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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 %
TCPWM
2251
Traverso Chambers Private Wealth Management
California
$961K +$79.7K +627 +9%
Simplex Trading
2252
Simplex Trading
Illinois
$960K -$60M -472,128 -98%
PFS
2253
Physicians Financial Services
North Carolina
$957K -$160K -1,257 -14%
FWM
2254
Focused Wealth Management
New York
$957K -$37.4K -294 -4%
HFA
2255
High Falls Advisors
New York
$956K +$956K +7,520 New
UH
2256
Unigestion Holding
Switzerland
$949K -$464K -3,651 -33%
AWM
2257
AllSquare Wealth Management
New York
$949K -$113K -887 -11%
EM
2258
ELCO Management
New York
$948K -$631K -4,960 -40%
CHA
2259
Carmichael Hill & Associates
Maryland
$947K +$254 +2 +0%
RA
2260
Reby Advisors
Connecticut
$945K +$945K +7,440 New
RWA
2261
RGT Wealth Advisors
Texas
$944K +$202K +1,589 +27%
GIM
2262
Greylin Investment Management
Virginia
$943K -$57.8K -455 -6%
W
2263
WealthStone
Ohio
$938K +$63.3K +498 +7%
DLHL
2264
Donald L. Hagan LLC
Florida
$936K -$105K -826 -10%
FNBSF
2265
First National Bank Sioux Falls
South Dakota
$936K +$12.7K +100 +1%
BDWCC
2266
B&D White Capital Company
Texas
$932K +$932K +7,341 New
TFO
2267
Tarbox Family Office
California
$931K -$254 -2 -0%
TCM
2268
Tributary Capital Management
Nebraska
$931K +$89K +700 +11%
BOM
2269
Bank of Marin
California
$930K +$70.9K +558 +8%
AA
2270
Alesco Advisors
New York
$929K -$100K -789 -10%
CVM
2271
Cheviot Value Management
California
$929K +$45.8K +360 +5%
CCG
2272
Capital CS Group
California
$929K +$929K +7,313 New
ACM
2273
Armbruster Capital Management
New York
$926K -$28.6K -225 -3%
FP
2274
Fiduciary Planning
Florida
$923K +$13K +102 +1%
JWA
2275
JFS Wealth Advisors
Pennsylvania
$922K +$31.7K +249 +4%
89 90
91
92 93