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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 %
MSA
351
Mason Street Advisors
Wisconsin
$32.4M -$155K -2,294 -0.5%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$32.4M -$1.71M -25,288 -5%
FCBT
353
First Citizens Bank & Trust
North Carolina
$32.2M +$7.92M +116,858 +33%
MOACM
354
Mutual of America Capital Management
New York
$32.1M -$1.56K -23 -0%
RCM
355
Riverhead Capital Management
Delaware
$31.9M +$572K +8,448 +2%
PA
356
Pinnacle Associates
New York
$31.6M +$1.76M +26,029 +6%
SAM
357
Shell Asset Management
Netherlands
$31.6M -$542K -7,993 -2%
BIC
358
Beach Investment Counsel
Pennsylvania
$31.6M +$12.8M +189,040 +68%
OA
359
Oak Associates
Ohio
$31.5M -$211K -3,109 -0.7%
Commonwealth Equity Services
360
Commonwealth Equity Services
Massachusetts
$31.4M +$924K +13,635 +3%
FAM
361
Fred Alger Management
New York
$31.4M +$5.68M +83,769 +22%
EARNEST Partners
362
EARNEST Partners
Georgia
$31.2M -$2.12M -31,283 -6%
SCM
363
Sirios Capital Management
Massachusetts
$31.1M +$2.18M +32,149 +8%
Mackenzie Financial
364
Mackenzie Financial
Ontario, Canada
$30.9M +$10.7M +157,894 +53%
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$30.8M +$3.18M +46,987 +12%
CS
366
Candriam SCA
Luxembourg
$30.6M +$5.66M +83,494 +23%
ADEF
367
Adams Diversified Equity Fund
Maryland
$30.5M – – –
BSA
368
Braun Stacey Associates
New York
$30.3M +$9.66M +142,530 +47%
HCMT
369
Highland Capital Management (Tennessee)
Tennessee
$30.3M +$16.1M +237,495 +113%
ISL
370
Ingalls & Snyder LLC
New York
$30.1M -$3.38M -49,882 -10%
CIP
371
Chartwell Investment Partners
Pennsylvania
$30M -$647K -9,545 -2%
ALA
372
Atherton Lane Advisers
California
$29.5M +$263K +3,885 +0.9%
RCM
373
RNC Capital Management
California
$29.2M -$238K -3,513 -0.8%
JIR
374
James Investment Research
Ohio
$28.9M +$2.02M +29,817 +8%
SC
375
Scotia Capital
Ontario, Canada
$28.9M +$1.19M +17,778 +4%
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