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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 %
GCM
2226
GoodHaven Capital Management
New Jersey
$1.02M – – –
GPA
2227
Garrison Point Advisors
California
$1.02M +$25.4K +200 +3%
SFWA
2228
Summit Financial Wealth Advisors
Louisiana
$1.01M +$119K +1,238 +13%
WGA
2229
Weather Gauge Advisory
Virginia
$1.01M +$14.7K +116 +1%
CIA
2230
CSat Investment Advisory
Michigan
$1.01M -$122K -957 -11%
PWMG
2231
Prestige Wealth Management Group
New Jersey
$1M -$199K -1,564 -17%
DAM
2232
Doheny Asset Management
California
$1M -$34.9K -275 -3%
MFG
2233
Menard Financial Group
Texas
$997K -$32.3K -254 -3%
IIM
2234
Ironwood Investment Management
Massachusetts
$997K – – –
AWM
2235
Accel Wealth Management
Iowa
$995K +$995K +7,831 New
RCA
2236
Reitz Capital Advisors
Michigan
$993K -$1.27K -10 -0.1%
BL
2237
Balentine LLC
Georgia
$992K +$154K +1,210 +18%
EF
2238
Empowered Funds
Pennsylvania
$988K +$988K +7,773 New
WMP
2239
Wealth Management Partners
Arizona
$986K +$986K +7,490 New
AIM
2240
Alhambra Investment Management
Florida
$984K -$6.86K -54 -0.7%
WIC
2241
Wilkins Investment Counsel
Massachusetts
$983K -$18.3K -144 -2%
WA
2242
Wealth Architects
California
$976K -$17.3K -136 -2%
FRA
2243
Front Row Advisors
California
$973K -$64.3K -506 -6%
SCA
2244
Sippican Capital Advisors
Massachusetts
$972K -$755K -5,940 -44%
PG
2245
Proffitt & Goodson
Tennessee
$970K -$45.6K -359 -4%
IWS
2246
Insight Wealth Strategies
California
$967K +$22.9K +180 +2%
SCP
2247
Silverleafe Capital Partners
Tennessee
$966K – – –
ECM
2248
ExodusPoint Capital Management
New York
$965K -$376K -2,962 -28%
RMCM
2249
Reynders McVeigh Capital Management
Massachusetts
$964K -$298K -2,343 -24%
T
2250
TRUADVICE
Florida
$964K +$182K +1,426 +23%
88 89
90
91 92