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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 %
VDI
376
Vaughan David Investments
Illinois
$28.7M +$83.4K +1,231 +0.3%
OC
377
Oppenheimer & Co
New York
$28.5M -$2.31M -34,052 -7%
Cohen & Steers
378
Cohen & Steers
New York
$28.5M -$989K -14,600 -3%
SBH
379
Segall Bryant & Hamill
Illinois
$28.4M -$1.29M -19,104 -4%
DCLA
380
Douglas C. Lane & Associates
New York
$28.3M +$105K +1,545 +0.4%
SCM
381
Schneider Capital Management
Pennsylvania
$28.3M +$11.1M +164,260 +65%
COPPSERS
382
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28.2M -$744K -10,983 -3%
LS
383
Livforsakringsbolaget Skandia
Sweden
$28.2M +$847K +12,500 +3%
CTI
384
Community Trust & Investment
Kentucky
$27.8M -$356K -5,248 -1%
PGFC
385
Peapack-Gladstone Financial Corp
New Jersey
$27.7M +$712K +10,502 +3%
RG
386
Rathbones Group
United Kingdom
$27.5M -$156K -2,299 -0.6%
WSFS
387
Wilmington Savings Fund Society
Delaware
$27.3M +$1.03M +15,248 +4%
WAM
388
World Asset Management
Michigan
$26.9M -$3.16M -46,684 -11%
CAM
389
Capstone Asset Management
Texas
$26.8M +$10.4M +152,776 +63%
NMERB
390
New Mexico Educational Retirement Board
New Mexico
$26.7M -$2.7M -39,900 -9%
CIM
391
Calvert Investment Management
Maryland
$26.7M -$2.04M -30,118 -7%
FP
392
Foundry Partners
Minnesota
$26.5M +$1.82M +26,800 +7%
MC
393
Martin Currie
United Kingdom
$26.4M -$867K -12,800 -3%
BVDMP
394
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$26.3M +$2.37M +35,000 +10%
ABC
395
Associated Banc-Corp
Wisconsin
$26.2M +$2.28M +33,667 +10%
NAM
396
North American Management
Massachusetts
$26.1M -$1.67M -24,706 -6%
PP
397
Palladium Partners
Virginia
$26M -$286K -4,215 -1%
CFB
398
Cullen/Frost Bankers
Texas
$26M -$1.9M -28,039 -7%
NEI
399
Northwest & Ethical Investments
Ontario, Canada
$26M +$1.76M +25,993 +7%
MHC
400
Meyer Handelman Company
New York
$25.9M -$61K -900 -0.2%
14 15
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