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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 %
LOAMS
1626
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.82M -$525K -4,134 -16%
ESB
1627
Essex Savings Bank
Connecticut
$2.82M +$14.4K +113 +0.5%
CPA
1628
Court Place Advisors
Maryland
$2.81M – – –
JIP
1629
JBJ Investment Partners
South Carolina
$2.81M -$25.9K -204 -0.9%
PPWP
1630
Proquility Private Wealth Partners
Nevada
$2.8M +$2.8M +21,992 New
ARMT
1631
Amica Retiree Medical Trust
Rhode Island
$2.79M – – –
CBA
1632
Coastal Bridge Advisors
Connecticut
$2.79M -$166K -1,307 -6%
GIM
1633
Guardian Investment Management
California
$2.79M – – –
CH
1634
Canton Hathaway
Rhode Island
$2.79M +$43.1K +339 +2%
NB
1635
Nicolet Bankshares
Wisconsin
$2.79M +$52.9K +416 +2%
SWA
1636
Sutton Wealth Advisors
Florida
$2.79M +$69.6K +548 +3%
VCM
1637
Vivaldi Capital Management
Illinois
$2.79M +$41K +323 +1%
QPWM
1638
Quadrant Private Wealth Management
Pennsylvania
$2.79M +$200K +1,578 +8%
BFA
1639
Brendel Financial Advisors
New Hampshire
$2.78M – – –
IC
1640
Inverness Counsel
New York
$2.78M -$366K -2,879 -12%
BCM
1641
Blume Capital Management
California
$2.78M -$23.5K -185 -0.8%
BFC
1642
Blue Fin Capital
Rhode Island
$2.77M +$122K +961 +5%
GCA
1643
Gradient Capital Advisors
California
$2.77M -$145K -1,139 -5%
WR
1644
WD Rutherford
Oregon
$2.77M +$2.77M +21,770 New
MW
1645
Marcum Wealth
Ohio
$2.76M +$772K +6,075 +39%
CWAG
1646
Compton Wealth Advisory Group
Virginia
$2.75M -$4.19K -33 -0.2%
LDB
1647
Lee, Danner & Bass
Tennessee
$2.75M +$21.1K +166 +0.8%
CPO
1648
Cerity Partners OCIO
New York
$2.75M +$150K +1,181 +6%
NFG
1649
Next Financial Group
Texas
$2.75M -$40.1K -316 -1%
MCWS
1650
McKinley Carter Wealth Services
West Virginia
$2.74M +$764K +6,011 +39%
64 65
66
67 68