We are live on ! Find out more
JPM icon

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
3,126
Holders Change
+299
Holders Change %
+10.58%
% of All Funds
55.31%
Holding in Top 10
533
Holding in Top 10 Change
+252
Holding in Top 10 Change %
+89.68%
% of All Funds
9.43%
New
429
Increased
1,311
Reduced
1,163
Closed
90
Calls
$5.85B
Puts
$7.45B
Net Calls
-$1.6B
Net Calls Change
-$210M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.57B
2
Sanders Capital
Sanders Capital
Florida
+$1.07B
3
Capital World Investors
Capital World Investors
California
+$678M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$627M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$462M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$694M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$601M
3
Citadel Advisors
Citadel Advisors
Florida
-$365M
4
Ameriprise
Ameriprise
Minnesota
-$294M
5
Boston Partners
Boston Partners
Massachusetts
-$282M
Name Holding Trade Value Shares
Change 		Change in
Stake
SVC
3151
Strycker View Capital
New York
– -$7.79M -80,939 Closed
CC
3152
Cipher Capital
New York
– -$6.93M -72,020 Closed
Alyeska Investment Group
3153
Alyeska Investment Group
Illinois
– -$6.83M -71,000 Closed
LCM
3154
Laurion Capital Management
New York
– -$7.4M -66,211 Closed
PCA
3155
Private Capital Advisors
Connecticut
– -$6.25M -64,937 Closed
Verition Fund Management
3156
Verition Fund Management
Connecticut
– -$6.06M -62,934 Closed
MCM
3157
Maltese Capital Management
New York
– -$5.69M -59,100 Closed
EGM
3158
Engineers Gate Manager
New York
– -$5.23M -54,300 Closed
CCP
3159
Cunning Capital Partners
North Carolina
– -$4.95M -51,450 Closed
HI
3160
Horizon Investments
North Carolina
– -$4.87M -51,013 Closed
PCM
3161
Pentwater Capital Management
Florida
– -$4.24M -44,000 Closed
BC
3162
Brookfield Corp
Ontario, Canada
– -$4.01M -41,707 Closed
BGC
3163
Birch Grove Capital
New York
– -$3.71M -38,500 Closed
WMSA
3164
Weiss Multi-Strategy Advisers
New York
– -$3.34M -34,676 Closed
TCM
3165
Teza Capital Management
Illinois
– -$3.16M -32,827 Closed
QSS
3166
Quantitative Systematic Strategies
Florida
– -$3.13M -32,500 Closed
Arrowstreet Capital
3167
Arrowstreet Capital
Massachusetts
– -$3.06M -31,788 Closed
C
3168
Chescapmanager
Maryland
– -$2.89M -30,000 Closed
GGI
3169
GPM Growth Investors
Michigan
– -$2.56M -26,606 Closed
FWC
3170
First Washington Corp
Washington
– -$2.41M -25,000 Closed
JGGDR
3171
JGP Global Gestao de Recursos
Brazil
– -$1.93M -20,000 Closed
WCM
3172
Weld Capital Management
New York
– -$1.76M -18,242 Closed
GSC
3173
G&S Capital
Colorado
– -$1.56M -16,191 Closed
TSS
3174
Two Sigma Securities
New York
– -$1.68M -15,074 Closed
Twin Tree Management
3175
Twin Tree Management
Texas
– -$1.68M -15,049 Closed
125 126
127
128 129

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.