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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 %
HCM
1801
Hodges Capital Management
Texas
$2.24M -$361K -2,844 -14%
APWM
1802
Atlas Private Wealth Management
New York
$2.23M -$4.83K -38 -0.2%
4WM
1803
44 Wealth Management
Oregon
$2.23M +$2.23M +17,556 New
AP
1804
Americana Partners
Texas
$2.23M +$77.8K +612 +4%
FMW
1805
Farr Miller & Washington
District of Columbia
$2.22M -$29.7K -234 -1%
WPA
1806
West Paces Advisors
Georgia
$2.22M -$204K -1,605 -8%
LIM
1807
Longfellow Investment Management
Massachusetts
$2.22M +$2.22M +17,460 New
CA
1808
Calton & Associates
Florida
$2.22M -$875K -6,883 -28%
CFFP
1809
Center for Financial Planning
Michigan
$2.22M +$47K +370 +2%
LCAM
1810
London & Capital Asset Management
United Kingdom
$2.21M +$410K +3,225 +23%
SIG
1811
Sargent Investment Group
Maryland
$2.21M +$16.1K +127 +0.7%
RCM
1812
RB Capital Management
Nevada
$2.21M +$119K +939 +6%
TWI
1813
Thomas White International
Illinois
$2.21M +$29.4K +231 +1%
SCM
1814
Seascape Capital Management
New Hampshire
$2.21M -$28.2K -222 -1%
DAM
1815
Delta Asset Management
Tennessee
$2.2M – – –
1WA
1816
180 Wealth Advisors
Washington
$2.2M +$168K +1,217 +8%
NL
1817
NVWM LLC
Pennsylvania
$2.2M +$9.91K +78 +0.5%
IIC
1818
Ironwood Investment Counsel
Arizona
$2.19M +$201K +1,583 +10%
WIM
1819
Waverton Investment Management
United Kingdom
$2.19M – – –
OCM
1820
Orleans Capital Management
Louisiana
$2.19M -$172K -1,350 -7%
GSEP
1821
Golden State Equity Partners
California
$2.19M +$2.19M +17,226 New
DBG
1822
De Burlo Group
Massachusetts
$2.19M +$12.7K +100 +0.6%
PC
1823
Port Capital
Illinois
$2.18M -$42.2K -332 -2%
STC
1824
Sarah T. Connolly
$2.18M +$2.18M +17,188 New
TCM
1825
Tandem Capital Management
New Jersey
$2.18M -$13.3K -105 -0.6%
71 72
73
74 75