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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 %
Members Trust
2326
Members Trust
Florida
$842K +$15.8K +124 +2%
SRAM
2327
Spouting Rock Asset Management
Pennsylvania
$840K -$642K -5,051 -43%
NFG
2328
Northeast Financial Group
Pennsylvania
$839K +$839K +6,600 New
CAM
2329
Concorde Asset Management
Michigan
$837K -$28.2K -194 -3%
BCM
2330
Brown Capital Management
Maryland
$837K +$55.9K +440 +7%
CA
2331
Cambridge Advisors
Nebraska
$836K -$13.5K -106 -2%
SCM
2332
SKBA Capital Management
California
$836K – – –
BWM
2333
BNC Wealth Management
Oregon
$836K – – –
KFA
2334
Kelleher Financial Advisors
New York
$835K +$139K +1,093 +20%
CMANY
2335
Capital Management Associates (New York)
New York
$835K +$260K +2,050 +45%
CFO
2336
Collective Family Office
Pennsylvania
$835K +$835K +6,572 New
CA
2337
Continuum Advisory
Idaho
$834K +$39.4K +310 +5%
SP
2338
Successful Portfolios
Florida
$830K -$24.6K -194 -3%
KLWA
2339
Kelly Lawrence W & Associates
California
$829K -$884K -6,950 -52%
FFG
2340
Fullen Financial Group
Ohio
$829K -$145K -1,140 -15%
LWAM
2341
Legacy Wealth Asset Management
Minnesota
$828K +$828K +6,518 New
RW
2342
REDW Wealth
New Mexico
$826K +$508 +4 +0.1%
MG
2343
Mather Group
Illinois
$826K +$53K +417 +7%
REMPR
2344
Roof Eidam Maycock Peralta (REMP)
California
$822K – – –
HWM
2345
Hemington Wealth Management
Virginia
$822K +$822K +6,465 New
UC
2346
Unio Capital
New Jersey
$821K -$124K -978 -13%
CM
2347
Capula Management
Cayman Islands
$821K +$821K +6,464 New
PPW
2348
Pasadena Private Wealth
California
$820K -$69.3K -545 -8%
CWA
2349
Clearview Wealth Advisors
Oregon
$817K +$817K +6,433 New
FCFC
2350
First Citizens Financial Corp
Iowa
$816K +$32.7K +257 +4%
92 93
94
95 96