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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 %
PTB
901
Pioneer Trust Bank
Oregon
$9.59M -$343K -2,697 -3%
ANTB
902
AMG National Trust Bank
Colorado
$9.59M +$135K +1,066 +1%
WCA
903
Waratah Capital Advisors
Ontario, Canada
$9.57M +$7.82M +61,522 +446%
MP
904
MSD Partners
New York
$9.53M – – –
NC
905
Naman Capital
Brazil
$9.53M – – –
EAM
906
EULAV Asset Management
Florida
$9.53M +$635K +5,000 +7%
HCM
907
Harvey Capital Management
Florida
$9.46M +$5.61M +44,140 +146%
CM
908
Churchill Management
California
$9.44M -$260K -2,044 -3%
WIC
909
WealthBridge Investment Counsel
Alberta, Canada
$9.43M -$22.2K -175 -0.2%
WAS
910
Wealth Advisory Solutions
Indiana
$9.43M +$567K +4,462 +6%
PPCM
911
Pillar Pacific Capital Management
California
$9.42M -$423K -3,331 -4%
RWP
912
RWA Wealth Partners
Massachusetts
$9.39M +$845K +6,649 +10%
IAN
913
Integrated Advisors Network
Texas
$9.39M -$13.2K -104 -0.1%
PAIM
914
Punch & Associates Investment Management
Minnesota
$9.37M -$249K -1,957 -3%
HRC
915
Hoertkorn Richard Charles
$9.34M -$56.5K -445 -0.6%
WSCM
916
Wellington Shields Capital Management
New York
$9.32M -$247K -1,944 -3%
FHB
917
First Hawaiian Bank
Hawaii
$9.31M -$839K -6,599 -8%
LWM
918
Lyell Wealth Management
California
$9.28M +$393K +3,089 +4%
TA
919
TruWealth Advisors
Louisiana
$9.25M +$9.25M +72,783 New
JWM
920
JGP Wealth Management
Oregon
$9.23M +$200K +1,450 +2%
TCOT
921
Trust Company of Toledo
Ohio
$9.2M +$371K +2,921 +4%
RM
922
Resource Management
Louisiana
$9.19M +$36.6K +288 +0.4%
SAM
923
Socorro Asset Management
Texas
$9.04M +$9.04M +71,131 New
LNWWM
924
Laird Norton Wetherby Wealth Management
California
$9.03M +$543K +4,271 +6%
WCM
925
Whitener Capital Management
North Carolina
$9M -$12.7K -100 -0.1%
35 36
37
38 39