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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 %
AL
1251
AJO LP
Pennsylvania
$5.02M -$28.2M -221,743 -85%
CA
1252
Cumberland Advisors
Florida
$5.02M +$5.02M +39,490 New
OLA
1253
Oliver Luxxe Assets
New Jersey
$4.99M +$28.9K +209 +0.6%
WIC
1254
Whitegate Investment Counselors
New Hampshire
$4.98M +$240K +1,890 +5%
FPS
1255
Fieldpoint Private Securities
Connecticut
$4.96M -$23.9K -188 -0.5%
HIP
1256
Harrell Investment Partners
Texas
$4.95M -$480K -3,779 -9%
DIP
1257
DT Investment Partners
Pennsylvania
$4.94M -$40.8K -321 -0.8%
S
1258
SignatureFD
Georgia
$4.93M -$95.6K -752 -2%
BDF
1259
Balasa Dinverno & Foltz
$4.88M +$1.34M +10,541 +38%
NG
1260
NatWest Group
United Kingdom
$4.87M -$3.25M -25,554 -40%
AAS
1261
Annex Advisory Services
Wisconsin
$4.87M +$265K +2,084 +6%
SCM
1262
Silvant Capital Management
Georgia
$4.86M -$21.7K -171 -0.4%
AAMA
1263
Advanced Asset Management Advisors
Ohio
$4.86M +$127 +1 +0%
HCM
1264
Hillman Capital Management
Maryland
$4.84M +$839K +6,600 +21%
RMSCM
1265
R.M. Sincerbeaux Capital Management
New York
$4.82M – – –
CG
1266
Caprock Group
Idaho
$4.81M +$550K +4,329 +13%
MM
1267
Meridian Management
Arkansas
$4.8M +$65.4K +515 +1%
KA
1268
Kintegral Advisory
New York
$4.8M – – –
LBC
1269
Lawrence B. Cohen
$4.79M -$15.2K -120 -0.3%
MBT
1270
Montecito Bank & Trust
California
$4.78M +$147K +1,159 +3%
HW
1271
Hedeker Wealth
Illinois
$4.78M +$198K +1,556 +4%
AOWM
1272
Alpha Omega Wealth Management
Virginia
$4.77M -$102K -805 -2%
BG
1273
Berry Group
Massachusetts
$4.77M +$77.3K +608 +2%
MSWM
1274
Mader & Shannon Wealth Management
Missouri
$4.76M +$190K +1,492 +4%
LPIC
1275
LeJeune Puetz Investment Counsel
Michigan
$4.76M +$34.9K +275 +0.7%
49 50
51
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