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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 %
BHBT
2126
Burke & Herbert Bank & Trust
Virginia
$1.24M -$183K -1,443 -13%
Kayne Anderson Rudnick Investment Management
2127
Kayne Anderson Rudnick Investment Management
California
$1.23M -$24K -189 -2%
MWM
2128
Minot Wealth Management
Massachusetts
$1.23M +$426K +3,354 +53%
TAM
2129
Trillium Asset Management
Massachusetts
$1.23M -$36K -283 -3%
CG
2130
Clarus Group
Texas
$1.23M +$1.23M +8,697 New
IUHSA
2131
Itau Unibanco Holding S.A.
Brazil
$1.23M +$265K +2,082 +27%
BHTS
2132
Bar Harbor Trust Services
Maine
$1.22M +$23.8K +187 +2%
BFA
2133
Beacon Financial Advisory
Ohio
$1.22M +$191K +1,501 +18%
NISOA
2134
National Investment Services of America
Wisconsin
$1.22M -$628K -4,946 -34%
TIA
2135
Trust Investment Advisors
Indiana
$1.22M +$10.8K +85 +0.9%
CG
2136
CFO4Life Group
Texas
$1.22M +$34.3K +270 +3%
TCWM
2137
Total Clarity Wealth Management
Illinois
$1.22M -$5.59K -44 -0.5%
OAM
2138
Occidental Asset Management
California
$1.22M +$74K +582 +6%
BFO
2139
Biltmore Family Office
North Carolina
$1.22M +$203K +1,594 +20%
PC
2140
PhiloSmith Capital
Connecticut
$1.21M – – –
HR
2141
Hardy Reed
Mississippi
$1.21M – – –
OCM
2142
Orion Capital Management
California
$1.21M +$1.21M +9,520 New
LJHT
2143
Laurie J. Hall Trustee
$1.21M – – –
OBGC
2144
O'Brien Greene & Co
Pennsylvania
$1.21M +$430K +3,379 +55%
RHP
2145
Royal Harbor Partners
Texas
$1.21M +$1.21M +9,512 New
CIA
2146
Citadel Investment Advisory
Ohio
$1.21M +$1.21M +9,490 New
CS
2147
Capital Square
Tennessee
$1.2M +$218K +1,720 +22%
SIP
2148
Stoneridge Investment Partners
Pennsylvania
$1.2M -$4.39M -34,536 -79%
BWL
2149
Bogart Wealth LLC
Virginia
$1.2M +$98.5K +775 +9%
BSI
2150
Bennett Selby Investments
Maine
$1.2M +$1.2M +9,401 New
84 85
86
87 88