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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 %
Mawer Investment Management
101
Mawer Investment Management
Alberta, Canada
$362M +$21.5M +169,346 +6%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$362M +$593K +4,669 +0.2%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$348M -$7.61M -59,864 -2%
FMI
104
Fiduciary Management Inc
Wisconsin
$343M -$13M -102,586 -4%
WT
105
Wellcome Trust
United Kingdom
$343M – – –
Truist Financial
106
Truist Financial
North Carolina
$340M +$10.2M +80,403 +3%
JPMPWA
107
J.P. Morgan Private Wealth Advisors
California
$338M +$18.7M +146,983 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
108
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$334M +$47.6M +374,342 +17%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$329M -$17.9M -140,660 -5%
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$329M +$5.44M +48,660 +2%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$323M -$34.3M -269,942 -10%
Victory Capital Management
112
Victory Capital Management
Texas
$312M +$15.5M +121,861 +5%
Luther King Capital Management (LKCM)
113
Luther King Capital Management (LKCM)
Texas
$307M +$1.71M +13,447 +0.6%
Brown Advisory
114
Brown Advisory
Maryland
$306M +$7.42M +58,411 +2%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$302M -$1.08M -8,471 -0.4%
Federated Hermes
116
Federated Hermes
Pennsylvania
$299M +$27.9M +219,665 +10%
AG
117
Aperio Group
California
$293M +$9.93M +78,148 +4%
KeyBank National Association
118
KeyBank National Association
Ohio
$290M -$283K -2,224 -0.1%
MSE
119
MUFG Securities EMEA
United Kingdom
$287M +$5.22M +41,047 +2%
BWA
120
Brave Warrior Advisors
New York
$283M -$2.11M -16,620 -0.7%
DekaBank Deutsche Girozentrale
121
DekaBank Deutsche Girozentrale
Germany
$277M +$7.88M +62,721 +3%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$274M +$16.4M +129,069 +6%
Retirement Systems of Alabama
123
Retirement Systems of Alabama
Alabama
$267M -$502K -3,948 -0.2%
Jennison Associates
124
Jennison Associates
New York
$267M +$7.09M +55,795 +3%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$260M -$18.8M -147,915 -7%
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5
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