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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 %
AC
1976
Avestar Capital
New York
$1.66M +$266K +2,090 +19%
IF
1977
Intrua Financial
Texas
$1.65M +$4.96K +39 +0.3%
ICM
1978
IMS Capital Management
Oregon
$1.65M +$23.3K +183 +1%
NO
1979
Ninety One
South Africa
$1.65M +$1.65M +13,213 New
BA
1980
Birinyi Associates
Connecticut
$1.65M -$95.3K -750 -5%
VSWA
1981
Vontobel Swiss Wealth Advisors
Switzerland
$1.65M +$26.7K +210 +2%
OAM
1982
Optimal Asset Management
California
$1.65M -$508 -4 -0%
MWM
1983
Midwest Wealth Management
Indiana
$1.65M +$1.65M +12,970 New
WCM
1984
Windsor Capital Management
Arizona
$1.65M -$63.6K -501 -4%
WWM
1985
Windsor Wealth Management
Indiana
$1.65M -$953K -7,499 -37%
AFC
1986
AFT Forsyth & Company
Florida
$1.65M +$114K +896 +7%
TVAMP
1987
Tennessee Valley Asset Management Partners
Tennessee
$1.65M +$816K +6,418 +98%
TI
1988
Tidal Investments
Wisconsin
$1.64M +$122K +957 +8%
DI
1989
DAGCO Inc
Ohio
$1.64M +$114K +899 +7%
XSC
1990
X-Square Capital
Puerto Rico
$1.64M +$157K +1,236 +11%
SWM
1991
Sculati Wealth Management
Michigan
$1.64M -$14.6K -115 -0.9%
SFSIG
1992
San Francisco Sentry Investment Group
California
$1.64M -$1.05M -8,289 -39%
BWP
1993
BSW Wealth Partners
Colorado
$1.64M +$130K +1,019 +9%
MCCP
1994
Mission Creek Capital Partners
California
$1.64M +$236K +1,858 +17%
LWMM
1995
Legacy Wealth Management (Mississippi)
Mississippi
$1.63M -$149K -1,170 -8%
OCG
1996
Opus Capital Group
Ohio
$1.63M +$25.5K +201 +2%
FCA
1997
FinTrust Capital Advisors
South Carolina
$1.63M +$26.6K +209 +2%
CIM
1998
Chapman Investment Management
California
$1.63M -$27.4K -216 -2%
LF
1999
LifeSteps Financial
California
$1.62M -$26.7K -210 -2%
CASB
2000
Cape Ann Savings Bank
Massachusetts
$1.62M +$1.62M +12,739 New
78 79
80
81 82