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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 %
CL
1426
CPWM LLC
Washington
$3.81M -$683K -5,373 -15%
BCM
1427
Brookmont Capital Management
Texas
$3.81M -$190K -1,492 -5%
MFS
1428
Monetta Financial Services
Illinois
$3.81M – – –
AH
1429
Allen Holding
New York
$3.81M – – –
BL
1430
Bleichroeder LP
New York
$3.81M – – –
FTDI
1431
First Trust Direct Indexing
Massachusetts
$3.8M +$3.8M +29,886 New
PAM
1432
Pegasus Asset Management
New York
$3.8M +$35.7K +281 +0.9%
PP
1433
Pegasus Partners
Wisconsin
$3.79M -$60.4K -475 -2%
GWMIA
1434
Global Wealth Management Investment Advisory
Florida
$3.78M +$47.9K +377 +1%
SACTSONJ
1435
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.77M – – –
WA
1436
Wasatch Advisors
Utah
$3.77M +$508K +4,000 +16%
ANB
1437
Amarillo National Bank
Texas
$3.77M +$856K +6,740 +29%
TIA
1438
Tiemann Investment Advisors
California
$3.76M -$46.6K -367 -1%
PI
1439
Parkside Investments
Illinois
$3.76M +$101K +796 +3%
LI
1440
Lafayette Investments
Maryland
$3.76M +$45.5K +358 +1%
CCM
1441
Canal Capital Management
Virginia
$3.75M +$73.8K +581 +2%
CWM
1442
Chesapeake Wealth Management
Virginia
$3.75M -$47K -370 -1%
MFG
1443
Magnus Financial Group
New York
$3.75M +$526K +4,137 +16%
HCM
1444
Hall Capital Management
Rhode Island
$3.74M +$56.4K +444 +2%
ZIG
1445
Zuckerman Investment Group
Illinois
$3.73M +$1.02K +8 +0%
PCA
1446
Providence Capital Advisors
North Carolina
$3.73M +$232K +1,825 +7%
MC
1447
Mathes Company
New York
$3.72M +$46.4K +365 +1%
BW
1448
Bison Wealth
Georgia
$3.72M -$235K -1,852 -6%
IAMOG
1449
Investors Asset Management of Georgia
Georgia
$3.71M -$127K -1,000 -3%
AC
1450
Arjuna Capital
North Carolina
$3.71M +$2.47M +19,421 +198%
56 57
58
59 60