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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 %
KRSITF
826
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$11M +$880K +6,924 +9%
DLCIG
827
D.L. Carlson Investment Group
New Hampshire
$11M -$154K -1,215 -1%
BHWM
828
Bar Harbor Wealth Management
New Hampshire
$10.9M +$211K +1,657 +2%
QI
829
QV Investors
Alberta, Canada
$10.9M -$1.18M -9,310 -10%
LMIM
830
Lockheed Martin Investment Management
Maryland
$10.9M -$1.19M -9,400 -10%
DBT
831
Dubuque Bank & Trust
Iowa
$10.9M +$180K +1,419 +2%
RBA
832
Richard Bernstein Advisors
New York
$10.8M – – –
GAI
833
General American Investors
New York
$10.8M – – –
AIP
834
Ameritas Investment Partners
Nebraska
$10.7M -$505K -3,977 -4%
RWA
835
Ropes Wealth Advisors
Massachusetts
$10.7M +$1.94M +15,259 +22%
NEAM
836
New England Asset Management
Connecticut
$10.7M +$178K +1,400 +2%
PP
837
Prospector Partners
Connecticut
$10.7M +$1.35M +10,600 +14%
LNB
838
Ledyard National Bank
$10.7M -$484K -3,808 -4%
JAM
839
JCIC Asset Management
Ontario, Canada
$10.7M +$243K +1,915 +2%
TIM
840
Thompson Investment Management
Wisconsin
$10.7M +$118K +929 +1%
H
841
HoyleCohen
California
$10.7M +$195K +1,533 +2%
EH
842
Equitable Holdings
New York
$10.6M +$201K +1,583 +2%
AC
843
Allstate Corporation
Illinois
$10.6M -$3.55M -27,970 -25%
BFA
844
Bragg Financial Advisors
North Carolina
$10.6M +$290K +2,283 +3%
KHLMTHM
845
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.6M +$949K +7,470 +10%
DT
846
Diversified Trust
Tennessee
$10.5M -$586K -4,613 -5%
SAM
847
Security Asset Management
New York
$10.5M +$1.46M +11,461 +16%
1IA
848
1834 Investment Advisors
Wisconsin
$10.5M -$222K -1,745 -2%
MIC
849
Means Investment Company
Maine
$10.5M +$404K +2,903 +4%
IIM
850
Intact Investment Management
Quebec, Canada
$10.4M +$50.8K +400 +0.5%
32 33
34
35 36