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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 %
MW
2351
MBL Wealth
North Carolina
$816K +$816K +6,422 New
GA
2352
Geller Advisors
New York
$815K – – –
VCM
2353
Vision Capital Management
Oregon
$807K -$24.8K -195 -3%
CRWM
2354
Castle Rock Wealth Management
California
$806K +$475K +3,554 +144%
RP
2355
Riverbridge Partners
Minnesota
$805K -$1.4K -11 -0.2%
CSWG
2356
Cardinal Strategic Wealth Guidance
Kentucky
$804K -$1.14K -9 -0.1%
AFS
2357
Axiom Financial Strategies
Indiana
$803K – – –
TFM
2358
TFC Financial Management
Massachusetts
$802K +$127 +1 +0%
HAS
2359
HBW Advisory Services
California
$802K +$140K +1,099 +21%
Westfield Capital Management
2360
Westfield Capital Management
Massachusetts
$801K +$801K +6,300 New
LB
2361
Legacy Bridge
Iowa
$798K – – –
GKWIM
2362
Gerber Kawasaki Wealth & Investment Management
California
$797K -$38.1K -300 -5%
CAM
2363
Cubic Asset Management
Massachusetts
$797K – – –
AIA
2364
Alera Investment Advisors
Illinois
$797K +$172K +1,356 +28%
WMC
2365
Westwood Management Corporation
Illinois
$795K -$12.7K -100 -2%
APW
2366
Aurora Private Wealth
New Jersey
$795K +$10.7K +84 +1%
TFCP
2367
Twin Focus Capital Partners
Massachusetts
$794K +$5.85K +46 +0.7%
HR
2368
Hayden Royal
North Carolina
$789K -$103K -842 -12%
SAM
2369
SignalPoint Asset Management
Missouri
$789K +$890 +7 +0.1%
FFA
2370
Freedman Financial Associates
Massachusetts
$789K +$789K +6,206 New
BEI
2371
Benjamin Edwards Inc
Missouri
$788K +$629K +4,948 +395%
RB
2372
Rodgers Brothers
Pennsylvania
$787K -$1.11M -8,748 -59%
GA
2373
Greytown Advisors
Florida
$786K -$161K -1,264 -17%
GC
2374
Gilbert & Cook
Iowa
$786K +$107K +839 +16%
Financial Engines Advisors
2375
Financial Engines Advisors
California
$781K +$111K +873 +17%
93 94
95
96 97