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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 %
KP
2101
Keel Point
Alabama
$1.29M +$204K +1,605 +19%
UCI
2102
Uncommon Cents Investing
Wisconsin
$1.29M +$422K +3,320 +49%
VIM
2103
Vista Investment Management
Pennsylvania
$1.28M -$105K -829 -8%
MWM
2104
Modera Wealth Management
New Jersey
$1.28M +$324K +2,550 +34%
SFG
2105
Summit Financial Group
West Virginia
$1.28M -$6.35K -50 -0.5%
HAIM
2106
Hunter Associates Investment Management
Pennsylvania
$1.28M +$32.2K +253 +3%
PMFA
2107
Plante Moran Financial Advisors
Michigan
$1.28M +$18.3K +144 +1%
KIC
2108
Kensington Investment Counsel
California
$1.28M +$1.28M +10,044 New
FPGK
2109
Financial Partners Group (Kansas)
Kansas
$1.27M -$166K -1,229 -12%
CPA
2110
Clear Perspective Advisors
Illinois
$1.27M -$55K -433 -4%
PWAP
2111
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.27M +$231K +1,821 +22%
MFW
2112
Meristem Family Wealth
Minnesota
$1.27M -$59K -464 -4%
AFM
2113
Anson Funds Management
Texas
$1.27M +$1.27M +10,000 New
BSCM
2114
Berry Street Capital Management
United Kingdom
$1.27M +$1.27M +10,000 New
LWM
2115
Lionsbridge Wealth Management
Florida
$1.27M +$38K +299 +3%
WAG
2116
Winthrop Advisory Group
Massachusetts
$1.26M +$116K +915 +10%
FBT
2117
First Bank & Trust
South Dakota
$1.26M +$599K +4,710 +90%
RPSA
2118
Richard P. Slaughter Associates
Texas
$1.26M +$28.8K +227 +2%
ER
2119
Enlightenment Research
Florida
$1.26M +$546K +4,300 +77%
PPP
2120
Private Portfolio Partners
New Jersey
$1.25M -$43.2K -340 -3%
MAWCM
2121
Mine & Arao Wealth Creation & Management
California
$1.25M +$5.72K +45 +0.5%
JF
2122
JSF Financial
California
$1.25M +$6.1K +48 +0.5%
W
2123
Wealthquest
Ohio
$1.25M +$47.6K +375 +4%
BCA
2124
Bay Colony Advisors
Massachusetts
$1.24M +$15K +118 +1%
IIM
2125
InTrack Investment Management
Vermont
$1.24M +$1.24M +9,772 New
83 84
85
86 87