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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 %
SMFG
1226
Sumitomo Mitsui Financial Group
Japan
$5.22M +$557K +4,385 +12%
SCP
1227
Shorepoint Capital Partners
Massachusetts
$5.21M -$45.5K -358 -0.9%
BCM
1228
Buckhead Capital Management
Georgia
$5.18M +$278K +2,191 +6%
WPP
1229
Whalerock Point Partners
Rhode Island
$5.17M +$4.65M +36,575 +885%
NB
1230
Northwest Bancshares
Pennsylvania
$5.17M +$163K +1,280 +3%
CCM
1231
Copeland Capital Management
Pennsylvania
$5.16M +$304K +2,393 +6%
ST
1232
Somerset Trust
Pennsylvania
$5.15M +$6.74K +53 +0.1%
AAM
1233
Augustine Asset Management
Florida
$5.15M -$27.1K -213 -0.5%
AFM
1234
Abbot Financial Management
Massachusetts
$5.14M -$166K -1,305 -3%
ECM
1235
Elgethun Capital Management
South Dakota
$5.14M -$147K -1,157 -3%
COI
1236
Connable Office Inc
Michigan
$5.14M – – –
HCA
1237
Horan Capital Advisors
Ohio
$5.14M +$154K +1,215 +3%
CWM
1238
Concentric Wealth Management
California
$5.14M +$92.1K +725 +2%
HWM
1239
Hohimer Wealth Management
Washington
$5.13M -$1.39M -10,904 -21%
BMWM
1240
Brown Miller Wealth Management
Virginia
$5.13M +$5.13M +40,341 New
ERWM
1241
Elk River Wealth Management
Colorado
$5.11M +$5.11M +40,217 New
LCC
1242
Lincoln Capital Corp
Rhode Island
$5.1M -$89.7K -706 -2%
MAFM
1243
Mid Atlantic Financial Management
Pennsylvania
$5.1M -$26.9K -212 -0.5%
OFG
1244
Oxford Financial Group
Indiana
$5.1M +$237K +1,864 +5%
NAS
1245
Nicolet Advisory Services
Wisconsin
$5.09M +$111K +874 +2%
HCM
1246
Howland Capital Management
Massachusetts
$5.09M -$170K -1,334 -3%
TC
1247
Tarsadia Capital
New York
$5.08M +$5.08M +40,000 New
DWM
1248
Dorchester Wealth Management
Quebec, Canada
$5.08M -$292K -2,294 -5%
IWC
1249
Integrated Wealth Concepts
Massachusetts
$5.06M +$444K +3,492 +10%
LOPW
1250
Live Oak Private Wealth
North Carolina
$5.03M +$219K +1,724 +5%
48 49
50
51 52