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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$30.9B +$107M +843,422 +0.3%
BlackRock
2
BlackRock
New York
$24.5B -$191M -1,502,688 -0.8%
State Street
3
State Street
Massachusetts
$17.2B +$28.3M +222,433 +0.2%
Capital World Investors
4
Capital World Investors
California
$10.3B +$770M +6,062,651 +8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$7.4B +$242M +1,906,716 +3%
Bank of America
6
Bank of America
North Carolina
$6.63B -$789M -6,209,466 -11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.64B +$76.2M +600,972 +1%
Northern Trust
8
Northern Trust
Illinois
$5.23B -$160M -1,260,296 -3%
Morgan Stanley
9
Morgan Stanley
New York
$4.98B +$260M +2,044,249 +6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$4.89B +$215M +1,691,888 +5%
Capital Research Global Investors
11
Capital Research Global Investors
California
$4.79B +$1.79B +14,089,562 +60%
Capital International Investors
12
Capital International Investors
California
$4.52B +$204M +1,605,420 +5%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$4.42B -$347K -2,733 -0%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$3.85B +$713M +5,610,076 +23%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.79B -$91.3M -718,316 -2%
KBC Group
16
KBC Group
Belgium
$3.54B +$1.05B +1,553,840 +42%
Wells Fargo
17
Wells Fargo
California
$3.54B +$48.9M +384,689 +1%
Norges Bank
18
Norges Bank
Norway
$3.5B +$126M +993,903 +4%
Franklin Resources
19
Franklin Resources
California
$3.44B +$60.4M +475,377 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.02B +$525M +4,133,651 +21%
Ameriprise
21
Ameriprise
Minnesota
$2.8B -$334M -2,630,959 -11%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$2.73B -$168M -1,323,593 -6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$2.58B -$32.9M -259,251 -1%
Legal & General Group
24
Legal & General Group
United Kingdom
$2.34B +$899K +7,077 +0%
UBS Group
25
UBS Group
Switzerland
$2.26B +$941K +7,409 +0%
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