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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 %
WA
376
WestEnd Advisors
North Carolina
$41.3M -$1.5M -11,788 -3%
PMG
377
Private Management Group
California
$41.2M +$7.57M +59,574 +22%
Capital Fund Management (CFM)
378
Capital Fund Management (CFM)
France
$41.2M +$38.6M +303,490 +1,449%
FT
379
Fiduciary Trust
Massachusetts
$41.2M -$539K -4,239 -1%
DILIC
380
Dai-ichi Life Insurance Company
Japan
$41.2M -$1.47M -11,552 -3%
CI
381
Capital International
California
$41.2M +$6.92M +54,493 +20%
MCM
382
MAI Capital Management
Ohio
$41.1M +$1.73M +13,614 +4%
RJT
383
Raymond James Trust
Florida
$41M +$1.44M +11,319 +4%
FP
384
Foundry Partners
Minnesota
$40.4M -$2.2M -17,309 -5%
CPSAC
385
Chas P. Smith & Associates (CPS)
Florida
$40.4M +$767K +6,035 +2%
BIM
386
Bridges Investment Management
Nebraska
$40.2M -$581K -4,570 -1%
PFM
387
Parsec Financial Management
North Carolina
$39.9M -$396K -3,118 -1%
MNBTD
388
Moody National Bank Trust Division
Texas
$39.8M +$195K +1,537 +0.5%
PC
389
PM Capital
Australia
$39.8M – – –
VSI
390
Verde Servicos Internacionais
Brazil
$39.8M +$18.5M +145,502 +87%
NA
391
NewEdge Advisors
Louisiana
$39.7M -$3.88M -30,498 -9%
DCM
392
Dupont Capital Management
Delaware
$39.4M -$5.14M -40,455 -12%
SG Americas Securities
393
SG Americas Securities
New York
$39.2M +$203K +1,601 +0.5%
CG
394
Colony Group
Massachusetts
$39.1M -$10.7M -84,494 -22%
RMDI
395
R.M. Davis Inc
Maine
$39.1M +$2.3M +18,062 +6%
QAM
396
QCI Asset Management
New York
$39M +$894K +7,039 +2%
BIAS
397
Beacon Investment Advisory Services
New Jersey
$38.5M -$2.04M -16,060 -5%
LCS
398
Levin Capital Strategies
New York
$38.4M -$478K -3,764 -1%
DADC
399
D.A. Davidson & Co
Montana
$38.3M -$55K -433 -0.1%
Holocene Advisors
400
Holocene Advisors
New York
$38.2M -$56.7M -446,194 -60%
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