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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 %
NJBEST
2201
New Jersey Better Educational Savings Trust
New Jersey
$1.07M -$133K -1,049 -11%
SSCA
2202
South Shore Capital Advisors
Massachusetts
$1.07M +$1.07M +8,402 New
SC
2203
Searle & Co
Connecticut
$1.06M -$63.6K -500 -6%
WDL
2204
Well Done LLC
Michigan
$1.06M +$635 +5 +0.1%
SDAM
2205
Shulman DeMeo Asset Management
New York
$1.06M +$131K +1,031 +14%
CCB
2206
Cutter & Co Brokerage
Missouri
$1.06M -$70.1K -552 -6%
PIA
2207
Pinion Investment Advisors
Kansas
$1.06M +$49.6K +390 +5%
SHWM
2208
Silicon Hills Wealth Management
Texas
$1.06M -$7.63K -60 -0.7%
LCM
2209
LVM Capital Management
Michigan
$1.06M -$52.8K -415 -5%
PFC
2210
Phocas Financial Corp
California
$1.05M -$12.7K -100 -1%
ACM
2211
Ayrshire Capital Management
Connecticut
$1.05M +$18.2K +143 +2%
COCM
2212
Charter Oak Capital Management
New Hampshire
$1.05M +$1.05M +8,272 New
SMA
2213
Sage Mountain Advisors
Georgia
$1.05M +$1.05M +8,256 New
KTA
2214
Keeley-Teton Advisors
Illinois
$1.05M -$41K -323 -4%
SAI
2215
Systematic Alpha Investments
New Jersey
$1.04M +$1.04M +8,200 New
LWA
2216
Lineweaver Wealth Advisors
Ohio
$1.04M +$23.5K +185 +2%
WA
2217
Waverly Advisors
Alabama
$1.04M +$58.4K +419 +6%
RB
2218
Renasant Bank
Mississippi
$1.03M +$1.03M +8,129 New
AP
2219
Atwood & Palmer
Missouri
$1.03M +$12.7K +100 +1%
TF
2220
TLWM Financial
Texas
$1.03M +$275K +2,164 +36%
RG
2221
Renaissance Group
Kentucky
$1.02M +$70.5K +555 +7%
EFG
2222
Everhart Financial Group
Ohio
$1.02M +$1.02M +8,042 New
PRWA
2223
Platte River Wealth Advisors
Colorado
$1.02M -$218K -1,613 -18%
BOS
2224
Bingham Osborn & Scarborough
California
$1.02M -$1.23M -9,650 -55%
PAM
2225
Premier Asset Management
Illinois
$1.02M +$458K +3,605 +82%
87 88
89
90 91