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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 %
PP
1351
Paloma Partners
Connecticut
$4.28M +$1.81M +14,262 +73%
TBNY
1352
Trustco Bank (New York)
New York
$4.26M +$186K +1,460 +5%
BKA
1353
Brick & Kyle Associates
Pennsylvania
$4.26M +$5.06K +40 +0.1%
KWM
1354
Keebeck Wealth Management
Illinois
$4.25M +$53K +417 +1%
PTP
1355
Platform Technology Partners
New York
$4.24M +$184K +1,446 +5%
GKFF
1356
George Kaiser Family Foundation
Oklahoma
$4.23M -$220K -1,728 -5%
WCA
1357
Westover Capital Advisors
Delaware
$4.22M -$1.1M -8,695 -21%
GRP
1358
Global Retirement Partners
California
$4.22M +$358K +2,816 +9%
AFM
1359
Andesa Financial Management
Pennsylvania
$4.21M -$3.85M -30,328 -48%
FM
1360
Family Management
New York
$4.21M +$4.21M +33,107 New
HI
1361
Hudock Inc
Pennsylvania
$4.19M +$179K +1,405 +4%
PG
1362
Patten Group
Tennessee
$4.18M +$319K +2,513 +8%
EI
1363
Ethic Inc
New York
$4.17M +$1.18M +9,275 +39%
PFM
1364
Premier Fund Managers
United Kingdom
$4.17M +$694K +5,531 +20%
SAMT
1365
Select Asset Management & Trust
Pennsylvania
$4.17M +$4.17M +32,795 New
SCM
1366
SOL Capital Management
Maryland
$4.16M +$55.3K +435 +1%
UAM
1367
Unison Asset Management
Florida
$4.16M +$4.16M +32,715 New
MIAN
1368
Mariner Independent Advisor Network
Kansas
$4.15M +$354K +2,783 +9%
ST
1369
Smithfield Trust
Pennsylvania
$4.14M +$269K +2,116 +7%
RIA
1370
Regal Investment Advisors
Michigan
$4.13M +$4.13M +32,509 New
AIC
1371
Argus Investors Counsel
New York
$4.12M +$11.8K +93 +0.3%
CHC
1372
City Holding Co
West Virginia
$4.12M +$151K +1,191 +4%
KCM
1373
Karp Capital Management
California
$4.12M -$889 -7 -0%
WG
1374
Welch Group
Alabama
$4.11M +$369K +2,904 +10%
DCM
1375
Delta Capital Management
New Jersey
$4.08M -$2.54K -20 -0.1%
53 54
55
56 57