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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 %
SFS
2401
Summit Financial Strategies
Ohio
$736K +$9.78K +77 +1%
LF
2402
Lantz Financial
Illinois
$736K +$55.4K +436 +8%
LC
2403
Lavaca Capital
Texas
$735K +$26.3K +207 +4%
DWM
2404
Darwin Wealth Management
Florida
$733K -$22.1K -174 -3%
IA
2405
Insight Advisors
Pennsylvania
$732K +$732K +5,760 New
MWM
2406
Maltin Wealth Management
New Jersey
$731K -$254K -2,000 -26%
FMI
2407
F/M Investments
District of Columbia
$729K +$729K +5,741 New
VCM
2408
Violich Capital Management
California
$726K +$11.8K +93 +2%
HCM
2409
Horiko Capital Management
New York
$724K – – –
SICM
2410
Sustainable Insight Capital Management
New York
$724K +$724K +5,700 New
KIG
2411
Kowal Investment Group
Wisconsin
$722K +$722K +5,146 New
NFG
2412
Nadler Financial Group
Illinois
$719K -$45.9K -361 -6%
LAM
2413
LifePro Asset Management
California
$719K +$719K +5,658 New
LC
2414
Lindbrook Capital
California
$717K +$56.5K +445 +9%
AIM
2415
Arcadia Investment Management
Michigan
$716K -$127K -1,000 -15%
SPI
2416
Santori & Peters Inc
Pennsylvania
$716K +$4.62K +34 +0.6%
CIM
2417
Cambria Investment Management
California
$715K -$38.6K -304 -5%
SAM
2418
Seelaus Asset Management
New Jersey
$714K -$29.1K -229 -4%
FPWM
2419
FSB Premier Wealth Management
Iowa
$714K +$714K +5,621 New
RPG
2420
Resource Planning Group
Georgia
$710K -$46.9K -369 -6%
BHA
2421
Beech Hill Advisors
New York
$707K -$381K -3,000 -35%
LWP
2422
Legacy Wealth Planning
Nevada
$707K – – –
BWM
2423
Birchcreek Wealth Management
Ohio
$707K +$707K +5,571 New
BWM
2424
Baystate Wealth Management
Massachusetts
$706K +$44.1K +347 +7%
AFIA
2425
America First Investment Advisors
Nebraska
$705K – – –
95 96
97
98 99