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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 %
WA
2026
Wambolt & Associates
Colorado
$1.53M +$34.4K +271 +2%
VCM
2027
Versant Capital Management
Arizona
$1.53M -$508 -4 -0%
ACM
2028
Ategra Capital Management
Virginia
$1.52M +$166K +1,308 +12%
BST
2029
Bath Savings Trust
Maine
$1.52M +$30.5K +240 +2%
SJIM
2030
St. Johns Investment Management
Florida
$1.52M -$100K -787 -6%
VAG
2031
VisionPoint Advisory Group
Texas
$1.52M +$1.52M +11,954 New
CPIA
2032
Cornell Pochily Investment Advisors
New York
$1.51M -$3.69K -29 -0.2%
DGHMC
2033
Dalton, Greiner, Hartman, Maher & Co
New York
$1.51M -$114K -896 -7%
DFA
2034
Delta Financial Advisors
Louisiana
$1.51M -$18.5K -146 -1%
MA
2035
MCF Advisors
Kentucky
$1.51M -$8.26K -65 -0.5%
ACM
2036
AlphaCrest Capital Management
New York
$1.51M +$909K +7,156 +152%
UIA
2037
UBP Investment Advisors
Switzerland
$1.5M +$113K +888 +8%
PFWA
2038
Paces Ferry Wealth Advisors
Georgia
$1.5M -$13.7K -108 -0.9%
SN
2039
Sittner & Nelson
Oregon
$1.5M +$1.5M +11,810 New
VIA
2040
Vident Investment Advisory
Georgia
$1.5M -$575K -4,530 -28%
GWCM
2041
Godshalk Welsh Capital Management
Pennsylvania
$1.5M +$73.7K +580 +5%
BCAM
2042
Boston Common Asset Management
Massachusetts
$1.5M +$1.18M +9,292 +375%
CGA
2043
Crescent Grove Advisors
Illinois
$1.49M -$25.3K -199 -2%
TAIM
2044
TD Ameritrade Investment Management
Nebraska
$1.49M -$228K -1,794 -13%
BWM
2045
BerganKDV Wealth Management
Minnesota
$1.48M -$102K -804 -6%
AIC
2046
Ameritas Investment Company
Nebraska
$1.48M +$90.2K +710 +6%
PIA
2047
Perennial Investment Advisors
California
$1.47M -$50.5K -397 -3%
CAM
2048
Cidel Asset Management
Ontario, Canada
$1.46M +$151K +1,189 +12%
CWS
2049
Cypress Wealth Services
California
$1.46M +$1.46M +11,523 New
DA
2050
Doliver Advisors
Texas
$1.46M +$166K +1,305 +13%
80 81
82
83 84