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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 %
JIR
576
James Investment Research
Ohio
$20.6M -$672K -5,289 -3%
WIA
577
Wealthstreet Investment Advisors
Texas
$20.5M -$239K -1,881 -1%
ACM
578
Azimuth Capital Management
Michigan
$20.4M +$75.9K +597 +0.4%
MSR
579
Main Street Research
Connecticut
$20.4M +$1.49M +11,714 +8%
WAM
580
Wilsey Asset Management
California
$20.4M -$217K -1,709 -1%
M2MC
581
Matthew 25 Management Corp
Pennsylvania
$20.3M -$635K -5,000 -3%
Wealthfront Advisers
582
Wealthfront Advisers
California
$20.3M +$2.4M +18,857 +13%
TU
583
TDAM USA
Ontario, Canada
$20.2M +$15K +118 +0.1%
SDJVC
584
St. Denis J. Villere & Co
Louisiana
$20.1M +$331K +2,604 +2%
CCMD
585
Cypress Capital Management (Delaware)
Delaware
$20M -$158K -1,245 -0.8%
CTA
586
Chesley Taft & Associates
Illinois
$20M -$4.18M -32,920 -17%
MIM
587
Marco Investment Management
Georgia
$20M -$93.4K -735 -0.5%
LG
588
LaFleur & Godfrey
Michigan
$19.9M +$383K +3,013 +2%
WIC
589
Willis Investment Counsel
Georgia
$19.9M +$2.22M +17,500 +13%
OA
590
Oak Associates
Ohio
$19.9M +$17.7M +139,252 +819%
TAM
591
Tocqueville Asset Management
New York
$19.8M +$3.37M +26,501 +20%
PI
592
PFS Investments
Georgia
$19.7M +$5.51M +39,913 +39%
SC
593
SouthState Corp
Florida
$19.7M -$417K -3,279 -2%
BAMF
594
BI Asset Management Fondsmaeglerselskab
Denmark
$19.7M +$3.29M +25,903 +20%
VM
595
Venator Management
Pennsylvania
$19.7M +$19.7M +154,742 New
KIA
596
KCM Investment Advisors
California
$19.7M +$409K +3,221 +2%
CA
597
Cetera Advisors
Colorado
$19.6M +$298K +2,345 +2%
BCP
598
Blue Chip Partners
Michigan
$19.6M +$1.83M +14,372 +10%
WAS
599
Wesleyan Assurance Society
United Kingdom
$19.5M – – –
GW
600
GW & Wade
Massachusetts
$19.5M +$6.03M +47,443 +45%
22 23
24
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