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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 %
SH
501
SeaTown Holdings
Singapore
$26.7M +$26.7M +210,000 New
FFA
502
First Foundation Advisors
California
$26.5M +$25K +197 +0.1%
SYBT
503
Stock Yards Bank & Trust
Kentucky
$26.4M +$396K +3,115 +2%
NIM
504
Northeast Investment Management
Massachusetts
$26.3M +$675K +5,309 +3%
EGA
505
Eagle Global Advisors
Texas
$26.2M -$210K -1,652 -0.8%
Cetera Investment Advisers
506
Cetera Investment Advisers
Illinois
$26.2M +$18.3M +143,795 +231%
GGS
507
Galvin Gaustad & Stein
Arizona
$26M +$26M +204,518 New
ONB
508
Old National Bancorp
Indiana
$25.7M -$365K -2,874 -1%
ESBC
509
E.S. Barr & Co
Kentucky
$25.7M +$1.33M +10,435 +5%
BPCE
510
Bank Pictet & Cie (Europe)
Germany
$25.6M +$30.5K +240 +0.1%
SRC
511
Shufro Rose & Co
New York
$25.6M -$270K -2,125 -1%
JCM
512
Janney Capital Management
Pennsylvania
$25.5M -$1.04M -8,209 -4%
AIMCA
513
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.5M -$7.69M -60,500 -23%
NSIM
514
North Star Investment Management
Illinois
$25.4M -$9.63M -75,808 -27%
MIS
515
Morningstar Investment Services
Illinois
$25.4M -$1.1M -8,668 -4%
BIC
516
Beach Investment Counsel
Pennsylvania
$25.4M +$828K +6,515 +3%
SIM
517
Sentry Investment Management
Wisconsin
$24.7M +$1.49M +11,688 +6%
CA
518
Clearstead Advisors
Ohio
$24.7M +$548K +4,309 +2%
NMERB
519
New Mexico Educational Retirement Board
New Mexico
$24.5M -$343K -2,700 -1%
ICP
520
Ironvine Capital Partners
Nebraska
$24.4M -$2.88M -22,683 -11%
HP
521
Hosking Partners
United Kingdom
$24.3M -$808K -6,358 -3%
SCM
522
Snow Capital Management
Pennsylvania
$24.2M -$67.5K -531 -0.3%
CTI
523
Community Trust & Investment
Kentucky
$24.1M -$4.41M -34,695 -15%
KRS
524
Kentucky Retirement Systems
Kentucky
$24.1M +$1.57M +12,382 +7%
LSERS
525
Louisiana State Employees Retirement System
Louisiana
$24M +$4.37M +34,400 +22%
19 20
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