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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 %
WCM
1076
Windward Capital Management
California
$6.68M -$1.11M -8,768 -14%
IC
1077
Intersect Capital
California
$6.68M +$250K +1,967 +4%
RWA
1078
River Wealth Advisors
Pennsylvania
$6.68M +$231K +1,819 +4%
BIM
1079
Baldwin Investment Management
Pennsylvania
$6.66M +$587K +4,620 +10%
SBF
1080
Sara-Bay Financial
Florida
$6.65M +$83K +653 +1%
BFPW
1081
BOK Financial Private Wealth
Colorado
$6.64M -$105K -826 -2%
GCM
1082
Garland Capital Management
Washington
$6.62M +$31.8K +250 +0.5%
WIC
1083
Woodmont Investment Counsel
Tennessee
$6.61M +$1.51M +11,875 +30%
PA
1084
Perennial Advisors
New York
$6.61M +$248K +1,950 +4%
MUAMU
1085
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.61M – – –
BFG
1086
Beacon Financial Group
Texas
$6.61M +$184K +1,297 +3%
EP
1087
Eudaimonia Partners
Tennessee
$6.6M +$204K +1,606 +3%
IMOV
1088
Investment Management of Virginia
Virginia
$6.59M +$4.96K +39 +0.1%
GC
1089
Grimes & Company
Massachusetts
$6.59M +$329K +2,585 +5%
TW
1090
Transform Wealth
Colorado
$6.59M -$3.88M -30,552 -37%
MGM
1091
Miura Global Management
New York
$6.58M -$432K -3,400 -6%
AWP
1092
Ascent Wealth Partners
New York
$6.55M -$36.2K -285 -0.5%
SBL
1093
Sargent Bickham Lagudis
Colorado
$6.53M -$206K -1,622 -3%
PGIM
1094
Pacific Global Investment Management
California
$6.53M +$293K +2,306 +5%
CCMINC
1095
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.52M +$31.8K +250 +0.5%
AIA
1096
AGF Investments America
Ontario, Canada
$6.49M +$6.1K +48 +0.1%
MP
1097
McDonald Partners
Ohio
$6.47M +$6.47M +50,933 New
OHIS
1098
Oak Harvest Investment Services
Texas
$6.46M +$6.46M +50,801 New
SC
1099
Schulhoff & Co
Ohio
$6.45M -$77.8K -612 -1%
HA
1100
Hamel Associates
New Jersey
$6.45M -$855K -6,730 -12%
42 43
44
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