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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 %
KCMRT
2151
Kemper Corp Master Retirement Trust
Illinois
$1.19M -$286K -2,250 -19%
HBWM
2152
Hollow Brook Wealth Management
New York
$1.19M +$14.4K +113 +1%
GI
2153
GS Investments
Minnesota
$1.18M – – –
TAIM
2154
Te Ahumairangi Investment Management
New Zealand
$1.18M -$508K -4,000 -30%
NEWAS
2155
N.E.W. Advisory Services
Wisconsin
$1.18M -$9.4K -74 -0.8%
CFG
2156
Cooper Financial Group
California
$1.18M +$137K +1,079 +13%
PWM
2157
Palumbo Wealth Management
New York
$1.18M +$1.18M +9,263 New
CMTU
2158
Capital Markets Trading (UK)
United Kingdom
$1.17M -$2.7M -21,294 -70%
SRC
2159
Sage Rhino Capital
California
$1.17M +$11.4K +90 +1%
I
2160
INVST
Indiana
$1.16M +$274K +2,155 +31%
GSBTD
2161
Glenview State Bank Trust Department
Illinois
$1.16M +$37.7K +297 +3%
RG
2162
Rikoon Group
New Mexico
$1.16M -$88.5K -697 -7%
CAS
2163
Coppell Advisory Solutions
Texas
$1.16M +$1.16M +9,097 New
FWP
2164
FAS Wealth Partners
Kansas
$1.16M -$24.1K -190 -2%
EA
2165
Emerald Advisers
Pennsylvania
$1.15M +$412K +3,246 +56%
AC
2166
Athanor Capital
New York
$1.15M +$1.15M +9,056 New
BI
2167
Ballast Inc
Kentucky
$1.15M -$17.4K -137 -1%
HFAS
2168
Hummer Financial Advisory Services
Illinois
$1.15M -$23.5K -185 -2%
WWS
2169
Wellington Wealth Strategies
Indiana
$1.15M +$1.15M +6,732 New
CCM
2170
Community Capital Management
Florida
$1.14M +$159K +1,250 +16%
FNBTCON
2171
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M -$31.5K -248 -3%
C
2172
Certuity
Florida
$1.14M +$79.9K +629 +8%
FNBOSM
2173
First National Bank of South Miami
Florida
$1.14M +$10.8K +85 +1%
OFS
2174
Orrstown Financial Services
Pennsylvania
$1.14M -$42.7K -336 -4%
OIS
2175
Okabena Investment Services
Minnesota
$1.13M -$401K -3,156 -26%
85 86
87
88 89