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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 %
PC
276
PM Capital
Australia
$55.6M +$4.48M +66,100 +9%
DnB Asset Management
277
DnB Asset Management
Norway
$55.1M +$2.12M +31,285 +4%
Macquarie Group
278
Macquarie Group
Australia
$54.9M -$18M -265,623 -25%
PIA
279
Piedmont Investment Advisors
North Carolina
$54.6M +$54.5M +804,215 +54,376%
TAM
280
Todd Asset Management
Kentucky
$54.4M -$438K -6,457 -0.8%
DL
281
Delta Lloyd
Netherlands
$54.3M -$21.6M -318,352 -28%
Marshall Wace
282
Marshall Wace
United Kingdom
$53.9M +$11.1M +163,545 +26%
SFM
283
Systematic Financial Management
New Jersey
$53.9M +$75.5K +1,114 +0.1%
QI
284
QS Investors
New York
$53.8M +$7.38M +108,900 +16%
HI
285
Honeywell International
North Carolina
$53.2M -$41.2M -608,100 -44%
FAF
286
Fjarde Ap-fonden
Sweden
$53.2M -$3.93M -58,002 -7%
DFO
287
Duquesne Family Office
New York
$52.7M +$52.7M +777,300 New
CC
288
Curian Capital
Colorado
$52.6M +$736K +10,869 +1%
Lazard Asset Management
289
Lazard Asset Management
New York
$51.6M -$3.12M -46,017 -6%
FIM
290
Foresters Investment Management
New York
$51.5M +$1.65M +24,400 +3%
UCFA
291
United Capital Financial Advisors
Texas
$50.8M +$456K +6,737 +0.9%
BMO
292
Beck Mack & Oliver
New York
$50.8M +$45.7M +675,047 +904%
PNC
293
Park National Corp
Ohio
$50.5M -$1.75M -25,781 -3%
GH
294
GAM Holding
Switzerland
$49.8M +$12.1M +178,942 +32%
BCM
295
Basswood Capital Management
New York
$49.7M – – –
AIA
296
Avalon Investment & Advisory
Texas
$49.6M +$13.1M +192,901 +36%
Asset Management One
297
Asset Management One
Japan
$49.4M -$3.09M -45,805 -6%
OPERF
298
Oregon Public Employees Retirement Fund
Oregon
$48.7M -$312K -4,600 -0.6%
MA
299
MUFG Americas
New York
$48.6M -$152K -2,240 -0.3%
BFS
300
Bradley Foster & Sargent
Connecticut
$48.4M +$2.1M +30,988 +5%
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