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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 %
ODG
1776
O'Dell Group
Ohio
$2.31M -$58K -456 -2%
BMC
1777
Benin Management Corp
Connecticut
$2.3M +$140K +1,100 +6%
AF
1778
Aldebaran Financial
$2.3M +$64.8K +510 +3%
GEA
1779
Glen Eagle Advisors
New Jersey
$2.3M -$92.6K -729 -4%
SLT
1780
St Louis Trust
Missouri
$2.29M – – –
BC
1781
Burleson & Co
California
$2.29M -$462K -3,639 -17%
FCM
1782
Fortis Capital Management
Washington
$2.29M +$2.29M +18,000 New
MC
1783
Martin & Co
Tennessee
$2.28M – – –
EP
1784
Edgestream Partners
New Jersey
$2.28M +$2.28M +17,961 New
JSC
1785
Jackson Square Capital
California
$2.28M +$1.89M +14,867 +483%
PFO
1786
Pathstone Family Office
New Jersey
$2.28M +$1.51M +11,908 +198%
TNAM
1787
Terra Nova Asset Management
New York
$2.27M +$2.27M +17,896 New
BCM
1788
Bluefin Capital Management
New York
$2.27M +$2.27M +17,897 New
MYIA
1789
Mount Yale Investment Advisors
Colorado
$2.27M -$320K -2,517 -12%
Edgewood Management
1790
Edgewood Management
Connecticut
$2.26M – – –
FCCM
1791
First City Capital Management
Georgia
$2.26M -$1.72M -12,335 -43%
CIC
1792
Chilton Investment Company
Connecticut
$2.25M -$261K -2,053 -10%
SAM
1793
Secure Asset Management
Michigan
$2.25M +$752K +5,920 +50%
HIC
1794
Holderness Investments Company
North Carolina
$2.25M +$12.5K +98 +0.6%
PRC
1795
Pearl River Capital
Michigan
$2.25M +$2.25M +17,691 New
FPIS
1796
Financial Planning & Information Services
Wisconsin
$2.25M – – –
MWA
1797
Moser Wealth Advisors
Washington
$2.24M – – –
NW
1798
NewEdge Wealth
Pennsylvania
$2.24M +$2.24M +17,634 New
SMC
1799
Smith, Moore & Co
Missouri
$2.24M +$16.9K +133 +0.8%
AWA
1800
Arkadios Wealth Advisors
Georgia
$2.24M +$861K +6,774 +63%
70 71
72
73 74