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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 %
RBFC
2076
Roman Butler Fullerton & Co
Missouri
$1.37M +$3.56K +28 +0.3%
BCP
2077
Blackhawk Capital Partners
Wisconsin
$1.37M +$498K +5,168 +57%
OWP
2078
Obermeyer Wealth Partners
Colorado
$1.37M -$154K -1,212 -10%
AI
2079
Atom Investors
Texas
$1.37M -$1.66M -13,065 -55%
EAM
2080
Evanson Asset Management
California
$1.37M +$121K +952 +10%
SIM
2081
SSI Investment Management
California
$1.36M -$1.14K -9 -0.1%
EW
2082
Evoke Wealth
California
$1.36M -$12.8M -100,910 -90%
Eagle Capital Management (New York)
2083
Eagle Capital Management (New York)
New York
$1.36M – – –
AIM
2084
Allen Investment Management
New York
$1.36M +$44.6K +351 +3%
PCM
2085
Pointe Capital Management
Michigan
$1.36M – – –
BIA
2086
BHK Investment Advisors
Alabama
$1.35M +$22.4K +176 +2%
CFG
2087
CKW Financial Group
Hawaii
$1.35M -$594K -4,670 -31%
CL
2088
Choreo LLC
Illinois
$1.35M -$448K -3,528 -25%
NHC
2089
Nicholas Hoffman & Company
Georgia
$1.35M +$45.1K +355 +3%
CCG
2090
Cloverfields Capital Group
Minnesota
$1.35M +$1.35M +10,583 New
BB
2091
Bell Bank
North Dakota
$1.34M -$69.4K -546 -5%
VHAM
2092
Van Hulzen Asset Management
California
$1.33M -$877K -6,902 -40%
WCM
2093
WealthBridge Capital Management
Ohio
$1.33M +$10.5K +83 +0.8%
AF
2094
Allworth Financial
California
$1.33M +$34.3K +270 +3%
AIP
2095
Ahrens Investment Partners
Louisiana
$1.32M +$25.3K +199 +2%
APC
2096
Aristotle Pacific Capital
California
$1.32M +$1.32M +10,387 New
RHAM
2097
Round Hill Asset Management
California
$1.31M -$6.23K -49 -0.5%
PCM
2098
Prelude Capital Management
New York
$1.31M -$1.59M -12,503 -55%
ACM
2099
Allred Capital Management
Texas
$1.31M +$90.1K +709 +7%
JFA
2100
JNBA Financial Advisors
Minnesota
$1.3M -$549K -4,317 -30%
82 83
84
85 86