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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 %
FPCP
2176
Fort Point Capital Partners
California
$1.13M -$43.5K -342 -4%
QWM
2177
QP Wealth Management
New Jersey
$1.13M -$33K -260 -3%
MMM
2178
Mendel Money Management
Illinois
$1.13M +$299K +2,350 +36%
CAL
2179
Capital Advisors Ltd
Ohio
$1.13M -$25.4K -200 -2%
AWMG
2180
Alliance Wealth Management Group
New Jersey
$1.13M -$182K -1,434 -14%
HZ
2181
Hixon Zuercher
Ohio
$1.12M -$16.3K -128 -1%
THWM
2182
Taylor Hoffman Wealth Management
Virginia
$1.11M -$69.1K -544 -6%
HTHT
2183
Hemenway Trust Hemenway Trust
New Hampshire
$1.11M -$95.7K -753 -8%
AWM
2184
Apollon Wealth Management
South Carolina
$1.11M +$385K +3,031 +53%
WDC
2185
Woodward Diversified Capital
California
$1.11M +$1.11M +8,732 New
HFS
2186
Howard Financial Services
Texas
$1.1M +$77K +606 +8%
SM
2187
Salzhauer Michael
$1.1M +$114K +900 +12%
IF
2188
IRON Financial
Illinois
$1.1M -$26.7K -210 -2%
AMC
2189
Asset Management Corp
Illinois
$1.1M -$389K -2,803 -26%
PK
2190
Pflug Koory
Nebraska
$1.09M -$1.27K -10 -0.1%
PL
2191
Plancorp LLC
Missouri
$1.09M +$458K +3,606 +72%
TGAM
2192
TBH Global Asset Management
Tennessee
$1.09M -$14.5K -114 -1%
MA
2193
MJP Associates
Connecticut
$1.09M +$1.09M +8,562 New
FAM
2194
Formidable Asset Management
Ohio
$1.09M +$64K +507 +6%
BS
2195
Bessemer Securities
New York
$1.08M +$146K +1,150 +16%
DWM
2196
Defined Wealth Management
Oregon
$1.08M +$1.08M +8,519 New
SIA
2197
Strategic Investment Advisors
Michigan
$1.08M -$53.6K -422 -5%
PCP
2198
Proficio Capital Partners
Massachusetts
$1.08M +$66.2K +521 +7%
IRC
2199
Investors Research Corp
Georgia
$1.08M +$635 +5 +0.1%
GA
2200
GoalVest Advisory
New York
$1.08M +$1.08M +8,467 New
86 87
88
89 90