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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 %
MCA
2051
Mercer Capital Advisers
New Jersey
$1.45M +$4.96K +39 +0.3%
PWAG
2052
Polaris Wealth Advisory Group
California
$1.45M +$472K +3,467 +48%
DAC
2053
Dividend Assets Capital
South Carolina
$1.44M -$960K -7,555 -40%
VanEck Associates
2054
VanEck Associates
New York
$1.44M -$1.02K -8 -0.1%
COF
2055
Capital One Financial
Virginia
$1.44M -$391K -3,076 -21%
FQ
2056
First Quadrant
California
$1.44M -$516K -4,056 -26%
HPWM
2057
Highland Private Wealth Management
Washington
$1.44M -$46.9K -369 -3%
AWA
2058
Acorn Wealth Advisors
Michigan
$1.44M -$34K -268 -2%
FFG
2059
Ford Financial Group
California
$1.44M +$11.6K +91 +0.8%
PB
2060
Pinnacle Bancorp
Nebraska
$1.43M +$19.7K +155 +1%
AA
2061
Auxano Advisors
Washington
$1.43M +$140K +1,102 +11%
CCC
2062
Crescent Capital Consulting
Louisiana
$1.43M +$1.43M +11,240 New
CG
2063
Castellan Group
Kentucky
$1.43M +$1.43M +11,243 New
GWM
2064
Greenwich Wealth Management
Connecticut
$1.42M -$2.54K -20 -0.2%
AFP
2065
Ausdal Financial Partners
Iowa
$1.42M +$2.29K +18 +0.2%
BCM
2066
Breiter Capital Management
Florida
$1.41M -$53.6K -422 -4%
FDS
2067
First Dallas Securities
Texas
$1.41M +$172K +1,350 +14%
WIA
2068
Westbourne Investment Advisors
Maryland
$1.4M +$1.4M +11,030 New
BCA
2069
Berman Capital Advisors
Georgia
$1.4M +$265K +2,089 +23%
OIM
2070
Orca Investment Management
Oregon
$1.4M +$1.4M +11,029 New
TMC
2071
Trellus Management Company
Florida
$1.4M – – –
PFA
2072
Paradigm Financial Advisors
Missouri
$1.4M -$49.7K -391 -3%
FFC
2073
First Financial Corp
Indiana
$1.39M -$8.51K -67 -0.6%
CAM
2074
Cacti Asset Management
Georgia
$1.39M – – –
MAM
2075
Mastrapasqua Asset Management
Tennessee
$1.37M +$245K +1,926 +22%
81 82
83
84 85