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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 %
JWCA
1476
J.W. Coons Advisors
Ohio
$3.56M -$32.8K -258 -0.9%
NGA
1477
Naples Global Advisors
Florida
$3.56M +$140K +1,098 +4%
ATI
1478
Act Two Investors
California
$3.56M – – –
CA
1479
Continental Advisors
Utah
$3.54M – – –
NF
1480
Nikulski Financial
Iowa
$3.54M +$64.4K +507 +2%
ZIG
1481
Zurich Insurance Group
Switzerland
$3.53M +$3.53M +27,800 New
TNBTD
1482
Trustmark National Bank Trust Department
Mississippi
$3.53M +$15.9K +125 +0.5%
HB
1483
Homrich & Berg
Georgia
$3.53M -$208K -1,637 -6%
Fuller & Thaler Asset Management
1484
Fuller & Thaler Asset Management
California
$3.53M +$6.48K +51 +0.2%
AWS
1485
AJ Wealth Strategies
New York
$3.52M +$124K +973 +4%
RWM
1486
RBA Wealth Management
California
$3.52M +$12.3K +97 +0.4%
OC
1487
Oarsman Capital
Wisconsin
$3.5M -$83.9K -660 -2%
SW
1488
SkyOak Wealth
Michigan
$3.5M -$36K -283 -1%
AAM
1489
Aureus Asset Management
Massachusetts
$3.5M +$108K +848 +3%
PGWM
1490
Parisi Gray Wealth Management
New Jersey
$3.49M -$3.94K -31 -0.1%
BHB
1491
Bank Hapoalim BM
Israel
$3.48M -$307K -2,417 -8%
LWM
1492
Laidlaw Wealth Management
New York
$3.48M +$1.58M +12,428 +83%
PP
1493
PDS Planning
Ohio
$3.47M +$257K +2,026 +8%
CCM
1494
CAAS Capital Management
New York
$3.47M -$543K -4,275 -14%
CIP
1495
Convergence Investment Partners
Florida
$3.47M -$1.23M -9,671 -26%
CGL
1496
Clarius Group LLC
Washington
$3.46M -$169K -1,332 -5%
CCT
1497
Country Club Trust
Missouri
$3.45M +$150K +1,195 +5%
DLG
1498
Daniel L. Goodwin
$3.45M – – –
NNP
1499
Nachman Norwood & Parrott
South Carolina
$3.45M +$74.8K +589 +2%
SHA
1500
Seneca House Advisors
Virginia
$3.45M -$129K -1,015 -4%
58 59
60
61 62