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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 %
CSA
1276
Cottage Street Advisors
Massachusetts
$4.76M -$48.2K -379 -1%
MC
1277
MRJ Capital
New York
$4.75M -$102K -800 -2%
SC
1278
Savant Capital
Illinois
$4.74M -$391K -3,074 -8%
PRS
1279
Pinkerton Retirement Specialists
Idaho
$4.74M -$178K -1,399 -4%
FF
1280
FourThought Financial
Florida
$4.72M +$4.72M +37,163 New
MSAM
1281
Moloney Securities Asset Management
Missouri
$4.69M +$545K +4,290 +13%
PSP
1282
Principal Street Partners
Tennessee
$4.69M -$497K -3,914 -10%
EM
1283
Excalibur Management
Massachusetts
$4.69M -$73.1K -575 -2%
SS
1284
Sunbelt Securities
Texas
$4.69M +$706K +5,557 +18%
AF
1285
Advisornet Financial
Minnesota
$4.68M -$16.9K -133 -0.4%
CWM
1286
Chronos Wealth Management
Florida
$4.67M -$137K -1,078 -3%
WCM
1287
Wisconsin Capital Management
Wisconsin
$4.66M +$4.66M +36,695 New
SIMM
1288
Stillwater Investment Management (Minnesota)
Minnesota
$4.66M -$34.2K -269 -0.7%
CW
1289
CreativeOne Wealth
Kansas
$4.65M +$3.91M +30,787 +529%
MLIC
1290
Mandatum Life Insurance Company
Finland
$4.64M +$1.52M +11,986 +49%
PJSIMP
1291
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.64M -$127K -984 -3%
VRM
1292
Vectors Research Management
New York
$4.61M +$32.9K +259 +0.7%
MFG
1293
MidWestOne Financial Group
Iowa
$4.61M -$675K -5,314 -13%
HC
1294
HNP Capital
New York
$4.61M +$14.9K +117 +0.3%
BA
1295
Baugh & Associates
Georgia
$4.6M -$64.8K -510 -1%
SMG
1296
Spectrum Management Group
Indiana
$4.6M +$4.6M +36,194 +201,078%
TW
1297
TrinityPoint Wealth
Connecticut
$4.6M -$166K -1,258 -3%
ETC
1298
Exchange Traded Concepts
Oklahoma
$4.59M -$5.82M -45,791 -56%
WEC
1299
Winslow Evans & Crocker
Massachusetts
$4.59M +$1.04M +9,618 +29%
VMPIC
1300
Varma Mutual Pension Insurance Co
Finland
$4.59M +$877K +6,906 +24%
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