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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 %
IAA
601
Independent Advisor Alliance
North Carolina
$19.4M +$1.81M +14,213 +10%
WBG
602
Wharton Business Group
Pennsylvania
$19.3M +$206K +1,625 +1%
MIM
603
Manitou Investment Management
Ontario, Canada
$19.3M +$263K +2,070 +1%
FBP
604
Flippin Bruce & Porter
Virginia
$19.3M -$477K -3,755 -2%
LS
605
Livforsakringsbolaget Skandia
Sweden
$19.2M +$1.52M +12,000 +9%
RT
606
Rockland Trust
Massachusetts
$19M +$2.13M +16,724 +13%
CCP
607
Clough Capital Partners
Massachusetts
$19M -$6.05M -47,650 -24%
BBA
608
BLB&B Advisors
Pennsylvania
$18.9M +$1.55M +12,184 +9%
QI
609
QS Investors
New York
$18.9M -$295K -2,324 -2%
PAM
610
Private Asset Management
California
$18.9M -$441K -3,470 -2%
Citadel Advisors
611
Citadel Advisors
Florida
$18.9M -$415M -3,268,822 -96%
GI
612
Gradient Investments
Minnesota
$18.7M -$174K -1,807 -0.9%
NCM
613
Narwhal Capital Management
Georgia
$18.7M +$801K +6,302 +4%
RMC
614
Resources Management Corp
Connecticut
$18.7M -$49.3K -388 -0.3%
RE
615
RBC Europe
United Kingdom
$18.6M +$859K +6,762 +5%
PP
616
Patten & Patten
Tennessee
$18.5M +$502K +3,950 +3%
FDCC
617
Foster Dykema Cabot & Co
Massachusetts
$18.5M +$5.44M +42,843 +42%
FAB
618
First American Bank
Illinois
$18.5M +$460K +3,617 +3%
NCM
619
Noesis Capital Mangement
Florida
$18.4M -$58.8K -463 -0.3%
IC
620
IEQ Capital
California
$18.4M +$1.66M +13,094 +10%
MCM
621
Maple Capital Management
Vermont
$18.3M +$278K +2,186 +2%
AI
622
Atria Investments
North Carolina
$18.2M +$197K +1,548 +1%
MCM
623
McKinley Capital Management
Alaska
$18.2M +$1.18M +9,320 +7%
RGI
624
River Global Investors
United Kingdom
$18.1M +$4.89M +38,546 +37%
AAP
625
Aristotle Atlantic Partners
Florida
$18.1M +$621K +4,885 +4%
23 24
25
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