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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 %
Stifel Financial
76
Stifel Financial
Missouri
$529M +$8.39M +66,025 +2%
Swedbank
77
Swedbank
Sweden
$529M +$116M +926,795 +28%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$518M -$706K -5,559 -0.1%
AAMU
79
Amundi Asset Management US
Massachusetts
$516M +$55M +432,849 +12%
Lazard Asset Management
80
Lazard Asset Management
New York
$498M +$3.39M +26,685 +0.7%
Bessemer Group
81
Bessemer Group
New Jersey
$496M +$55.3M +435,133 +13%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$490M +$44M +346,169 +10%
LSV Asset Management
83
LSV Asset Management
Illinois
$489M -$96.2M -757,000 -16%
BG
84
Bahl & Gaynor
Ohio
$485M -$12.6M -99,101 -3%
US Bancorp
85
US Bancorp
Minnesota
$485M +$8.93M +70,244 +2%
Robeco Institutional Asset Management
86
Robeco Institutional Asset Management
Netherlands
$469M -$32.6M -256,662 -6%
Prudential Financial
87
Prudential Financial
New Jersey
$458M +$67.6M +531,696 +17%
GRQ
88
Gardner Russo & Quinn
Pennsylvania
$456M -$23.5M -185,273 -5%
National Pension Service
89
National Pension Service
South Korea
$456M +$1.85M +14,593 +0.4%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$424M +$9.38M +73,816 +2%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$404M +$9.99M +78,648 +3%
BGIM
92
Brandywine Global Investment Management
Pennsylvania
$399M +$1.35M +10,622 +0.3%
Bank of Nova Scotia
93
Bank of Nova Scotia
Ontario, Canada
$396M +$208M +1,640,010 +111%
Lord, Abbett & Co
94
Lord, Abbett & Co
New Jersey
$391M +$53M +416,831 +16%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$383M -$18.8M -147,700 -5%
TIM
96
Thornburg Investment Management
New Mexico
$379M -$58.6M -460,952 -13%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$379M +$35.2M +276,996 +10%
Canada Life
98
Canada Life
Manitoba, Canada
$375M -$2.37M -18,683 -0.6%
CWM
99
CIBC World Markets
New York
$370M +$172M +1,354,028 +87%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$370M +$16.4M +128,718 +5%
2 3
4
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