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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 %
Barclays
51
Barclays
United Kingdom
$885M +$212M +1,664,896 +31%
RJA
52
Raymond James & Associates
Florida
$882M +$211K +1,657 +0%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$876M +$175M +1,374,805 +25%
DSA
54
Davis Selected Advisers
Arizona
$871M -$36.7M -289,068 -4%
Fisher Asset Management
55
Fisher Asset Management
Washington
$832M +$44.5M +350,211 +6%
APG Asset Management
56
APG Asset Management
Netherlands
$819M -$16.8M -161,563 -2%
CS
57
Credit Suisse
Switzerland
$795M +$24.7M +194,743 +3%
ClearBridge Investments
58
ClearBridge Investments
New York
$770M +$11.1M +87,631 +1%
American Century Companies
59
American Century Companies
Missouri
$748M +$216M +1,699,984 +41%
PI
60
Putnam Investments
Massachusetts
$746M -$65.3M -514,152 -8%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$736M +$6.88M +54,180 +0.9%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$722M +$2.33M +18,364 +0.3%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$675M +$78.5M +617,847 +13%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$663M +$30.5M +241,816 +5%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$662M +$16.1M +126,471 +2%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$628M +$32.6M +256,727 +5%
Citigroup
67
Citigroup
New York
$621M -$44.9M -353,344 -7%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$617M +$38.4M +301,888 +7%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$606M +$66.4M +522,404 +12%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$595M +$16.8M +132,578 +3%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$560M +$43.3M +340,886 +8%
Barrow, Hanley, Mewhinney & Strauss
72
Barrow, Hanley, Mewhinney & Strauss
Texas
$555M -$60.5M -476,486 -10%
Fayez Sarofim & Co
73
Fayez Sarofim & Co
Texas
$538M -$2.8M -22,049 -0.5%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$532M -$15.7M -123,704 -3%
Fidelity International
75
Fidelity International
Bermuda
$532M -$59.7M -469,587 -10%
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