JPM icon

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 %
CI
126
Cincinnati Insurance
Ohio
$256M – – –
C
127
Consulta
United Kingdom
$254M – – –
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$251M +$4.54M +36,089 +2%
M&T Bank
129
M&T Bank
New York
$248M +$1.66M +13,082 +0.7%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$245M +$32.8M +258,188 +15%
OTPPB
131
Ontario Teachers' Pension Plan Board
Ontario, Canada
$242M -$3.01M -23,721 -1%
WRF
132
Waddell & Reed Financial
Kansas
$242M +$94.6M +744,080 +64%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$241M -$11.8M -92,788 -5%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$239M -$10.3M -80,831 -4%
SP
135
Sarasin & Partners
United Kingdom
$237M +$11.4M +89,961 +5%
Pzena Investment Management
136
Pzena Investment Management
New York
$232M -$1.25M -9,851 -0.5%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$231M +$4.87M +38,377 +2%
SCM
138
Steadfast Capital Management
New York
$230M -$28M -220,551 -11%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$227M +$46.3M +365,702 +26%
HNB
140
Huntington National Bank
Ohio
$224M -$922K -7,253 -0.4%
Diamond Hill Capital Management
141
Diamond Hill Capital Management
Ohio
$223M +$2.97M +23,411 +1%
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$223M -$2.62M -20,637 -1%
SO
143
STRS Ohio
Ohio
$221M -$16.8M -131,868 -7%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$220M -$1.6M -12,579 -0.7%
Millennium Management
145
Millennium Management
New York
$214M +$116M +913,475 +119%
HighTower Advisors
146
HighTower Advisors
Illinois
$212M +$14.9M +117,200 +8%
PAM
147
Panagora Asset Management
Massachusetts
$212M +$23.3M +183,697 +12%
William Blair & Company
148
William Blair & Company
Illinois
$211M +$34.8M +273,824 +20%
LPL Financial
149
LPL Financial
California
$211M +$12.1M +94,984 +6%
AII
150
AGF Investments Inc
Ontario, Canada
$206M -$30.4M -239,097 -13%
4 5
6
7 8