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

Top Sellers

1
State Street
State Street
Massachusetts
$10.6B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.15B
3
BIT
BlackRock Institutional Trust
California
$6.65B
4
UBS Group
UBS Group
Switzerland
$830M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
251
Jupiter Asset Management
United Kingdom
$65.8M +$15.7M +231,652 +31%
SIM
252
Stelliam Investment Management
New York
$65.7M -$36.9M -545,000 -36%
SCP
253
Seizert Capital Partners
Michigan
$65.5M -$2.34M -34,580 -3%
BCM
254
Becker Capital Management
Oregon
$65.3M +$3.31M +48,917 +5%
Zurich Cantonal Bank
255
Zurich Cantonal Bank
Switzerland
$64.6M +$4.04M +59,646 +7%
HIMCH
256
Hartford Investment Management Co (HIMCO)
Connecticut
$64.4M +$197K +2,912 +0.3%
ECA
257
Endeavour Capital Advisors
Connecticut
$64.2M -$22.4M -330,750 -26%
Janus Henderson Group
258
Janus Henderson Group
United Kingdom
$63.8M -$368K -5,425 -0.6%
SW
259
SVB Wealth
Massachusetts
$63.5M +$1.91M +28,127 +3%
BTW
260
Boston Trust Walden
Massachusetts
$62.8M -$1.2M -17,647 -2%
CC
261
Carlson Capital
Texas
$62.7M -$88.4M -1,304,883 -58%
IRF
262
IBM Retirement Fund
New York
$61.4M -$1.65M -24,295 -3%
Nomura Holdings
263
Nomura Holdings
Japan
$61.3M -$113M -1,693,849 -65%
SBAM
264
Santa Barbara Asset Management
California
$61.2M +$789K +31,258 +1%
TCM
265
Tetrem Capital Management
Manitoba, Canada
$61.1M -$594K -8,769 -1%
PMG
266
Private Management Group
California
$60.3M -$933K -13,769 -2%
HCM
267
Huber Capital Management
California
$59.8M -$14.1M -208,310 -19%
MMH
268
Menora Mivtachim Holdings
Israel
$59.5M +$438K +6,470 +0.7%
GG
269
Gofen & Glossberg
Illinois
$59.4M +$484K +7,149 +0.8%
NG
270
NatWest Group
United Kingdom
$59.3M +$10.1M +149,379 +21%
CP
271
Cumberland Partners
Ontario, Canada
$59M -$1.12M -16,525 -2%
AIM
272
abrdn Investment Management
United Kingdom
$58.7M -$1.3M -19,197 -2%
Natixis Advisors
273
Natixis Advisors
Massachusetts
$57M +$4.19M +61,813 +8%
EIM
274
ExxonMobil Investment Management
Texas
$55.8M -$4.93M -72,744 -8%
WG
275
Winton Group
United Kingdom
$55.7M -$7.5M -110,656 -12%
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