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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 %
GT
176
Glenmede Trust
Pennsylvania
$153M -$684K -5,382 -0.4%
EIP
177
Epoch Investment Partners
New York
$153M +$30.6M +240,630 +25%
CBT
178
Capital Bank & Trust
California
$148M -$645K -5,077 -0.4%
Los Angeles Capital Management
179
Los Angeles Capital Management
California
$148M +$59.8M +470,282 +68%
AQR Capital Management
180
AQR Capital Management
Connecticut
$148M -$62.8M -501,680 -30%
GIA
181
Gateway Investment Advisers
Ohio
$146M -$4.86M -38,251 -3%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$145M +$211K +1,657 +0.1%
JWBC
183
John W. Bristol & Co
New York
$142M -$469K -3,689 -0.3%
Skandinaviska Enskilda Banken (SEB)
184
Skandinaviska Enskilda Banken (SEB)
Sweden
$138M +$5.22M +41,025 +4%
Natixis Advisors
185
Natixis Advisors
Massachusetts
$138M +$7M +55,078 +5%
PP
186
Prudential plc
United Kingdom
$134M -$40.3M -316,786 -23%
AA
187
ALPS Advisors
Colorado
$131M +$416K +3,270 +0.3%
Bank Julius Baer & Co
188
Bank Julius Baer & Co
Switzerland
$130M +$4.51M +35,464 +4%
Macquarie Group
189
Macquarie Group
Australia
$128M -$4.43M -34,900 -3%
AIM
190
Artemis Investment Management
United Kingdom
$128M +$31M +243,787 +32%
HIIFS
191
Harel Insurance Investments & Financial Services
Israel
$128M +$56.1M +424,977 +79%
SC
192
Scotia Capital
Ontario, Canada
$127M -$1.6M -12,568 -1%
Calamos Advisors
193
Calamos Advisors
Illinois
$127M -$17M -134,102 -12%
MWNA
194
Marshall Wace North America
New York
$125M -$95.9M -754,903 -43%
Osaic Holdings
195
Osaic Holdings
Arizona
$122M -$2.65M -20,860 -2%
BMSSC
196
B. Metzler seel. Sohn & Co
Germany
$122M +$122M +967,570 New
PI
197
PineBridge Investments
New York
$122M -$20.9M -164,192 -15%
Comerica Bank
198
Comerica Bank
Texas
$122M -$6.54M -48,855 -5%
AACR
199
ACR Alpine Capital Research
Missouri
$120M -$2M -15,757 -2%
DnB Asset Management
200
DnB Asset Management
Norway
$119M +$61.3M +482,508 +105%
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