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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 %
OPCM
626
Osborne Partners Capital Management
California
$18.1M +$1.18M +9,264 +7%
KWM
627
Kingsview Wealth Management
Oregon
$18M +$2.02M +15,893 +13%
GJCM
628
Grand Jean Capital Management
California
$18M +$18M +141,569 New
PCM
629
Parsons Capital Management
Rhode Island
$18M -$16.8K -132 -0.1%
AMI
630
Amica Mutual Insurance
Rhode Island
$17.9M – – –
HAG
631
HighPoint Advisor Group
Illinois
$17.9M +$5.84M +41,840 +49%
QIM
632
Quest Investment Management
Oregon
$17.9M -$3.93M -30,892 -18%
TCOV
633
Trust Company of Vermont
Vermont
$17.8M +$698K +5,493 +4%
BDS
634
Banco de Sabadell
Florida
$17.8M +$6.51M +51,645 +58%
TIP
635
Torray Investment Partners
Maryland
$17.7M -$143K -1,128 -0.8%
NRS
636
Neville Rodie & Shaw
New York
$17.7M -$796K -6,261 -4%
Man Group
637
Man Group
United Kingdom
$17.6M -$9.76M -76,823 -36%
BPC
638
Banque Pictet & Cie
Switzerland
$17.6M +$151K +1,191 +0.9%
DIA
639
Davidson Investment Advisors
Montana
$17.5M -$249K -1,960 -1%
RFA
640
Reilly Financial Advisors
California
$17.5M +$382K +3,010 +2%
AWM
641
Absher Wealth Management
North Carolina
$17.4M +$868K +6,832 +5%
CAM
642
Cresset Asset Management
Illinois
$17.4M +$488K +3,843 +3%
CIM
643
Courant Investment Management
Tennessee
$17.4M -$3.81M -30,000 -18%
MC
644
Middleton & Co
Massachusetts
$17.3M +$858K +6,756 +5%
PCH
645
Polar Capital Holdings
United Kingdom
$17.2M +$17.2M +135,675 New
TYCC
646
Texas Yale Capital Corp
Florida
$17.2M +$38.1K +300 +0.2%
NEI
647
Northwest & Ethical Investments
Ontario, Canada
$17.2M +$2.73M +21,459 +19%
Jones Financial Companies
648
Jones Financial Companies
Missouri
$17.2M -$274K -2,154 -2%
FMLI
649
Fukoku Mutual Life Insurance
Japan
$17.2M -$1.08M -8,500 -6%
VV
650
Verity & Verity
South Carolina
$17.2M +$1.07M +7,727 +7%
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