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JPMorgan Chase
JPM

Overview Fund Activity

1,845 hedge funds and large institutions have $187B invested in JPMorgan Chase in 2015 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 765 increasing their positions, 730 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+44
Holders Change %
+2.44%
% of All Funds
49.76%
Holding in Top 10
476
Holding in Top 10 Change
+118
Holding in Top 10 Change %
+32.96%
% of All Funds
12.84%
New
126
Increased
765
Reduced
730
Closed
59
Calls
$3.76B
Puts
$2.64B
Net Calls
+$1.12B
Net Calls Change
+$1.13B

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$825M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$9.03B
3
Primecap Management
3
Primecap Management
California
$466M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$254M
5
O
5
OppenheimerFunds
New York
$936M

Top Sellers

1
State Street
1
State Street
Massachusetts
$10.6B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.15B
3
BIT
3
BlackRock Institutional Trust
California
$6.65B
4
UBS Group
4
UBS Group
Switzerland
$830M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
226
Huntington National Bank
Ohio
$84.9M +$1.93M +28,446 +2%
SCM
227
Smead Capital Management
Arizona
$84.3M +$6.53M +96,390 +8%
ERSOT
228
Employees Retirement System of Texas
Texas
$82.5M +$407K +6,000 +0.5%
RIM
229
RS Investment Management
California
$82.1M -$22M -325,315 -21%
Nomura Asset Management
230
Nomura Asset Management
Japan
$79.9M -$5.83M -86,005 -7%
ProShare Advisors
231
ProShare Advisors
Maryland
$79.5M -$12.3M -182,212 -13%
FQ
232
First Quadrant
California
$78.4M +$583K +8,600 +0.7%
DRZID
233
DePrince Race & Zollo Inc (DRZ)
Florida
$78.3M -$23.4M -345,570 -23%
AG
234
Aperio Group
California
$77.8M +$8.79M +129,740 +13%
KIG
235
Kovitz Investment Group
Illinois
$75.4M -$3.66M -53,959 -5%
OA
236
Omega Advisors
New York
$74.9M +$251K +3,700 +0.3%
BAPIM
237
British Airways Pensions Investment Management
United Kingdom
$74.2M +$31.3M +462,380 +73%
VRS
238
Virginia Retirement Systems
Virginia
$73.7M +$9.81M +144,759 +15%
BNP Paribas Asset Management
239
BNP Paribas Asset Management
France
$73.4M -$6.67M -98,509 -8%
GIBU
240
Gulf International Bank (UK)
United Kingdom
$73.2M +$82.3K +1,215 +0.1%
ACM
241
Argent Capital Management
Missouri
$72.9M -$328K -4,840 -0.4%
ZIM
242
Zacks Investment Management
Illinois
$71.4M +$1.73M +25,465 +2%
VFA
243
Virtus Fund Advisers
Connecticut
$70.8M -$26.6M -392,341 -27%
PC
244
Polar Capital
United Kingdom
$70.3M -$976K -14,401 -1%
CLOS
245
Compagnie Lombard Odier SCmA
Switzerland
$69.8M -$16.4M -242,585 -19%
SWITC
246
Stewart West Indies Trading Company
Colorado
$69.7M – – –
DCM
247
Dupont Capital Management
Delaware
$68.1M +$6.64M +97,997 +11%
FPP
248
Findlay Park Partners
United Kingdom
$67.8M +$67.8M +1,000,000 New
CB
249
Commerce Bank
Missouri
$66.5M +$5.13M +75,748 +8%
BAMF
250
BI Asset Management Fondsmaeglerselskab
Denmark
$66.3M +$11.8M +173,700 +22%
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