JPM icon

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
1
Capital Research Global Investors
California
$4.79B
2
Sanders Capital
2
Sanders Capital
Florida
$1.55B
3
KBC Group
3
KBC Group
Belgium
$3.54B
4
Capital World Investors
4
Capital World Investors
California
$10.3B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.85B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.63B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$161M
3
Citadel Advisors
3
Citadel Advisors
Florida
$18.9M
4
Ameriprise
4
Ameriprise
Minnesota
$2.8B
5
Boston Partners
5
Boston Partners
Massachusetts
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
226
Personal Capital Advisors
California
$99M +$9.15M +71,981 +10%
WBC
227
Westpac Banking Corp
Australia
$97.4M +$24M +188,510 +33%
SOMRS
228
State of Michigan Retirement System
Michigan
$97.4M -$59.9M -471,100 -38%
CCMG
229
Clark Capital Management Group
Pennsylvania
$97.3M +$8.19M +64,472 +9%
CWP
230
Capital Wealth Planning
Florida
$97.3M +$10.7M +80,346 +12%
GG
231
Gofen & Glossberg
Illinois
$97.1M -$307K -2,418 -0.3%
SBH
232
Segall Bryant & Hamill
Illinois
$96M +$2.92M +22,981 +3%
CB
233
Cooke & Bieler
Pennsylvania
$94.6M +$195K +1,531 +0.2%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$94.3M -$1.25M -9,800 -1%
MIM
235
MetLife Investment Management
New Jersey
$94.1M -$4.12M -32,428 -4%
ProShare Advisors
236
ProShare Advisors
Maryland
$94.1M +$2.97M +23,356 +3%
TG
237
TCW Group
California
$94M +$1.75M +13,767 +2%
Teacher Retirement System of Texas
238
Teacher Retirement System of Texas
Texas
$93.6M -$7.89M -62,121 -8%
UCFA
239
United Capital Financial Advisors
Texas
$92.3M -$3.93M -30,961 -4%
Handelsbanken Fonder
240
Handelsbanken Fonder
Sweden
$91.5M +$1.25M +9,870 +1%
WF
241
Welch & Forbes
Massachusetts
$89M +$401K +3,152 +0.5%
FWIA
242
Fort Washington Investment Advisors
Ohio
$88.1M -$13M -102,690 -13%
TP
243
Thunderbird Partners
United Kingdom
$88M +$15.5M +121,795 +21%
TRSOTSOK
244
Teachers Retirement System of the State of Kentucky
Kentucky
$87.3M -$5.51M -43,400 -6%
GIBU
245
Gulf International Bank (UK)
United Kingdom
$86.7M -$6.06M -47,713 -7%
OAM
246
Oppenheimer Asset Management
New York
$85.2M +$384K +3,021 +0.5%
BC
247
Bartlett & Co
Ohio
$84.7M -$8.51K -67 -0%
BCWM
248
Bartlett & Co Wealth Management
Ohio
$84.7M -$8.51K -67 -0%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$83.6M +$6.02M +47,391 +8%
BGC
250
Beutel, Goodman & Co
Ontario, Canada
$82.9M +$4.89M +38,480 +6%
8 9
10
11 12