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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
1
Capital Research Global Investors
California
$4.79B
2
Sanders Capital
2
Sanders Capital
Florida
$1.55B
3
KBC Group
3
KBC Group
Belgium
$3.54B
4
Capital World Investors
4
Capital World Investors
California
$10.3B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.85B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.63B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$161M
3
Citadel Advisors
3
Citadel Advisors
Florida
$18.9M
4
Ameriprise
4
Ameriprise
Minnesota
$2.8B
5
Boston Partners
5
Boston Partners
Massachusetts
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$2.12B -$45.7M -359,992 -2%
Invesco
27
Invesco
Georgia
$1.86B +$31.6M +248,358 +2%
Primecap Management
28
Primecap Management
California
$1.84B -$263M -2,069,585 -13%
Deutsche Bank
29
Deutsche Bank
Germany
$1.75B +$377M +2,967,960 +27%
UBS AM
30
UBS AM
Illinois
$1.66B -$267M -2,104,380 -14%
Goldman Sachs
31
Goldman Sachs
New York
$1.55B +$144M +1,136,533 +10%
Sanders Capital
32
Sanders Capital
Florida
$1.55B +$1.22B +9,566,427 +364%
Dodge & Cox
33
Dodge & Cox
California
$1.54B -$61.1M -480,748 -4%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$1.38B -$192M -1,508,639 -12%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$1.37B -$47.6M -375,127 -3%
PPA
36
Parametric Portfolio Associates
Washington
$1.33B -$23.6M -185,946 -2%
Boston Partners
37
Boston Partners
Massachusetts
$1.12B -$321M -2,526,405 -22%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.09B -$3.24M -25,515 -0.3%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$1.08B -$24.9M -180,457 -2%
Viking Global Investors
40
Viking Global Investors
Connecticut
$1.07B -$126M -991,900 -10%
DZ Bank
41
DZ Bank
Germany
$1.07B -$63M -502,471 -6%
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.03B -$133M -1,044,906 -11%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03B +$96.4M +758,753 +10%
Allianz Asset Management
44
Allianz Asset Management
Germany
$1.01B +$168M +1,325,136 +20%
DCP
45
D1 Capital Partners
New York
$1.01B +$50.2M +394,870 +5%
EVM
46
Eaton Vance Management
Massachusetts
$989M +$2.64M +20,773 +0.3%
Principal Financial Group
47
Principal Financial Group
Iowa
$925M +$19.3M +151,642 +2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$917M +$35M +275,187 +4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$917M +$20.5M +161,188 +2%
Aristotle Capital Management
50
Aristotle Capital Management
California
$914M +$40.3M +316,941 +5%
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