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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 %
TWM
2301
Tradition Wealth Management
Minnesota
$883K +$883K +6,952 New
MWM
2302
Madison Wealth Management
Ohio
$877K -$12.8K -101 -1%
DIA
2303
Dean Investment Associates
Ohio
$876K +$4.07K +32 +0.5%
PFA
2304
Pathway Financial Advisors
Vermont
$869K – – –
KIC
2305
Keating Investment Counselors
Florida
$869K – – –
NWM
2306
Northwest Wealth Management
Iowa
$869K +$26.3K +207 +3%
GCM
2307
Galibier Capital Management
Ontario, Canada
$868K -$191K -1,500 -18%
CAM
2308
Cozad Asset Management
Illinois
$866K -$31K -244 -3%
MCC
2309
Money Concepts Capital
Florida
$866K +$866K +6,818 New
WC
2310
Winmill & Co
New York
$864K – – –
TIA
2311
Traphagen Investment Advisors
New Jersey
$864K – – –
MCA
2312
Magnolia Capital Advisors
Mississippi
$861K +$53.6K +422 +7%
ORI
2313
Oak Ridge Investments
Illinois
$860K -$52.9K -416 -6%
SIG
2314
Sky Investment Group
Connecticut
$859K +$27.6K +217 +3%
WAAG
2315
Wealth Alliance Advisory Group
Kansas
$859K +$124K +977 +17%
PCM
2316
Perritt Capital Management
Illinois
$854K +$37.7K +297 +5%
PWM
2317
Paulson Wealth Management
Illinois
$854K +$72.9K +573 +9%
ACA
2318
Atlas Capital Advisors
Wyoming
$853K +$853K +6,716 New
PCAP
2319
Pratt Collard Advisory Partners
New York
$851K -$11.4K -90 -1%
HIM
2320
Hotaling Investment Management
Pennsylvania
$848K +$31.1K +245 +4%
RIA
2321
RP Investment Advisors
Ontario, Canada
$847K +$847K +6,665 New
MIC
2322
Meridian Investment Counsel
California
$846K – – –
GIP
2323
Greatmark Investment Partners
Georgia
$844K +$62.2K +489 +8%
SC
2324
Steph & Co
Wisconsin
$844K +$101K +795 +14%
MAM
2325
McLean Asset Management
Virginia
$844K +$844K +6,642 New
91 92
93
94 95