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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 %
CWM
776
Circle Wealth Management
New Jersey
$12.6M +$921K +7,245 +8%
MWM
777
Meridian Wealth Management
Kentucky
$12.5M +$1.99M +15,636 +19%
KPCM
778
Kings Point Capital Management
New York
$12.5M +$412K +3,239 +3%
EARNEST Partners
779
EARNEST Partners
Georgia
$12.4M -$7.74M -60,896 -38%
KFP
780
KMG Fiduciary Partners
Ohio
$12.4M +$456K +3,626 +4%
KPWS
781
Kestra Private Wealth Services
Texas
$12.4M -$46.4K -370 -0.4%
CIA
782
Choate Investment Advisors
Massachusetts
$12.4M -$217K -1,704 -2%
TC
783
Telemus Capital
Michigan
$12.3M -$196K -1,542 -2%
YL
784
YCG LLC
Texas
$12.3M -$12.4M -97,910 -50%
CC
785
Clearline Capital
New York
$12.3M +$12.3M +96,530 New
WorldQuant Millennium Advisors
786
WorldQuant Millennium Advisors
New York
$12.3M – – –
VFA
787
Valeo Financial Advisors
Indiana
$12.2M +$4.93M +56,514 +67%
MCM
788
Maryland Capital Management
Maryland
$12.2M +$786K +6,189 +7%
CK
789
Cohen Klingenstein
New York
$12.2M -$2.3M -18,100 -16%
CC
790
Cannell & Co
New York
$12.2M -$3.02M -23,784 -20%
FCBT
791
First Citizens Bank & Trust
North Carolina
$12.2M +$114K +898 +0.9%
WAM
792
Wallington Asset Management
Indiana
$12.2M +$51.6K +406 +0.4%
WTB
793
Washington Trust Bank
Washington
$12.1M -$22.7K -179 -0.2%
ACA
794
Aptus Capital Advisors
Alabama
$12M +$8.94M +186,340 +290%
CIA
795
CCM Investment Advisers
South Carolina
$12M -$733K -5,771 -6%
CCP
796
Corient Capital Partners
California
$12M -$168K -1,321 -1%
RIM
797
Regent Investment Management
Kentucky
$12M -$206K -1,625 -2%
TTWM
798
TCV Trust & Wealth Management
Virginia
$11.9M -$79.7K -627 -0.7%
KCP
799
KDI Capital Partners
North Carolina
$11.9M -$144K -1,132 -1%
CCC
800
Cincinnati Casualty Company
Ohio
$11.8M – – –
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