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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 %
AUB
651
Atlantic Union Bankshares
Virginia
$17.1M -$95.4K -751 -0.6%
VIP
652
Vantage Investment Partners
Missouri
$17.1M -$2.49M -19,626 -13%
AF
653
Alerus Financial
North Dakota
$17.1M -$721K -5,674 -4%
SCA
654
Stillwater Capital Advisors
Pennsylvania
$17.1M -$37K -291 -0.2%
NPF
655
Norris Perne & French
Michigan
$16.9M +$1.04M +8,197 +7%
TCM
656
Twin Capital Management
Pennsylvania
$16.9M -$709K -5,583 -4%
PL
657
Parkwood LLC
Ohio
$16.9M +$11.6M +91,446 +219%
CIS
658
Capital International Sarl
California
$16.9M +$940K +7,401 +6%
TCM
659
Tufton Capital Management
Maryland
$16.9M +$121K +950 +0.7%
BOTW
660
Bank of the West
California
$16.9M -$597K -4,699 -3%
TSW
661
Thompson Siegel & Walmsley
Virginia
$16.8M -$219K -1,721 -1%
GCA
662
Greenwood Capital Associates
South Carolina
$16.7M +$581K +4,569 +4%
AFG
663
Albion Financial Group
Utah
$16.7M -$33.5K -264 -0.2%
CIA
664
Capital Investment Advisors
Georgia
$16.6M +$460K +3,623 +3%
KCM
665
Kanawha Capital Management
Virginia
$16.5M +$124K +973 +0.8%
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$16.5M -$106K -834 -0.6%
LC
667
Loews Corp
New York
$16.5M +$1.91M +15,000 +13%
BBVA
668
Banco Bilbao Vizcaya Argentaria
Spain
$16.5M -$1.73M -13,616 -9%
FA
669
FDx Advisors
Illinois
$16.5M +$434K +3,418 +3%
ALAM
670
Asahi Life Asset Management
Japan
$16.5M -$80.1K -630 -0.5%
AP
671
Advisor Partners
California
$16.5M +$246K +1,933 +2%
TEC
672
Tiger Eye Capital
Tennessee
$16.5M +$15.2M +119,653 +1,220%
FFM
673
Fullerton Fund Management
Singapore
$16.4M +$16.4M +128,947 New
GC
674
Gratus Capital
Georgia
$16.3M +$891K +7,009 +6%
Lido Advisors
675
Lido Advisors
California
$16.3M +$3.79M +29,865 +30%
25 26
27
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