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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 %
ERIM
851
Eagle Ridge Investment Management
Connecticut
$10.4M -$255K -2,004 -2%
HFS
852
Haverford Financial Services
Pennsylvania
$10.4M -$1.69M -13,284 -14%
NSEDCP
853
NJ State Employees Deferred Compensation Plan
New Jersey
$10.4M – – –
FM
854
Foster & Motley
Ohio
$10.4M -$836K -6,576 -7%
SW
855
SteelPeak Wealth
California
$10.4M +$434K +3,416 +4%
BFEC
856
Benjamin F. Edwards & Company
Missouri
$10.4M -$80.3K -632 -0.8%
AC
857
Addenda Capital
Quebec, Canada
$10.4M +$639K +5,026 +7%
WAM
858
Winslow Asset Management
Ohio
$10.4M -$179K -1,409 -2%
1SB
859
1ST Source Bank
Indiana
$10.4M -$1.37M -10,769 -12%
CB
860
Community Bank
New York
$10.3M -$357K -2,813 -3%
VAS
861
Vestmark Advisory Solutions
Massachusetts
$10.3M -$13.5K -106 -0.1%
WI
862
Wintrust Investments
Illinois
$10.3M -$1.87M -14,728 -15%
RP
863
Rice Partnership
Hawaii
$10.3M +$241K +1,896 +2%
WF
864
WoodTrust Financial
Wisconsin
$10.3M -$154K -1,210 -1%
WSTAM
865
Wilbanks Smith & Thomas Asset Management
Virginia
$10.3M +$7.16M +56,326 +229%
PTC
866
Private Trust Company
Ohio
$10.3M -$886K -6,971 -8%
BFIM
867
Beese Fulmer Investment Management
Ohio
$10.3M -$67.2K -529 -0.7%
DA
868
Denali Advisors
California
$10.2M -$1.88M -14,800 -16%
SHGA
869
Sand Hill Global Advisors
California
$10.2M +$185K +1,454 +2%
VDBMI
870
Van Den Berg Management I
Texas
$10.2M -$221K -1,740 -2%
GCM
871
Graham Capital Management
Connecticut
$10.2M -$8.89M -70,000 -47%
RIM
872
Redpoint Investment Management
Australia
$10.2M +$551K +4,338 +6%
SAM
873
Strategy Asset Managers
California
$10.1M -$412K -3,246 -4%
FC
874
Ferris Capital
Massachusetts
$10.1M +$13.3K +105 +0.1%
FHC
875
First Horizon Corporation
Tennessee
$10.1M -$8.35M -65,673 -45%
33 34
35
36 37