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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 %
TAM
451
Taurus Asset Management
New York
$31.4M -$899K -7,075 -3%
GFI
452
Global Frontier Investments
South Carolina
$31.1M – – –
SPC
453
Stewart & Patten Company
California
$31.1M -$381K -2,995 -1%
HCMT
454
Highland Capital Management (Tennessee)
Tennessee
$30.8M -$742K -5,837 -2%
VCM
455
Vigilant Capital Management
Maine
$30.8M +$1.45M +11,446 +5%
OAC
456
OMERS Administration Corp
Ontario, Canada
$30.7M -$51.5M -405,150 -63%
CCM
457
Chilton Capital Management
Texas
$30.7M -$201K -1,579 -0.6%
EAM
458
Erste Asset Management
Austria
$30.5M +$9.14M +73,064 +43%
OPERF
459
Oregon Public Employees Retirement Fund
Oregon
$30.4M -$940K -7,400 -3%
CS
460
Cannell & Spears
New York
$30.4M -$195K -1,535 -0.6%
MPI
461
Mairs & Power Inc
Minnesota
$30.3M -$61.4K -483 -0.2%
PWP
462
Private Wealth Partners
California
$30.3M +$442K +3,475 +1%
HIMC
463
Heritage Investors Management Corp
Maryland
$30M +$70.7K +556 +0.2%
CTA
464
Carillon Tower Advisers
Florida
$29.9M – – –
FSA
465
Franklin Street Advisors
North Carolina
$29.9M +$819K +6,448 +3%
IG
466
ING Group
Netherlands
$29.8M +$17.1M +134,735 +135%
CSIC
467
Clifford Swan Investment Counsel
California
$29.7M -$536K -4,217 -2%
Daiwa Securities Group
468
Daiwa Securities Group
Japan
$29.6M +$1.07M +8,433 +4%
BB
469
Busey Bank
Illinois
$29.5M -$283K -2,229 -0.9%
ACA
470
Anchor Capital Advisors
Massachusetts
$29.3M -$2.18M -17,125 -7%
Vontobel Holding
471
Vontobel Holding
Switzerland
$29.3M +$29.3M +209,163 New
CS
472
Central Securities
New York
$29.2M – – –
JCM
473
JS Capital Management
New York
$29.2M +$11.4M +90,000 +64%
ECM
474
Estabrook Capital Management
New York
$29.2M -$551K -4,333 -2%
DK
475
Darrell & King
Virginia
$29.1M -$321K -2,529 -1%
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