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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 %
CGM
326
Capital Growth Management
Massachusetts
$38.6M +$38.6M +570,000 New
RCM
327
Redwood Capital Management
New York
$38.5M – – –
AIA
328
Affinity Investment Advisors
California
$38.1M -$3.46M -51,058 -8%
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$37.4M +$10.9M +161,479 +41%
HPC
330
HM Payson & Co
Maine
$37.1M +$182K +2,680 +0.5%
LWCA
331
Locust Wood Capital Advisers
New York
$37M -$414K -6,105 -1%
B
332
BP
United Kingdom
$36.7M – – –
SEI Investments
333
SEI Investments
Pennsylvania
$36.5M +$2.67M +39,356 +8%
GL
334
GLG LLC
New York
$35.8M +$1.51M +22,325 +4%
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$35M +$7.36M +108,583 +27%
WCM
336
Wedge Capital Management
North Carolina
$34.9M -$4.63M -68,375 -12%
CI
337
Clal Insurance
Israel
$34.6M +$11.5M +169,252 +50%
MAA
338
Matrix Asset Advisors
New York
$34.3M -$5.01M -73,965 -13%
IEFM
339
IQ EQ Fund Management
Ireland
$34.1M -$2.74M -37,250 -7%
WF
340
Welch & Forbes
Massachusetts
$34M -$312K -4,598 -0.9%
OC
341
Oakmont Corp
California
$33.7M +$33.7M +497,100 New
AI
342
Analytic Investors
California
$33.6M -$14.4M -212,614 -30%
WT
343
Washington Trust
Rhode Island
$33.6M +$305K +4,494 +0.9%
First Trust Advisors
344
First Trust Advisors
Illinois
$33.5M +$4.26M +62,797 +15%
ECM
345
Estabrook Capital Management
New York
$33.3M -$5.37M -79,297 -14%
Connor, Clark & Lunn Investment Management (CC&L)
346
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.8M -$7.53M -111,200 -19%
TCT
347
TIAA CREF Trust
Missouri
$32.7M +$523K +7,715 +2%
MAMU
348
Marathon Asset Management (UK)
United Kingdom
$32.6M -$696K -10,276 -2%
DILH
349
Dai-ichi Life Holdings
Japan
$32.5M -$2.36M -34,815 -7%
Mitsubishi UFJ Asset Management
350
Mitsubishi UFJ Asset Management
Japan
$32.4M -$2.24M -33,013 -6%
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