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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 %
WANY
1101
Wealthspire Advisors (New York)
New York
$6.45M +$2.94M +23,150 +84%
CBN
1102
Cadence Bank NA
Texas
$6.44M -$68.5K -539 -1%
CCP
1103
Cardan Capital Partners
Colorado
$6.44M -$15.5K -122 -0.2%
MSRPS
1104
Maryland State Retirement & Pension System
Maryland
$6.42M +$6.42M +49,117 New
GVAG
1105
Great Valley Advisor Group
Delaware
$6.42M +$624K +4,911 +11%
AIA
1106
Affinity Investment Advisors
California
$6.41M -$706K -5,558 -10%
AWM
1107
Altium Wealth Management
New York
$6.4M -$272K -2,141 -4%
QF
1108
QVT Financial
New York
$6.39M – – –
CFA
1109
Capstone Financial Advisors
Illinois
$6.39M -$30.9K -243 -0.5%
GIP
1110
Granite Investment Partners
California
$6.37M +$127K +1,000 +2%
TCM
1111
Taal Capital Management
Massachusetts
$6.35M -$635K -5,000 -9%
JC
1112
JBF Capital
Colorado
$6.35M +$5.72M +45,000 +900%
VFA
1113
Voya Financial Advisors
Connecticut
$6.35M -$133K -1,061 -2%
PL
1114
Parthenon LLC
Kentucky
$6.34M -$25.4K -200 -0.4%
MAM
1115
Melqart Asset Management
United Kingdom
$6.32M +$6.32M +50,110 New
BA
1116
Ballast Advisors
Minnesota
$6.32M +$22.7K +179 +0.4%
DWT
1117
Dorsey & Whitney Trust
South Dakota
$6.31M -$115K -901 -2%
HWA
1118
Heritage Wealth Advisors
Virginia
$6.3M +$4.31M +33,930 +217%
IEFM
1119
IQ EQ Fund Management
Ireland
$6.27M -$3.38M -26,608 -35%
DDC
1120
DF Dent & Co
Maryland
$6.26M -$8.77K -69 -0.1%
ACM
1121
Adalta Capital Management
New York
$6.25M – – –
VFM
1122
Viking Fund Management
North Dakota
$6.23M – – –
AWM
1123
Altavista Wealth Management
North Carolina
$6.22M +$69.3K +545 +1%
HIA
1124
Harbor Investment Advisory
Maryland
$6.2M +$272K +2,137 +5%
CNBTD
1125
Citizens National Bank Trust Department
Mississippi
$6.19M +$57.2K +450 +0.9%
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