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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 %
CWM
726
Cabot Wealth Management
Massachusetts
$14.3M +$976K +7,683 +7%
GWM
727
Geneos Wealth Management
Colorado
$14.2M +$3.25M +25,433 +30%
SGK
728
Steigerwald Gordon & Koch
Virginia
$14.2M +$381K +3,001 +3%
LIP
729
Liontrust Investment Partners
United Kingdom
$14.2M +$14.2M +111,700 New
B
730
Bailard
California
$14.2M +$461K +3,631 +3%
BUB
731
BBVA USA Bancshares
Texas
$14.2M -$473K -3,719 -3%
JPMIA
732
J.P. Marvel Investment Advisors
Massachusetts
$14.2M +$15.9K +125 +0.1%
DMC
733
Drexel Morgan & Co
Pennsylvania
$14.2M – – –
BONST
734
Bank of Nova Scotia Trust
Ontario, Canada
$14.2M +$4.63M +36,434 +48%
GIM
735
Grassi Investment Management
California
$14.1M -$1.92M -15,122 -12%
GCA
736
Guardian Capital Advisors
Ontario, Canada
$14M -$197K -1,568 -1%
RCP
737
Rothschild Capital Partners
New York
$13.8M +$287K +2,260 +2%
ECM
738
Evergreen Capital Management
Washington
$13.8M +$2.3M +18,137 +20%
CANC
739
Culbertson A N & Co
Virginia
$13.7M -$49.9K -393 -0.4%
DP
740
Dearborn Partners
Illinois
$13.6M +$1.4M +11,024 +11%
FG
741
Fiduciary Group
Georgia
$13.6M -$65.7K -472 -0.5%
FM
742
Freemont Management
Switzerland
$13.6M +$13.6M +107,000 New
TPCW
743
TD Private Client Wealth
New York
$13.6M -$923K -7,267 -6%
HLCM
744
Hi-Line Capital Management
South Dakota
$13.6M -$3.85M -30,295 -22%
Credit Agricole
745
Credit Agricole
France
$13.5M +$45.9K +361 +0.3%
AWCI
746
Alpine Woods Capital Investors
New York
$13.5M +$2.06M +16,215 +18%
CI
747
Cigna Investments
Connecticut
$13.5M +$1.03M +8,073 +8%
NWM
748
Nicola Wealth Management
British Columbia, Canada
$13.5M +$2.8M +22,000 +26%
PNAA
749
Pictet North America Advisors
Switzerland
$13.5M +$24.3K +191 +0.2%
PI
750
PEAK6 Investments
Illinois
$13.5M +$7.2M +56,641 +114%
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