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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 %
ADEF
401
Adams Diversified Equity Fund
Maryland
$38.2M +$2.15M +16,900 +6%
SPIA
402
Steward Partners Investment Advisory
New York
$38M +$312K +2,453 +0.8%
Point72 Asset Management
403
Point72 Asset Management
Connecticut
$38M +$10.8M +84,600 +39%
OCM
404
Osterweis Capital Management
California
$38M +$6.45M +50,785 +20%
NIM
405
Nexus Investment Management
Ontario, Canada
$38M -$562K -4,515 -1%
FNBOO
406
First National Bank of Omaha
Nebraska
$37.7M +$1.42M +11,197 +4%
MLL
407
Moody Lynn & Lieberson
Massachusetts
$37.7M +$332K +2,612 +0.9%
BCM
408
Bridgeway Capital Management
Texas
$37.6M -$9.37M -73,750 -20%
ANI
409
American National Insurance
Texas
$37.5M – – –
II
410
IFM Investors
Australia
$37.4M +$5.19M +40,880 +16%
AA
411
Ancora Advisors
Ohio
$37.2M +$669K +5,261 +2%
WSFS
412
Wilmington Savings Fund Society
Delaware
$37.1M -$312K -2,459 -0.8%
SI
413
Stephens Inc
Arkansas
$37M +$301K +2,365 +0.8%
GT
414
Glenview Trust
Kentucky
$36.9M -$352K -2,773 -0.9%
PAG
415
Private Advisor Group
New Jersey
$36.8M -$1.14M -8,992 -3%
CIC
416
Carnegie Investment Counsel
Ohio
$36.4M -$49K -386 -0.1%
Cerity Partners
417
Cerity Partners
New York
$36.4M +$287K +2,257 +0.8%
RMA
418
Roffman Miller Associates
Pennsylvania
$36.3M +$10.7M +121,251 +42%
ZIC
419
ZWJ Investment Counsel
Georgia
$36M +$1.07M +8,436 +3%
BSA
420
Braun Stacey Associates
New York
$35.9M +$815K +6,416 +2%
CIP
421
Chartwell Investment Partners
Pennsylvania
$35.8M -$1.27M -9,959 -3%
PF
422
Phoenix Financial
Israel
$35.7M +$357K +2,815 +1%
BIP
423
Brandes Investment Partners
California
$35.7M +$31.1M +248,106 +683%
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$35M +$4.13M +32,519 +13%
ZCM
425
Ziegler Capital Management
Illinois
$34.5M +$1.99M +15,627 +6%
15 16
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