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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 %
LWANC
1026
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.41M +$92.2K +726 +1%
PTC
1027
Philadelphia Trust Company
Pennsylvania
$7.4M +$34.8K +274 +0.5%
FMC
1028
First Merchants Corp
Indiana
$7.39M +$70K +551 +1%
VI
1029
Vestcor Inc
New Brunswick, Canada
$7.38M -$655K -5,153 -8%
UFG
1030
United Fire Group
Iowa
$7.34M – – –
SCM
1031
Schnieders Capital Management
California
$7.33M +$405K +3,184 +6%
GG
1032
Greenwood Gearhart
Arkansas
$7.32M +$604K +4,751 +9%
SCA
1033
Spearhead Capital Advisors
Florida
$7.3M +$666K +5,244 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
1034
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.29M -$140K -1,103 -2%
CFA
1035
Carroll Financial Associates
North Carolina
$7.27M +$42.2K +332 +0.6%
BMM
1036
Buffington Mohr McNeal
Idaho
$7.27M -$264K -2,078 -4%
FMWA
1037
Forvis Mazars Wealth Advisors
Missouri
$7.27M +$224K +1,760 +3%
CF
1038
CNA Financial
Illinois
$7.24M -$2.92M -23,000 -29%
APA
1039
Allegiant Private Advisors
Florida
$7.22M +$7.22M +56,842 New
LFAS
1040
Level Four Advisory Services
Texas
$7.21M -$511K -4,024 -7%
ECM
1041
Exchange Capital Management
Michigan
$7.2M +$378K +2,973 +6%
BAM
1042
Brave Asset Management
New Jersey
$7.18M -$30.6K -241 -0.4%
FCT
1043
Family Capital Trust
Massachusetts
$7.18M – – –
WIS
1044
Wright Investors Service
Connecticut
$7.14M -$173K -1,364 -2%
BCM
1045
Brookstone Capital Management
Illinois
$7.12M +$536K +4,221 +8%
MRCM
1046
M&R Capital Management
New Jersey
$7.12M -$693K -5,463 -9%
MYLI
1047
Meiji Yasuda Life Insurance
Japan
$7.1M -$1.1M -8,693 -13%
DR
1048
Davis Rea
Ontario, Canada
$7.1M +$135K +1,063 +2%
GT
1049
Greenleaf Trust
Michigan
$7.09M +$632K +4,971 +10%
DWM
1050
Dakota Wealth Management
Florida
$7.09M +$2M +15,724 +39%
40 41
42
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