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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 %
Harris Associates
2376
Harris Associates
Illinois
$780K -$1.91M -15,000 -71%
KFA
2377
Krane Funds Advisors
New York
$780K +$780K +6,139 New
CFA
2378
CWS Financial Advisors
Michigan
$779K +$254 +2 +0%
OFS
2379
Oldfather Financial Services
Nebraska
$777K -$34.9K -253 -4%
AFG
2380
Allegheny Financial Group
Pennsylvania
$777K +$777K +6,112 New
Cohen & Steers
2381
Cohen & Steers
New York
$775K -$48.9K -385 -6%
HCM
2382
HMS Capital Management
Tennessee
$772K -$76.7K -604 -9%
MS
2383
Madden Securities
Texas
$772K -$21.6K -170 -3%
SFM
2384
Systematic Financial Management
New Jersey
$772K – – –
ICP
2385
Interchange Capital Partners
Pennsylvania
$769K +$769K +6,052 New
HWMG
2386
Hurlow Wealth Management Group
Indiana
$766K +$6.35K +50 +0.8%
JHCP
2387
Jackson Hole Capital Partners
Oklahoma
$764K – – –
PAWC
2388
P.A.W. Capital
Connecticut
$762K -$127K -1,000 -14%
WCM
2389
Wedge Capital Management
North Carolina
$760K – – –
OR
2390
Olympiad Research
Connecticut
$760K +$376K +2,962 +98%
BAM
2391
Bellevue Asset Management
Washington
$757K -$6.47K -49 -0.8%
GTAM
2392
Global Trust Asset Management
Florida
$753K +$40.3K +317 +6%
MHIC
2393
Marble Harbor Investment Counsel
Massachusetts
$752K -$20.3K -160 -3%
EA
2394
Emerald Advisors
Washington
$750K +$90.1K +709 +14%
WFC
2395
Western Financial Corp
California
$750K +$750K +5,904 New
WA
2396
WealthTrust Axiom
Pennsylvania
$749K -$71K -559 -9%
AssetMark Inc
2397
AssetMark Inc
California
$746K -$67.6K -532 -8%
BDF
2398
Black Diamond Financial
Maryland
$744K -$112K -884 -13%
WWM
2399
Wagner Wealth Management
South Carolina
$744K +$744K +5,854 New
HHGA
2400
Halbert Hargrove Global Advisors
California
$740K +$4.19K +33 +0.6%
94 95
96
97 98