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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 %
KCM
1201
Kornitzer Capital Management
Kansas
$5.43M -$22.1K -174 -0.4%
PWS
1202
Peloton Wealth Strategists
Indiana
$5.43M +$12.7K +100 +0.2%
FMTC
1203
Farmers & Merchants Trust Company
California
$5.41M +$38.8K +305 +0.7%
BWAM
1204
Boyd Watterson Asset Management
Ohio
$5.41M +$55.9K +440 +1%
BA
1205
Bristlecone Advisors
Washington
$5.4M +$68.1K +536 +1%
PAI
1206
Pittenger & Anderson Inc
Nebraska
$5.4M +$445K +3,505 +9%
MBTD
1207
Mechanics Bank - Trust Department
California
$5.4M -$254 -2 -0%
KOCAA
1208
Knights of Columbus Asset Advisors
Connecticut
$5.4M -$4.5M -35,384 -45%
S
1209
Surevest
California
$5.37M +$663K +5,221 +14%
B
1210
Barings
North Carolina
$5.37M -$10.4M -81,919 -66%
FFA
1211
Fragasso Financial Advisors
Pennsylvania
$5.37M +$72.4K +570 +1%
GIM
1212
Goelzer Investment Management
Indiana
$5.36M -$869K -6,837 -14%
PC
1213
Permanens Capital
New York
$5.34M +$5.34M +42,033 New
VST
1214
Van Strum & Towne
California
$5.33M +$106K +835 +2%
SAM
1215
Smithbridge Asset Management
Pennsylvania
$5.33M +$365K +2,875 +7%
MCP
1216
Mirador Capital Partners
California
$5.33M +$752K +5,921 +16%
UF
1217
Univest Financial
Pennsylvania
$5.33M -$139K -1,092 -3%
CCT
1218
Chemung Canal Trust
New York
$5.3M -$24K -189 -0.5%
IWP
1219
Icon Wealth Partners
Texas
$5.28M +$568K +4,467 +12%
MWM
1220
Marietta Wealth Management
Georgia
$5.28M +$58.8K +463 +1%
BEAM
1221
Baker Ellis Asset Management
Washington
$5.24M +$45.1K +355 +0.9%
MCM
1222
McRae Capital Management
New Jersey
$5.23M +$2.41M +18,966 +85%
PAM
1223
Paradigm Asset Management
New York
$5.23M +$1.39M +10,900 +36%
AC
1224
Abbrea Capital
California
$5.23M +$139K +1,095 +3%
RAM
1225
Redmond Asset Management
Virginia
$5.22M -$83.9K -660 -2%
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