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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 %
V
526
Veritable
Delaware
$23.8M -$525K -4,132 -2%
ABTD
527
Arvest Bank Trust Division
Oklahoma
$23.7M -$100K -788 -0.4%
SSWM
528
Smith Salley Wealth Management
North Carolina
$23.7M +$750K +5,903 +3%
Mercer Global Advisors
529
Mercer Global Advisors
Colorado
$23.5M -$1.86M -14,663 -7%
HCM
530
Hilton Capital Management
New York
$23.3M +$23.3M +183,224 New
SCP
531
Sandhill Capital Partners
New York
$23.2M -$172K -1,351 -0.7%
SIA
532
Sit Investment Associates
Minnesota
$23.2M -$842K -6,630 -4%
Pacer Advisors
533
Pacer Advisors
Pennsylvania
$23.1M -$3.46M -27,198 -13%
SAM
534
Shell Asset Management
Netherlands
$23.1M -$2.57M -20,220 -10%
ELC
535
Edgar Lomax Company
Virginia
$23M -$407K -3,200 -2%
SSB
536
Sandy Spring Bank
Maryland
$22.9M +$10.3K +81 +0%
UIM
537
USS Investment Management
United Kingdom
$22.8M -$216K -1,700 -0.9%
MCI
538
McDonald Capital Investors
California
$22.7M -$457K -3,600 -2%
DRZID
539
DePrince Race & Zollo Inc (DRZ)
Florida
$22.7M +$5.08K +40 +0%
CTC
540
Central Trust Company
Missouri
$22.7M -$325K -2,558 -1%
PCM
541
Palisade Capital Management
New Jersey
$22.6M -$987K -7,769 -4%
AAIM
542
American Assets Investment Management
California
$22.6M – – –
IMRF
543
Illinois Municipal Retirement Fund
Illinois
$22.5M +$16.4M +128,977 +266%
FNBT
544
FineMark National Bank & Trust
Florida
$22.5M -$494K -3,885 -2%
RC
545
Randolph Company
Ohio
$22.3M +$3.56K +28 +0%
GL
546
Gemsstock Ltd
United Kingdom
$22.2M +$11.2M +87,900 +101%
DDPIC
547
Deroy & Devereaux Private Investment Counsel
Michigan
$22.2M -$1.46M -11,494 -6%
SIC
548
Salem Investment Counselors
North Carolina
$22.1M +$378K +2,974 +2%
BAAM
549
Baker Avenue Asset Management
California
$22M -$123K -968 -0.6%
CCMIC
550
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$22M +$371K +2,920 +2%
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