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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 %
BAM
1326
Belpointe Asset Management
Nevada
$4.36M -$1.85M -14,587 -30%
HL
1327
HeadInvest LLC
Maine
$4.36M +$424K +3,336 +11%
GD
1328
Grandfield & Dodd
New York
$4.36M -$85.3K -671 -2%
TB
1329
Terril Brothers
Missouri
$4.36M -$152K -1,200 -3%
TA
1330
Tiedemann Advisors
New York
$4.36M -$622K -4,893 -12%
GAM
1331
Gotham Asset Management
New York
$4.36M +$844K +6,644 +24%
CAM
1332
Chou Associates Management
Ontario, Canada
$4.36M – – –
IFAM
1333
Institutional & Family Asset Management
Colorado
$4.35M -$532K -4,189 -11%
OPPTF
1334
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.35M +$523K +4,131 +14%
BZWA
1335
Blue Zone Wealth Advisors
California
$4.35M +$59.7K +470 +1%
CCA
1336
Checchi Capital Advisers
California
$4.34M +$233K +1,830 +6%
LFA
1337
Legacy Financial Advisors
Kentucky
$4.34M +$69.5K +547 +2%
AWM
1338
Avior Wealth Management
Nebraska
$4.34M +$519K +4,089 +14%
SIA
1339
SeaBridge Investment Advisors
New Jersey
$4.33M -$57.2K -450 -1%
SFP
1340
Shepherd Financial Partners
Massachusetts
$4.32M +$139K +1,092 +3%
JIC
1341
Joel Isaacson & Co
New York
$4.32M +$165K +1,295 +4%
JWCA
1342
J.W. Cole Advisors
Florida
$4.32M -$6.54M -51,504 -60%
FA
1343
FMA Advisory
Pennsylvania
$4.31M -$11.6K -91 -0.3%
FFN
1344
Focus Financial Network
Minnesota
$4.3M +$261K +2,056 +6%
OIM
1345
Opus Investment Management
Massachusetts
$4.29M – – –
LOAME
1346
Lombard Odier Asset Management (Europe)
United Kingdom
$4.29M +$688K +5,479 +19%
CI
1347
CX Institutional
Indiana
$4.29M -$115K -908 -3%
BSB
1348
Bangor Savings Bank
Maine
$4.29M -$98.9K -778 -2%
FLI
1349
Family Legacy Inc
South Carolina
$4.29M +$2.03K +16 +0%
TSWM
1350
Triangle Securities Wealth Management
North Carolina
$4.28M -$34.2K -269 -0.8%
52 53
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