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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 %
BO
1376
Bank OZK
Arkansas
$4.08M +$177K +1,395 +5%
OSIA
1377
O'Shares Investment Advisers
Massachusetts
$4.07M +$369K +2,901 +10%
TFS
1378
TrustCore Financial Services
Tennessee
$4.07M +$403K +3,168 +11%
NPP
1379
New Potomac Partners
Maryland
$4.06M +$81.3K +640 +2%
WPA
1380
Winning Points Advisors
Florida
$4.05M -$14.9K -117 -0.4%
CF
1381
Centaurus Financial
California
$4.05M -$352K -2,773 -8%
SA
1382
SRH Advisors
Kansas
$4.05M +$52.4K +412 +1%
TCM
1383
Traynor Capital Management
Pennsylvania
$4.05M -$1.37M -10,748 -25%
CSS
1384
Cubist Systematic Strategies
Connecticut
$4.05M -$8.47M -66,681 -68%
SAM
1385
Sawgrass Asset Management
Florida
$4.04M -$17.8K -140 -0.4%
WPW
1386
Waldron Private Wealth
Pennsylvania
$4.04M -$155K -1,217 -4%
SP
1387
Symmetry Partners
Connecticut
$4.03M -$368K -2,899 -8%
FBT
1388
First Bankers Trust
Kentucky
$4.02M +$190K +1,496 +5%
EFSCE
1389
Enterprise Financial Services Corp (EFSC)
Missouri
$4.02M +$11.4K +90 +0.3%
MIM
1390
MTM Investment Management
South Carolina
$4.02M +$4.02M +31,651 New
EF
1391
Empirical Finance
Pennsylvania
$4.02M +$676K +5,320 +20%
JFGIW
1392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.02M +$140K +1,099 +4%
NSAM
1393
North Star Asset Management
Wisconsin
$4.02M +$498K +3,922 +14%
ADL
1394
Asset Dedication LLC
California
$4.02M +$192K +1,517 +5%
SWM
1395
Selective Wealth Management
Virginia
$4.02M +$381K +3,001 +10%
CAL
1396
Capital Analysts LLC
Pennsylvania
$4.01M -$182K -1,434 -4%
EBT
1397
Enterprise Bank & Trust
Massachusetts
$4M -$36.1K -284 -0.9%
SWM
1398
SeaCrest Wealth Management
New York
$3.99M +$19.3K +152 +0.5%
PMG
1399
ProVise Management Group
Florida
$3.99M +$131K +1,033 +3%
BWA
1400
BDO Wealth Advisors
Florida
$3.98M +$5.21K +41 +0.1%
54 55
56
57 58