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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 %
DMIC
676
Dixon Mitchell Investment Counsel
British Columbia, Canada
$16.2M +$2.96M +23,284 +22%
TIAM
677
TT International Asset Management
United Kingdom
$16.1M +$16.1M +127,031 New
OCAM
678
Onex Canada Asset Management
Ontario, Canada
$16.1M +$77.4K +609 +0.5%
KWILP
679
Kiwi Wealth Investments Limited Partnership
New Zealand
$16M -$2.02M -15,891 -11%
SPC
680
Sigma Planning Corp
Michigan
$16M +$3.2M +25,216 +25%
CA
681
Callahan Advisors
Texas
$15.9M +$59.7K +470 +0.4%
MI
682
Markston International
New York
$15.8M -$774K -6,092 -5%
Wolverine Trading
683
Wolverine Trading
Illinois
$15.8M -$3.25M -25,915 -17%
RC
684
RBO & Co
California
$15.8M -$116K -913 -0.7%
CRM
685
Cramer Rosenthal McGlynn
Connecticut
$15.8M +$3.58M +28,144 +29%
MC
686
Moors & Cabot
Massachusetts
$15.7M -$266K -2,096 -2%
CIS
687
Connors Investor Services
Pennsylvania
$15.7M -$590K -4,641 -4%
CA
688
Cullinan Associates
Kentucky
$15.6M +$139K +1,092 +0.9%
HF
689
HRT Financial
New York
$15.6M +$15.6M +122,579 New
KAS
690
Kemnay Advisory Services
New York
$15.6M – – –
FHA
691
First Horizon Advisors
Tennessee
$15.6M +$53K +417 +0.3%
BG
692
Bollard Group
Massachusetts
$15.6M -$786K -6,189 -5%
PA
693
Profund Advisors
Maryland
$15.5M +$5.94M +46,746 +62%
BHIA
694
Birch Hill Investment Advisors
Massachusetts
$15.4M +$164K +1,289 +1%
FPCM
695
Financial Partners Capital Management
New York
$15.4M +$136K +1,073 +0.9%
UBV
696
United Bank (Virginia)
Virginia
$15.3M +$77.8K +612 +0.5%
AF
697
Ally Financial
Michigan
$15.2M +$2.54M +20,000 +20%
CGM
698
Capital Growth Management
Massachusetts
$15.2M +$15.2M +120,000 New
WB
699
Webster Bank
Connecticut
$15.2M -$780K -6,135 -5%
TNB
700
TCF National Bank
South Dakota
$15.2M -$714K -5,621 -4%
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