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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 %
OMC
701
Overbrook Management Corp
New York
$15.2M -$40.7K -320 -0.3%
M
702
MOTCO
Texas
$15.1M -$466K -3,665 -3%
JMFC
703
J.M. Forbes & Co
Massachusetts
$15.1M +$168K +1,325 +1%
BBHC
704
Brown Brothers Harriman & Co
New York
$15M +$1.1M +8,624 +8%
WFMPM
705
Woodley Farra Manion Portfolio Management
Indiana
$15M +$1.52M +11,986 +11%
UR
706
USCA RIA
Texas
$14.9M -$931K -7,324 -6%
MIA
707
MainStreet Investment Advisors
Illinois
$14.9M -$696K -5,479 -4%
CWM
708
Calamos Wealth Management
Illinois
$14.9M -$2M -15,746 -12%
NB
709
NBT Bank
New York
$14.9M -$1.01M -7,985 -6%
VIM
710
Vancity Investment Management
British Columbia, Canada
$14.8M +$14.8M +116,726 New
VW
711
Vantage Wealth
California
$14.8M +$275K +2,165 +2%
NFC
712
Northeast Financial Consultants
Connecticut
$14.7M -$11M -86,740 -43%
EWM
713
Endurance Wealth Management
Rhode Island
$14.7M +$101K +795 +0.7%
AC
714
Alley Company
Illinois
$14.7M -$45.4M -357,637 -76%
BNP Paribas Asset Management
715
BNP Paribas Asset Management
France
$14.6M -$970K -7,630 -6%
B
716
BP
United Kingdom
$14.6M -$15.1M -119,058 -51%
BCM
717
Bourgeon Capital Management
Connecticut
$14.6M -$50.4K -397 -0.3%
CNC
718
Canandaigua National Corp
New York
$14.6M -$2.13M -16,743 -13%
SCA
719
Stonebridge Capital Advisors
Minnesota
$14.6M +$336K +2,641 +2%
NB
720
Norinchukin Bank
Japan
$14.6M +$111K +871 +0.8%
MA
721
Montag & Associates
Georgia
$14.5M +$472K +3,713 +3%
BCV
722
Banque Cantonale Vaudoise
Switzerland
$14.4M -$7.88K -62 -0.1%
LW
723
Linscomb Wealth
Texas
$14.4M +$370K +2,913 +3%
RAM
724
Rempart Asset Management
Canada
$14.3M +$14.3M +112,883 New
IRF
725
IBM Retirement Fund
New York
$14.3M +$1.18M +9,310 +9%
27 28
29
30 31