JPM icon

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 %
Acadian Asset Management
551
Acadian Asset Management
Massachusetts
$21.9M -$16.3M -128,648 -43%
AHB
552
Abner Herrman & Brock
New Jersey
$21.9M +$4.83K +38 +0%
PMAM
553
Picton Mahoney Asset Management
Ontario, Canada
$21.9M -$2.16M -16,991 -9%
TBA
554
Tower Bridge Advisors
Pennsylvania
$21.9M +$3.68M +28,971 +20%
LBC
555
Lowe Brockenbrough & Co
Virginia
$21.9M -$106K -835 -0.5%
AB
556
Amalgamated Bank
New York
$21.8M -$50.1K -394 -0.2%
DWM
557
Destination Wealth Management
California
$21.7M +$366K +2,878 +2%
RIL
558
Rothschild Investment LLC
Illinois
$21.6M +$27.7K +218 +0.1%
CAM
559
Congress Asset Management
Massachusetts
$21.6M +$1.08M +8,504 +5%
CDH
560
Charles D. Hyman
$21.4M +$140K +1,099 +0.7%
DWM
561
Doyle Wealth Management
Florida
$21.4M +$117K +917 +0.5%
CAM
562
Carret Asset Management
New York
$21.3M -$426K -3,355 -2%
NMIMC
563
Northwestern Mutual Investment Management Company
Wisconsin
$21.3M -$13.3K -105 -0.1%
OC
564
Oakworth Capital
Alabama
$21.2M +$1.19M +9,404 +6%
ECG
565
Edge Capital Group
Georgia
$21.1M +$1.02M +8,054 +5%
HR
566
Howe & Rusling
New York
$21M -$406K -3,195 -2%
BCM
567
BTR Capital Management
California
$21M -$84.8K -667 -0.4%
LCM
568
Logan Capital Management
Pennsylvania
$20.9M -$736K -5,795 -3%
CFG
569
Citizens Financial Group
Rhode Island
$20.9M +$12.5M +98,351 +149%
SGAM
570
Smith Group Asset Management
Texas
$20.8M -$551K -4,324 -3%
CA
571
Cornerstone Advisors
North Carolina
$20.8M +$8.77M +69,000 +73%
AP
572
Appleton Partners
Massachusetts
$20.8M +$128K +1,009 +0.6%
TRCT
573
Tower Research Capital (TRC)
New York
$20.7M +$11.9M +93,656 +135%
AWM
574
AE Wealth Management
Kansas
$20.6M +$341K +2,684 +2%
TNB
575
Thomasville National Bank
Georgia
$20.6M +$249K +1,959 +1%
21 22
23
24 25