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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 %
SWM
1926
Sugarloaf Wealth Management
Georgia
$1.82M +$77.9K +619 +4%
CAM
1927
Covenant Asset Management
New Jersey
$1.82M +$53K +417 +3%
TPM
1928
Triasima Portfolio Management
Quebec, Canada
$1.82M +$1.82M +14,310 New
CSM
1929
CAMG Solamere Management
North Carolina
$1.81M -$2.69M -21,202 -60%
GG
1930
Gleason Group
Kentucky
$1.81M +$11.1K +87 +0.6%
AI
1931
Accredited Investors
Minnesota
$1.81M +$23.9K +188 +1%
SWA
1932
SFMG Wealth Advisors
Texas
$1.81M +$480K +3,775 +36%
CHJWM
1933
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.8M -$84.1K -609 -4%
WAM
1934
Weatherly Asset Management
California
$1.8M -$29.4K -231 -2%
OWA
1935
Octavia Wealth Advisors
Ohio
$1.8M +$1.8M +14,183 New
CBT
1936
CoreFirst Bank & Trust
Kansas
$1.8M +$1.8M +14,153 New
HBT
1937
Heartland Bank & Trust
Illinois
$1.79M +$1.79M +14,060 New
NCM
1938
Northside Capital Management
Oregon
$1.79M -$293K -2,305 -14%
HP
1939
Holowesko Partners
Bahamas
$1.78M – – –
JDR
1940
Jay D. Rosenbaum
$1.78M -$1.27K -10 -0.1%
PH
1941
Pinnacle Holdings
Oklahoma
$1.77M -$26.6K -209 -1%
HCM
1942
Highlander Capital Management
New Jersey
$1.77M -$50.8K -400 -3%
SDWIA
1943
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.77M +$101K +798 +6%
TP
1944
Tranquility Partners
Tennessee
$1.77M -$28.7K -226 -2%
IC
1945
Inscription Capital
Texas
$1.76M -$843K -6,639 -32%
WWM
1946
Wolff Wiese Magana
California
$1.76M +$1.76M +13,835 New
CQS
1947
Credential Qtrade Securities
$1.75M +$10.2K +80 +0.6%
BWM
1948
BigSur Wealth Management
Florida
$1.75M – – –
HPCM
1949
High Pointe Capital Management
Illinois
$1.75M -$997K -7,846 -36%
LC
1950
LCNB Corp
Ohio
$1.75M -$27.6K -217 -2%
76 77
78
79 80