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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 %
BIA
2426
Bigelow Investment Advisors
Maine
$705K +$28.6K +225 +4%
TCB
2427
Texas Capital Bancshares
Texas
$704K -$313K -2,467 -31%
CCM
2428
Carlson Capital Management
Minnesota
$704K -$156K -1,145 -18%
CWP
2429
Curated Wealth Partners
California
$704K +$704K +5,540 New
KA
2430
Kozak & Associates
Colorado
$698K +$698K +5,061 New
AWG
2431
Altus Wealth Group
Colorado
$697K +$697K +5,491 New
CBT
2432
Central Bank & Trust
Kentucky
$696K -$28.6K -225 -4%
LCP
2433
Legacy Capital Partners
Wisconsin
$693K +$121K +950 +21%
AFG
2434
Arkansas Financial Group
Arkansas
$692K +$7.11K +56 +1%
CFS
2435
CRA Financial Services
New Jersey
$691K +$29.6K +233 +4%
SCA
2436
Sassicaia Capital Advisers
New York
$686K +$686K +5,400 New
BWA
2437
Burt Wealth Advisors
Maryland
$685K – – –
MCIA
2438
Mountain Capital Investment Advisors
Colorado
$685K +$29.7K +215 +5%
DL
2439
DOHJ LLC
Washington
$684K -$16.7K -121 -2%
SQA
2440
Simon Quick Advisors
New Jersey
$684K +$202K +1,587 +42%
PCMC
2441
Paragon Capital Management (Colorado)
Colorado
$683K +$636 +5 +0.1%
CWM
2442
Centric Wealth Management
Illinois
$682K +$150K +1,183 +28%
APW
2443
Austin Private Wealth
Texas
$681K +$227K +1,787 +50%
SF
2444
Summit Financial
New Jersey
$679K – – –
PA
2445
PSI Advisors
Florida
$677K -$252K -1,983 -27%
SFG
2446
SNS Financial Group
Minnesota
$676K +$91.3K +719 +16%
OFW
2447
Omnia Family Wealth
Florida
$674K +$57.7K +454 +9%
LIA
2448
LBMC Investment Advisors
Tennessee
$672K +$8.26K +65 +1%
CF
2449
Copperwynd Financial
Arizona
$670K -$11.1K -87 -2%
EWM
2450
Empirical Wealth Management
Washington
$669K -$4.01M -31,560 -86%
96 97
98
99 100