1.73M +13,616 New
TNA
1958
True North Advisors
Texas
$1.73M +$263K +2,073 +18%
LNWTC
1959
Laird Norton Wetherby Trust Company
Washington
$1.73M +$1.73M +13,597 New
MPPLM
1960
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.72M +$48.3K +380 +3%
VC
1961
Veracity Capital
Georgia
$1.72M +$7.92K +703 +0.5%
GA
1962
GFS Advisors
Texas
$1.72M +$15.9K +125 +0.9%
WPC
1963
White Pine Capital
Minnesota
$1.72M +$95.8K +754 +6%
SB
1964
Strategic Blueprint
Georgia
$1.71M +$486K +3,825 +40%
SB
1965
Sunflower Bank
Texas
$1.71M +$565K +4,449 +49%
PFGIA
1966
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$387K +3,045 +29%
GSWM
1967
Golden State Wealth Management
California
$1.7M +$77.7K +611 +5%
BA
1968
Bluesphere Advisors
Pennsylvania
$1.7M +$1.7M +13,346 New
GFP
1969
Gryphon Financial Partners
Ohio
$1.69M -$7.37K -58 -0.4%
PFM
1970
Phillips Financial Management
Indiana
$1.69M -$123K -968 -7%
OIM
1971
Oder Investment Management
California
$1.69M +$1.69M +13,286 New
CCG
1972
Chatham Capital Group
Georgia
$1.68M -$50.8K -400 -3%
KMWM
1973
Keudell/Morrison Wealth Management
Oregon
$1.67M +$93.9K +739 +6%
CPWA
1974
Cerro Pacific Wealth Advisors
California
$1.67M +$1.67M +13,132 New
STA
1975
Summit Trail Advisors
New York
$1.66M +$1.66M +13,080 New
77 78
79
80 81