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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 %
CAG
426
Crestwood Advisors Group
Massachusetts
$34.5M -$2.38M -18,696 -6%
CAI
427
Capital Advisors Inc
Oklahoma
$34.3M +$1.55M +12,218 +5%
BPB
428
Badgley, Phelps & Bell
Washington
$34.3M +$365K +2,873 +1%
CA
429
Commerzbank Aktiengesellschaft
Germany
$34.3M +$2.74M +21,541 +9%
BAPIM
430
British Airways Pensions Investment Management
United Kingdom
$34.2M +$4.3M +33,864 +14%
Impax Asset Management Group
431
Impax Asset Management Group
United Kingdom
$34.2M +$11.7M +92,361 +52%
SAM
432
Securian Asset Management
Minnesota
$34M -$1.61M -12,671 -5%
CP
433
Cumberland Partners
Ontario, Canada
$33.8M -$6.1M -47,998 -15%
ACM
434
Advisors Capital Management
New Jersey
$33.8M +$1.92M +15,143 +6%
CGH
435
Crossmark Global Holdings
Texas
$33.7M -$3.31M -26,064 -9%
DIA
436
Dana Investment Advisors
Wisconsin
$33.4M +$321K +2,527 +1%
AIM
437
Avity Investment Management
Connecticut
$32.9M +$668K +5,260 +2%
HSA
438
HBK Sorce Advisory
Pennsylvania
$32.9M +$5.57M +43,822 +20%
ST
439
Sabal Trust
Florida
$32.4M +$92.3K +726 +0.3%
First Manhattan
440
First Manhattan
New York
$32.3M -$638K -5,022 -2%
ISL
441
Ingalls & Snyder LLC
New York
$32.3M -$1.59M -12,507 -5%
ACI
442
Alpha Cubed Investments
California
$32.2M +$5.32M +41,838 +20%
CNAM
443
Campbell Newman Asset Management
Wisconsin
$32.1M +$609K +4,796 +2%
WTC
444
WhitTier Trust Company
Nevada
$31.8M +$328K +2,579 +1%
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$31.8M +$216K +1,702 +0.7%
PFP
446
Pinnacle Financial Partners
Tennessee
$31.7M +$407K +3,407 +1%
JAFL
447
Jay A. Fishman Ltd
Michigan
$31.7M +$29.9K +235 +0.1%
NAM
448
North American Management
Massachusetts
$31.7M -$37.5K -295 -0.1%
FLPIM
449
F.L. Putnam Investment Management
Massachusetts
$31.5M +$1.16M +9,127 +4%
MHC
450
Meyer Handelman Company
New York
$31.4M -$127K -1,000 -0.4%
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