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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 %
AIM
951
AMI Investment Management
Indiana
$8.45M -$13.9K -109 -0.2%
BBNA
952
Bremer Bank National Association
Minnesota
$8.45M -$36.7K -289 -0.4%
FPCG
953
Fort Pitt Capital Group
Pennsylvania
$8.45M +$23K +181 +0.3%
FMBTD
954
First Midwest Bank Trust Division
Illinois
$8.43M -$236K -1,860 -3%
GAB
955
German American Bancorp
Indiana
$8.43M +$793K +6,243 +10%
MC
956
Miramar Capital
Illinois
$8.4M +$733K +5,232 +10%
PAG
957
Private Advisory Group
Washington
$8.4M +$90.1K +709 +1%
GH
958
GAM Holding
Switzerland
$8.4M -$52.9K -416 -0.6%
AF
959
Arrow Financial
New York
$8.39M -$199K -1,569 -2%
SWM
960
Stockman Wealth Management
Montana
$8.37M -$59.1K -465 -0.7%
HFS
961
Hantz Financial Services
Michigan
$8.36M -$25.4K -200 -0.3%
IA
962
IFP Advisors
Florida
$8.34M +$656K +5,167 +9%
BRWA
963
B. Riley Wealth Advisors
Florida
$8.27M -$2.37M -18,652 -22%
APA
964
American Portfolios Advisors
New York
$8.27M +$149K +1,175 +2%
OAMG
965
Odey Asset Management Group
United Kingdom
$8.24M +$5.88M +46,260 +249%
VAS
966
Valicenti Advisory Services
New York
$8.22M -$2.67K -21 -0%
TC
967
TownSquare Capital
Utah
$8.22M +$1.77M +13,940 +27%
IPGDR
968
Investidor Profissional Gestao de Recursos
Brazil
$8.21M +$1.51M +11,853 +22%
PCIA
969
Prime Capital Investment Advisors
Kansas
$8.21M -$1.82M -14,327 -18%
QT
970
Quantbot Technologies
New York
$8.2M +$8.2M +64,537 New
ST
971
Spinnaker Trust
Maine
$8.19M +$19.4K +153 +0.2%
PPW
972
Parcion Private Wealth
Washington
$8.17M +$2.34M +18,408 +40%
HT
973
Heritage Trust
Oklahoma
$8.16M +$171K +1,348 +2%
AWA
974
ARS Wealth Advisors
Florida
$8.15M +$896K +7,049 +12%
LNC
975
Lincoln National Corp
Pennsylvania
$8.15M +$339K +2,666 +4%
37 38
39
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