JPM icon

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 %
CSUI
801
Cincinnati Specialty Underwriters Insurance
Ohio
$11.8M – – –
PAM
802
Peak Asset Management
Colorado
$11.8M +$159K +1,251 +1%
UAS
803
United Asset Strategies
New York
$11.8M +$478K +3,759 +4%
MFS
804
Mirabella Financial Services
United Kingdom
$11.8M +$10.7M +83,858 +965%
OCM
805
Oakwood Capital Management
California
$11.7M -$170K -1,334 -1%
GLLW
806
Graves Light Lenhart Wealth
Virginia
$11.7M -$24.4K -192 -0.2%
FNFDCM
807
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.7M -$96.6K -760 -0.8%
PIM
808
Penobscot Investment Management
Massachusetts
$11.6M +$179K +1,410 +2%
DY
809
Dowling & Yahnke
California
$11.6M +$11.4K +90 +0.1%
EAMA
810
EFG Asset Management (Americas)
Florida
$11.6M +$451K +3,542 +4%
WCMN
811
Westchester Capital Management (Nebraska)
Nebraska
$11.6M -$79.4K -625 -0.7%
MYAM
812
Meiji Yasuda Asset Management
Japan
$11.5M -$347K -2,730 -3%
RPC
813
Rossmore Private Capital
Connecticut
$11.5M +$481K +3,789 +4%
EWM
814
Edge Wealth Management
New York
$11.5M -$1.91M -15,085 -14%
CFC
815
Cincinnati Financial Corp
Ohio
$11.4M – – –
HVIA
816
Hudson Valley Investment Advisors
New York
$11.3M +$57.2K +450 +0.5%
CC
817
Courier Capital
New York
$11.3M +$85.9K +676 +0.8%
SB
818
Simmons Bank
Arkansas
$11.3M -$572K -4,500 -5%
FAT
819
First American Trust
California
$11.2M +$3.93M +30,895 +54%
LIM
820
Leavell Investment Management
Alabama
$11.2M -$93.4K -735 -0.8%
AC
821
Alexandria Capital
Virginia
$11.2M -$92.6K -729 -0.8%
TCA
822
Transcend Capital Advisors
New Jersey
$11.1M +$2.69M +21,140 +32%
BIA
823
Biondo Investment Advisors
Pennsylvania
$11.1M -$63.5K -500 -0.6%
CCFCSB
824
Cape Cod Five Cents Savings Bank
Massachusetts
$11.1M -$674K -5,306 -6%
UOC
825
UBS O'Connor
Illinois
$11.1M +$11.1M +87,000 New
31 32
33
34 35