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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$6.63B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$161M
3
Citadel Advisors
Citadel Advisors
Florida
$18.9M
4
Ameriprise
Ameriprise
Minnesota
$2.8B
5
Boston Partners
Boston Partners
Massachusetts
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
3101
C.M. Bidwell & Associates
Hawaii
$4K -$3.31K -29 -45%
NDSI
3102
Newman Dignan & Sheerar Inc
Rhode Island
$3.06K +$4 +34 +0.1%
CWA
3103
Carolina Wealth Advisors
South Carolina
$3K -$2.88K -24 -49%
UFF
3104
USA Financial Formulas
Michigan
$3K -$2.29K -16 -43%
MIM
3105
Macroview Investment Management
Maryland
$3K +$143 +1 +5%
UOTTAIMCU
3106
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K +$3K +20 New
HFS
3107
Horizon Financial Services
North Carolina
$2K – – –
DCM
3108
Davidson Capital Management
Texas
$2K +$667 +5 +50%
CRI
3109
Colonial River Investments
Virginia
$1.18K +$1.18K +8,482 New
TFA
3110
Transamerica Financial Advisors
Florida
$1K -$833 -5 -45%
AIM
3111
Axiom Investment Management
New York
$502 +$178 +1,213 +55%
MS
3112
Marshall & Sullivan
Washington
$450 -$3.1K -393 -87%
FI
3113
Fosun International
China
$415 – – –
Walleye Capital
3114
Walleye Capital
New York
$281 +$281 +2,213 New
SC
3115
Solstein Capital
California
$213 +$33 +258 +19%
EC
3116
Eminence Capital
New York
– -$144M -1,493,539 Closed
MMH
3117
Menora Mivtachim Holdings
Israel
– -$94.2M -978,061 Closed
Berkshire Hathaway
3118
Berkshire Hathaway
Nebraska
– -$93.1M -967,267 Closed
EC
3119
EJF Capital
Virginia
– -$89M -924,000 Closed
MWA
3120
Marshall Wace Asia
Hong Kong
– -$85.6M -888,895 Closed
ERSOT
3121
Employees Retirement System of Texas
Texas
– -$62.6M -650,034 Closed
William Blair Investment Management
3122
William Blair Investment Management
Illinois
– -$45M -467,224 Closed
ECP
3123
Empyrean Capital Partners
California
– -$32.9M -342,088 Closed
CC
3124
Carlson Capital
Texas
– -$30.3M -314,256 Closed
CCA
3125
Canyon Capital Advisors
Texas
– -$28.9M -300,100 Closed
123 124
125
126 127