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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 %
CCM
301
Cullen Capital Management
New York
$60.7M -$10.9M -85,976 -15%
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$60.6M +$1.8M +14,181 +3%
SCA
303
STALEY CAPITAL ADVISERS
Pennsylvania
$60.4M -$2.09M -16,476 -3%
LWCA
304
Locust Wood Capital Advisers
New York
$60M +$21.5M +168,900 +56%
NC
305
Nicholas Company
Wisconsin
$59.8M -$76.2K -600 -0.1%
PWLP
306
Prio Wealth Limited Partnership
Massachusetts
$59.2M -$849K -6,684 -1%
PI
307
PGGM Investments
Netherlands
$59M +$59M +464,216 New
PGEBT
308
Pactiv General Employee Benefit Trust
Illinois
$58.9M -$64.7M -509,000 -52%
Marshall Wace
309
Marshall Wace
United Kingdom
$58.8M -$46.1M -362,647 -44%
ACH
310
ArrowMark Colorado Holdings
Colorado
$58.5M +$34.2M +269,400 +141%
Squarepoint
311
Squarepoint
New York
$57.7M -$20.6M -161,884 -26%
MVP
312
Miller Value Partners
Florida
$57M +$6.81M +53,578 +14%
BCM
313
Becker Capital Management
Oregon
$56.3M -$831K -6,537 -1%
RG
314
Rathbones Group
United Kingdom
$55.9M +$6M +47,233 +12%
WI
315
Wafra Inc
New York
$55.9M +$5.06M +39,847 +10%
BHC
316
Bowen Hanes & Co
Florida
$55.8M -$1.68M -13,256 -3%
TAM
317
Todd Asset Management
Kentucky
$55.8M -$3.21M -25,235 -5%
CI
318
Conning Inc
Connecticut
$55.6M -$2.85M -22,443 -5%
UB
319
UMB Bank
Missouri
$55.4M -$2.85M -22,426 -5%
BAM
320
Berkshire Asset Management
Pennsylvania
$55.3M +$5.41M +42,541 +11%
AAM
321
Advisors Asset Management
Colorado
$55.1M +$4.63M +36,415 +9%
SCP
322
Seizert Capital Partners
Michigan
$54.8M -$6.45M -50,734 -11%
NP
323
NS Partners
United Kingdom
$54.2M +$9.66K +76 +0%
MSA
324
Mason Street Advisors
Wisconsin
$53.4M -$960K -7,552 -2%
PSUF
325
People's United Financial
Connecticut
$53.2M -$1.76M -13,858 -3%
11 12
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