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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 %
GWA
2001
GGM Wealth Advisors
Maryland
$1.62M +$1.62M +11,528 New
HIC
2002
Hartline Investment Corp
Illinois
$1.61M +$28.2K +222 +2%
LFF
2003
Level Four Financial
Texas
$1.61M +$1.61M +12,657 New
IF
2004
Ironwood Financial
Arizona
$1.61M +$1.57M +12,376 +4,550%
LA
2005
LexAurum Advisors
Kansas
$1.6M +$118K +932 +8%
SCG
2006
Sonata Capital Group
Washington
$1.6M – – –
MWP
2007
Moller Wealth Partners
$1.6M +$1.18M +9,313 +287%
GFS
2008
GYL Financial Synergies
Connecticut
$1.59M -$15.5K -122 -1%
MIAS
2009
Mason Investment Advisory Services
Virginia
$1.59M +$17.4K +137 +1%
TCM
2010
Towercrest Capital Management
Pennsylvania
$1.59M -$182K -1,434 -10%
SC
2011
Sovarnum Capital
New York
$1.59M +$1.59M +12,500 New
SXL
2012
Summit X LLC
Missouri
$1.58M +$14.2K +111 +0.9%
PBO
2013
Peoples Bank (Ohio)
Ohio
$1.58M -$224K -1,766 -12%
PWPS
2014
Pinnacle Wealth Planning Services
Ohio
$1.58M +$20.6K +162 +1%
MCM
2015
Mainstay Capital Management
Michigan
$1.57M +$77.2K +608 +5%
CRCM
2016
Crystal Rock Capital Management
Illinois
$1.57M -$1.11M -8,700 -41%
IDBONY
2017
Israel Discount Bank of New York
New York
$1.57M -$841K -6,620 -35%
MSFS
2018
Main Street Financial Solutions
Pennsylvania
$1.56M +$1.56M +12,297 New
LOIM
2019
Liberty One Investment Management
Illinois
$1.56M +$114K +901 +8%
RCA
2020
Ranch Capital Advisors
Florida
$1.56M +$137K +1,079 +10%
VCM
2021
Virtue Capital Management
Tennessee
$1.56M -$801K -6,303 -34%
AWC
2022
Abundance Wealth Counselors
Pennsylvania
$1.55M -$66.2K -521 -4%
NAG
2023
Northstar Advisory Group
New Jersey
$1.55M +$1.55M +12,168 New
BSAM
2024
Blue Square Asset Management
New York
$1.54M -$513K -4,040 -25%
WCM
2025
Washington Capital Management
Washington
$1.53M -$1.27K -10 -0.1%
79 80
81
82 83