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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 %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$205M -$267M -2,098,666 -57%
Asset Management One
152
Asset Management One
Japan
$204M -$2.74M -21,927 -1%
RCAMU
153
Rothschild & Co Asset Management US
Connecticut
$198M +$80M +629,477 +68%
AGDR
154
AdamCapital Gestao de Recursos
Brazil
$192M -$11.4M -89,790 -6%
Aberdeen Group
155
Aberdeen Group
United Kingdom
$191M +$10.3M +80,826 +6%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$191M -$7.2M -56,681 -4%
RFC
157
Regions Financial Corp
Alabama
$190M +$4.48M +35,292 +2%
HTC
158
Haverford Trust Company
Pennsylvania
$189M +$3.14M +24,728 +2%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$188M +$47.5M +373,610 +34%
CI Investments Inc
160
CI Investments Inc
Ontario, Canada
$182M -$37.4M -294,441 -17%
SCCM
161
Schafer Cullen Capital Management
New York
$182M -$17.1M -134,569 -9%
Aviva
162
Aviva
United Kingdom
$180M -$11.5M -90,744 -6%
DC
163
Davenport & Co
Virginia
$180M -$450K -3,544 -0.2%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$177M +$1.12M +8,814 +0.6%
Jane Street
165
Jane Street
New York
$172M +$124M +973,727 +257%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$172M -$3.51M -27,604 -2%
CB
167
Commerce Bank
Missouri
$170M -$55.4K -436 -0%
CII
168
Capital International Inc
California
$164M +$11.7M +91,996 +8%
Nomura Asset Management
169
Nomura Asset Management
Japan
$163M +$59.2M +465,772 +57%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$163M +$968K +7,620 +0.6%
HA
171
Homestead Advisers
Virginia
$162M -$3.94M -31,000 -2%
WHG
172
Westwood Holdings Group
Texas
$162M -$5.08M -39,949 -3%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$161M -$683M -5,378,104 -81%
Rafferty Asset Management
174
Rafferty Asset Management
New York
$160M +$26.8M +210,941 +20%
AAMU
175
AEGON Asset Management (UK)
United Kingdom
$155M -$713K -5,617 -0.5%
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