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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 %
SBCM
476
Schwerin Boyle Capital Management
Massachusetts
$29.1M -$73.1K -575 -0.3%
ATC
477
Argent Trust Co
Tennessee
$29.1M +$521K +4,101 +2%
NMIFOAC
478
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$29M +$22.9M +180,019 +376%
KFC
479
Klingenstein Fields & Co
New York
$28.6M +$233K +1,830 +0.8%
VC
480
Vestor Capital
Illinois
$28.6M +$3.53M +27,790 +14%
AIM
481
Achmea Investment Management
Netherlands
$28.6M +$325K +2,559 +1%
BFS
482
Baskin Financial Services
Ontario, Canada
$28.3M +$896K +7,054 +3%
SWP
483
Stratos Wealth Partners
Ohio
$28.3M -$593K -4,670 -2%
WIM
484
Weitz Investment Management
Nebraska
$28M -$5.34M -42,000 -16%
FBA
485
Front Barnett Associates
Illinois
$27.8M -$43.8K -345 -0.2%
Nomura Holdings
486
Nomura Holdings
Japan
$27.6M +$11.5M +92,528 +72%
KHLMVGHM
487
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$27.6M +$997K +7,847 +4%
X
488
Xponance
Pennsylvania
$27.6M +$636K +5,006 +2%
EMPI
489
Elo Mutual Pension Insurance
Finland
$27.5M +$25.5M +200,589 +1,247%
MG
490
Markel Group
Virginia
$27.5M -$102K -800 -0.4%
AR
491
Advisory Research
Illinois
$27.5M +$3.8M +29,902 +16%
DJSG
492
D.J. St. Germain
Massachusetts
$27.4M +$272K +2,137 +1%
CCM
493
Covington Capital Management
California
$27.4M +$36.6K +288 +0.1%
MAA
494
Matrix Asset Advisors
New York
$27.4M +$142K +1,121 +0.5%
RIG
495
Roosevelt Investment Group
New York
$27.3M -$59.9K -471 -0.2%
FNT
496
First National Trust
Pennsylvania
$27.1M +$144K +1,131 +0.5%
SAM
497
Silvercrest Asset Management
New York
$27M -$540K -4,249 -2%
JIC
498
Johnson Investment Counsel
Ohio
$26.9M +$24.3K +191 +0.1%
FFIC
499
First Fiduciary Investment Counsel
Ohio
$26.8M -$567K -4,459 -2%
HCMNY
500
Howard Capital Management (New York)
New York
$26.8M +$403K +3,170 +2%
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