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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 %
M2MC
301
Matthew 25 Management Corp
Pennsylvania
$47.9M – – –
HighTower Advisors
302
HighTower Advisors
Illinois
$47.6M +$11.9M +175,970 +33%
Los Angeles Capital Management
303
Los Angeles Capital Management
California
$47.6M +$1.71M +25,292 +4%
HEIP
304
Hudson Edge Investment Partners
New Jersey
$46.3M -$24M -354,365 -34%
GC
305
GMT Capital
Georgia
$46.2M -$5.69M -83,900 -11%
CTB
306
Country Trust Bank
Illinois
$45.6M +$73.7K +1,087 +0.2%
SAM
307
Sentinel Asset Management
Vermont
$45M -$12.5M -183,774 -22%
URS
308
Utah Retirement Systems
Utah
$44.8M -$1.06M -15,700 -2%
BCM
309
Barometer Capital Management
Ontario, Canada
$42.2M +$21.6M +318,850 +105%
BA
310
Boston Advisors
Massachusetts
$41.8M -$310K -4,574 -0.7%
AIMCA
311
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.4M -$6.76M -99,700 -14%
WT
312
Whittier Trust
California
$41.3M +$1.46M +21,595 +4%
PWLP
313
Prio Wealth Limited Partnership
Massachusetts
$41M -$1.33M -19,619 -3%
CBOA
314
Commonwealth Bank of Australia
Australia
$40.9M -$400K -5,898 -1%
Baird Financial Group
315
Baird Financial Group
Wisconsin
$40.9M +$40.9M +604,037 New
PFC
316
Poplar Forest Capital
California
$40.4M -$1.23M -18,144 -3%
MCC
317
Mid Continent Capital
Illinois
$40.3M -$502K -7,413 -1%
RL
318
Ruffer LLP
United Kingdom
$40.2M -$747K -11,020 -2%
EAM
319
Eagle Asset Management
Florida
$39.7M +$369K +5,440 +0.9%
DGHMC
320
Dalton, Greiner, Hartman, Maher & Co
New York
$39.6M -$2.22M -32,807 -5%
BCM
321
Bridgeway Capital Management
Texas
$39.6M +$17.4M +257,192 +79%
LPL Financial
322
LPL Financial
California
$39.6M +$2.32M +34,524 +6%
D.E. Shaw & Co
323
D.E. Shaw & Co
New York
$39.1M +$3.03M +44,686 +8%
William Blair & Company
324
William Blair & Company
Illinois
$38.7M +$351K +5,186 +0.9%
PSUF
325
People's United Financial
Connecticut
$38.6M -$2.12M -31,349 -5%
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