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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 %
BFIC
1001
Bedell Frazier Investment Counselling
California
$7.74M -$139K -1,092 -2%
WTFG
1002
Wells Trecaso Financial Group
Ohio
$7.72M -$276K -2,175 -3%
PT
1003
Plimoth Trust
Massachusetts
$7.71M +$54K +425 +0.7%
CC
1004
Chicago Capital
Illinois
$7.68M +$18.3K +144 +0.2%
JCM
1005
Jacobi Capital Management
Pennsylvania
$7.66M +$31.6K +248 +0.4%
MCM
1006
Mengis Capital Management
Oregon
$7.65M +$186K +1,464 +2%
CC
1007
Constitution Capital
Connecticut
$7.65M +$7.65M +60,213 New
HCM
1008
HGI Capital Management
New York
$7.63M +$1.85M +14,526 +32%
BRCM
1009
Bright Rock Capital Management
Massachusetts
$7.62M – – –
NM
1010
NWI Management
New York
$7.62M – – –
WS
1011
Wedbush Securities
California
$7.62M +$353K +2,779 +5%
ISB
1012
Iowa State Bank
Iowa
$7.62M +$20.8K +164 +0.3%
RWM
1013
Rench Wealth Management
Texas
$7.6M +$124K +974 +2%
IPW
1014
Inlet Private Wealth
Florida
$7.58M -$31.8K -250 -0.4%
BFS
1015
Bard Financial Services
Connecticut
$7.54M +$7.54M +59,340 New
III
1016
Independent Investors Inc
New York
$7.52M -$254K -2,000 -3%
PCM
1017
Penserra Capital Management
California
$7.48M +$3.16M +24,864 +73%
GFA
1018
Gifford Fong Associates
California
$7.47M – – –
BWM
1019
Buckley Wealth Management
Nevada
$7.45M -$66.8K -526 -0.9%
CIC
1020
Cutler Investment Counsel
Oregon
$7.45M +$53.1K +418 +0.7%
AA
1021
Apriem Advisors
California
$7.45M -$1.25M -9,844 -14%
FNB
1022
Farmers National Bank
Kentucky
$7.45M +$7.45M +58,621 New
FC
1023
Fulcrum Capital
Washington
$7.44M +$501K +3,942 +7%
WC
1024
Woodstock Corp
Massachusetts
$7.44M +$569K +4,477 +8%
SGCA
1025
Steel Grove Capital Advisors
Tennessee
$7.43M – – –
39 40
41
42 43