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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 %
CFD
2451
Creative Financial Designs
Indiana
$669K +$41.2K +324 +7%
FMN
2452
Financial Management Network
California
$667K +$667K +4,907 New
NFG
2453
Nations Financial Group
Iowa
$666K +$9.65K +76 +1%
TC
2454
Truvestments Capital
Florida
$665K +$2.54K +20 +0.4%
SL
2455
Stevard LLC
Illinois
$661K -$219K -1,721 -25%
CWA
2456
Core Wealth Advisors
Florida
$661K -$57.9K -456 -8%
BFG
2457
Bouchey Financial Group
New York
$661K – – –
DHFB
2458
Dixon Hubard Feinour & Brown
Virginia
$661K – – –
FA
2459
Faithward Advisors
Pennsylvania
$660K -$32.4K -255 -5%
CAM
2460
Costello Asset Management
Pennsylvania
$659K +$11.7K +92 +2%
PCM
2461
Princeton Capital Management
New Jersey
$657K +$12.8K +101 +2%
HCM
2462
Hutchinson Capital Management
California
$656K – – –
STB
2463
S&T Bank
Pennsylvania
$656K +$656K +5,155 New
TWM
2464
TriaGen Wealth Management
California
$656K +$656K +5,166 New
AAP
2465
Arax Advisory Partners
Colorado
$655K +$12.8K +101 +2%
GPWA
2466
Great Point Wealth Advisors
Massachusetts
$653K – – –
EW
2467
Element Wealth
Mississippi
$652K -$34.7K -273 -5%
PGA
2468
Portland Global Advisors
Maine
$652K -$3.43K -27 -0.5%
FC
2469
Financial Consulate
Maryland
$646K – – –
SIM
2470
Sadoff Investment Management
Wisconsin
$645K -$92.1K -725 -12%
ACA
2471
Affinity Capital Advisors
California
$645K -$85.6K -674 -12%
SA
2472
Shilanski & Associates
Alaska
$645K -$8.38K -66 -1%
GG
2473
GenWealth Group
New Jersey
$644K – – –
NWA
2474
Navis Wealth Advisors
New York
$642K +$642K +5,055 New
VFPI
2475
Vantage Financial Partners (Illinois)
Illinois
$641K +$78.8K +620 +14%
97 98
99
100 101