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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 %
LFDLE
1176
La Financiere de L'Echiquier
France
$5.59M – – –
FIB
1177
First Interstate Bank
Montana
$5.59M -$146K -1,149 -3%
GIA
1178
Guyasuta Investment Advisors
Pennsylvania
$5.59M -$89.5K -704 -2%
SAM
1179
Selway Asset Management
$5.58M +$63.5K +500 +1%
OIA
1180
OneDigital Investment Advisors
Kansas
$5.58M +$83.2K +650 +2%
ANBT
1181
American National Bank & Trust
Texas
$5.56M +$152K +1,197 +3%
FSA
1182
Fort Sheridan Advisors
Illinois
$5.56M +$283K +2,228 +5%
HCM
1183
Huber Capital Management
California
$5.56M -$2.04M -16,067 -27%
AMM
1184
American Money Management
California
$5.55M +$108K +853 +2%
CP
1185
Corbenic Partners
Pennsylvania
$5.55M +$1.01M +7,978 +22%
SIM
1186
Stratos Investment Management
Ohio
$5.53M +$320K +2,521 +6%
CCM
1187
CWH Capital Management
Washington
$5.52M -$148K -1,168 -3%
CIC
1188
Cornercap Investment Counsel
Georgia
$5.52M -$410K -2,938 -7%
KJHP
1189
K.J. Harrison & Partners
Ontario, Canada
$5.52M +$1.21M +9,500 +28%
LA
1190
LVW Advisors
New York
$5.51M +$14.9K +117 +0.3%
TFIPS
1191
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.5M +$5.5M +43,304 New
BCM
1192
Barometer Capital Management
Ontario, Canada
$5.48M +$5.48M +43,400 New
EFS
1193
Essex Financial Services
Connecticut
$5.47M -$198K -1,555 -3%
SFG
1194
SevenBridge Financial Group
Pennsylvania
$5.47M -$33.7K -265 -0.6%
IB
1195
Intrust Bank
Kansas
$5.47M -$44.5K -350 -0.8%
CIG
1196
Consolidated Investment Group
Colorado
$5.46M – – –
RCM
1197
Ratan Capital Management
Florida
$5.45M – – –
WPIC
1198
White Pine Investment Company
Michigan
$5.44M +$217K +1,706 +4%
ACM
1199
Alpha Capital Management
Texas
$5.43M +$149K +1,174 +3%
BDWM
1200
Brewin Dolphin Wealth Management
Ireland
$5.43M -$63.5K -500 -1%
46 47
48
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