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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 %
AHC
751
Adell Harriman & Carpenter
Texas
$13.4M -$139K -1,091 -1%
BCM
752
BTC Capital Management
Iowa
$13.4M +$542K +4,259 +4%
SS
753
Simplicity Solutions
Minnesota
$13.4M +$602K +4,741 +5%
CTA
754
Colonial Trust Advisors
South Carolina
$13.4M +$123K +969 +0.9%
FFBTD
755
First Financial Bank - Trust Division
Ohio
$13.3M -$44.6K -351 -0.3%
SBIA
756
Sheaff Brock Investment Advisors
Indiana
$13.3M +$862K +6,780 +7%
NCM
757
Novare Capital Management
North Carolina
$13.2M -$54K -425 -0.4%
WC
758
Whitney & Co
New York
$13.2M -$80.3K -610 -0.6%
CBOR
759
Community Bank of Raymore
Missouri
$13.1M -$141K -1,113 -1%
BAS
760
Brown Advisory Securities
Maryland
$13.1M +$308K +2,422 +2%
CBB
761
Citizens Business Bank
California
$13.1M -$522K -4,107 -4%
CAN
762
Cetera Advisor Networks
California
$13.1M -$377K -2,963 -3%
CHCM
763
Columbus Hill Capital Management
New Jersey
$13M +$13M +102,669 New
CCM
764
Cohen Capital Management
California
$13M -$229K -1,800 -2%
BWFA
765
Baltimore-Washington Financial Advisors
Maryland
$12.9M -$121K -952 -0.9%
BCI
766
Brinker Capital Investments
Pennsylvania
$12.8M -$2.58M -20,279 -17%
WAM
767
World Asset Management
Michigan
$12.8M -$739K -5,815 -5%
AHC
768
Anderson Hoagland & Co
Missouri
$12.7M +$3.86M +30,383 +43%
MCM
769
Murphy Capital Management
New Jersey
$12.7M -$243K -1,909 -2%
GPC
770
Guardian Point Capital
Virginia
$12.7M +$12.7M +100,000 New
AJ
771
Ashburton (Jersey)
Jersey
$12.7M +$2.62M +20,615 +26%
SFS
772
Sowell Financial Services
Arkansas
$12.7M +$358K +2,816 +3%
LIA
773
LS Investment Advisors
Michigan
$12.7M +$1.32M +10,360 +12%
FCH
774
Freestone Capital Holdings
Washington
$12.6M +$1.16M +9,105 +10%
SWM
775
SVA Wealth Management
Wisconsin
$12.6M -$287K -2,256 -2%
29 30
31
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