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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 %
SGA
926
Strategic Global Advisors
California
$8.97M +$35.3K +278 +0.4%
MMA
927
Miracle Mile Advisors
California
$8.9M +$416K +3,276 +5%
ECM
928
Everence Capital Management
Indiana
$8.89M -$694K -5,465 -7%
FTC
929
Farmers Trust Company
Ohio
$8.87M -$336K -2,642 -4%
GAM
930
Griffin Asset Management
New York
$8.81M +$109K +857 +1%
O
931
Ossiam
France
$8.78M +$1.64M +12,927 +23%
IA
932
Icon Advisers
Colorado
$8.78M +$3.43M +26,987 +64%
KWMG
933
King Wealth Management Group
Florida
$8.78M +$244K +1,921 +3%
SIC
934
SFE Investment Counsel
California
$8.75M +$593K +4,663 +7%
OSNBOA
935
Old Second National Bank of Aurora
Illinois
$8.74M +$590K +4,641 +7%
FA
936
Fagan Associates
New York
$8.71M +$254 +2 +0%
PAM
937
Palisade Asset Management
Minnesota
$8.69M +$2.77M +21,822 +47%
Tudor Investment Corp
938
Tudor Investment Corp
Connecticut
$8.62M +$8.62M +67,804 New
SIM
939
Sonora Investment Management
Arizona
$8.62M +$2.26M +17,769 +36%
AAM
940
Autus Asset Management
Arizona
$8.59M -$549K -4,316 -6%
CAM
941
Close Asset Management
United Kingdom
$8.55M -$11.9K -94 -0.1%
GL
942
Graypoint LLC
New York
$8.55M -$999K -7,861 -10%
SC
943
Skylands Capital
Wisconsin
$8.54M -$953K -7,500 -10%
BS
944
Boenning & Scattergood
Pennsylvania
$8.53M -$183K -1,442 -2%
BOC
945
Barbara Oil Co
Illinois
$8.51M – – –
VWA
946
Visionary Wealth Advisors
Illinois
$8.51M -$186K -1,465 -2%
TCM
947
Telos Capital Management
California
$8.51M -$9.02K -71 -0.1%
PAS
948
Park Avenue Securities
New York
$8.47M +$789K +6,205 +10%
Wealth Enhancement Advisory Services
949
Wealth Enhancement Advisory Services
Minnesota
$8.47M -$2.44M -17,607 -22%
TF
950
Tompkins Financial
New York
$8.45M +$474K +3,730 +6%
36 37
38
39 40