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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
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 %
SCM
251
Smead Capital Management
Arizona
$82.1M -$3.1M -24,396 -4%
CA
252
Capitolis Advisors
New York
$81.9M +$81.9M +644,420 New
TAF
253
Tredje AP-fonden
Sweden
$80.9M +$12.3M +97,000 +18%
TF
254
TIAA FSB
Florida
$80.8M -$3.38M -26,587 -4%
H
255
Hexavest
Quebec, Canada
$80.2M -$34.4M -271,107 -30%
NAM
256
Nissay Asset Management
Japan
$79.7M +$7.49M +58,965 +10%
AIA
257
Avalon Investment & Advisory
Texas
$78.8M -$2.35M -18,500 -3%
CLOS
258
Compagnie Lombard Odier SCmA
Switzerland
$78.6M +$4.67M +36,714 +6%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$78.4M +$2.44M +19,188 +3%
MA
260
MUFG Americas
New York
$77.7M -$208K -1,633 -0.3%
URS
261
Utah Retirement Systems
Utah
$77.2M +$3.32M +26,100 +4%
MNG
262
Manning & Napier Group
New York
$77.2M -$3.69M -29,005 -5%
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$76.5M -$847K -6,669 -1%
Creative Planning
264
Creative Planning
Kansas
$75.5M +$2.87M +22,564 +4%
GH
265
Grosvenor Holdings
Illinois
$75.2M +$75.2M +591,900 New
ASC
266
Atalanta Sosnoff Capital
New York
$75M +$2.25M +17,696 +3%
Fiera Capital (Canada)
267
Fiera Capital (Canada)
Quebec, Canada
$74.8M -$656K -5,160 -0.9%
MSL
268
Mackay Shields LLC
New York
$74.6M -$590K -4,644 -0.8%
WT
269
Whittier Trust
California
$73.7M +$1.33M +10,453 +2%
WJWM
270
Williams Jones Wealth Management
New York
$73.5M +$1.42M +11,153 +2%
Two Sigma Advisers
271
Two Sigma Advisers
New York
$73.5M -$53.9M -424,100 -42%
RCM
272
RNC Capital Management
California
$72.8M +$11.8M +92,896 +19%
HPC
273
HM Payson & Co
Maine
$71.5M -$698K -5,493 -1%
Cambridge Investment Research Advisors
274
Cambridge Investment Research Advisors
Iowa
$70.9M -$3.16M -24,905 -4%
BMO
275
Beck Mack & Oliver
New York
$70.9M -$3M -23,572 -4%
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