JPMorgan Chase
JPM
3,126 hedge funds and large institutions have $280B invested in JPMorgan Chase in 2020 Q4 according to their latest regulatory filings, with 429 funds opening new positions, 1,311 increasing their positions, 1,163 reducing their positions, and 90 closing their positions.
377% more first-time investments, than exits
New positions opened: 429 | Existing positions closed: 90
90% more funds holding in top 10
Funds holding in top 10: 281 → 533 (+252)
35% more capital invested
Capital invested by funds: $207B → $280B (+$73.1B)
13% more repeat investments, than reductions
Existing positions increased: 1,311 | Existing positions reduced: 1,163
11% more funds holding
Funds holding: 2,827 → 3,126 (+299)
1.14% more ownership
Funds ownership: 70.53% → 71.67% (+1.1%)
21% less call options, than puts
Call options by funds: $5.85B | Put options by funds: $7.45B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.57B |
| 2 |
Sanders Capital
West Palm Beach,
Florida
|
+$1.07B |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$678M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$627M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$462M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$694M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$601M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$365M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$294M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$282M |
JPM Hedge Fund Activity: Q4 2020 in Review
3,126 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2020, worth a combined $280B — up 35% from $207B a quarter earlier.
Buyers outnumbered sellers: 429 funds opened new JPM positions and 90 closed out — a net gain of 339 holders — while 1,311 added to existing stakes and 1,163 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.57B. The largest seller was Bank of America, cutting an estimated $694M.
- 3,126 institutional investors held JPMorgan Chase (JPM) as of Q4 2020, up from 2,827 in Q3 2020.
- Funds reported $280B of JPMorgan Chase stock for Q4 2020, up 35% quarter-over-quarter.
- 429 funds opened new JPMorgan Chase positions in Q4 2020 and 90 closed out, a net change of +339 holders.
- The largest JPMorgan Chase buyer in Q4 2020 was Capital Research Global Investors, an estimated $1.57B added.
- The largest JPMorgan Chase seller in Q4 2020 was Bank of America, an estimated $694M sold.
Based on aggregated 13F filings for Q4 2020.