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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
+$1.79B
2
Sanders Capital
Sanders Capital
Florida
+$1.22B
3
KBC Group
KBC Group
Belgium
+$1.05B
4
Capital World Investors
Capital World Investors
California
+$770M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$713M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$789M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$683M
3
Citadel Advisors
Citadel Advisors
Florida
-$415M
4
Ameriprise
Ameriprise
Minnesota
-$334M
5
Boston Partners
Boston Partners
Massachusetts
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
351
Cambridge Trust
Massachusetts
$47.9M -$8.01K -63 -0%
SMDAM
352
Sumitomo Mitsui DS Asset Management
Japan
$47.9M +$594K +4,672 +1%
SDIC
353
South Dakota Investment Council
South Dakota
$47.7M -$432K -3,400 -0.9%
RL
354
Ruffer LLP
United Kingdom
$47.1M +$11.9M +93,451 +34%
CM
355
Corvex Management
New York
$46.6M +$13.3M +104,600 +40%
NLGIA
356
Nippon Life Global Investors Americas
New York
$46.1M +$1.14M +8,980 +3%
EB
357
Eastern Bank
Massachusetts
$45.9M +$1.11M +8,737 +2%
VDI
358
Vaughan David Investments
Illinois
$45.8M -$231K -1,814 -0.5%
GC
359
Guggenheim Capital
Illinois
$45.8M +$10.9K +86 +0%
SF
360
Synovus Financial
Georgia
$45.7M +$474K +3,731 +1%
HIMCH
361
Hartford Investment Management Co (HIMCO)
Connecticut
$45.3M +$4.65M +36,629 +11%
TH
362
TCTC Holdings
Texas
$44.8M -$117K -921 -0.3%
CRC
363
Curi RMB Capital
Illinois
$44.8M +$3.79M +29,807 +9%
MAM
364
Madison Asset Management
Wisconsin
$43.9M +$853K +6,711 +2%
GC
365
Giverny Capital
Quebec, Canada
$43.9M +$1.15M +9,087 +3%
KAS
366
Kestra Advisory Services
Texas
$43.9M +$12M +95,668 +38%
ICG
367
InterOcean Capital Group
Tennessee
$42.9M +$42.9M +337,533 New
EDRH
368
Edmond de Rothschild Holding
Switzerland
$42.8M -$3.01M -23,689 -7%
DCM
369
Donaldson Capital Management
Indiana
$42.4M +$879K +6,920 +2%
PWP
370
Principle Wealth Partners
Connecticut
$42.3M +$37.5M +295,120 +778%
FAM
371
Fred Alger Management
New York
$42.2M +$26.1M +205,710 +163%
HW
372
Hancock Whitney
Mississippi
$42M +$987K +7,766 +2%
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$41.7M -$7.23M -56,920 -15%
PP
374
Palladium Partners
Virginia
$41.6M -$248K -1,953 -0.6%
SCM
375
Sirios Capital Management
Massachusetts
$41.6M -$5.27M -41,439 -11%
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