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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 %
RCM
401
Rockshelter Capital Management
Pennsylvania
$25.7M -$1.25M -18,485 -5%
WJA
402
Williams Jones & Associates
New York
$25.2M +$1.8M +26,507 +8%
CF
403
Cypress Funds
California
$25.1M +$25.1M +370,000 New
AA
404
ALPS Advisors
Colorado
$24.9M -$1.39M -20,493 -5%
BIP
405
Brandes Investment Partners
California
$24.7M -$6.44M -95,016 -21%
SCA
406
STALEY CAPITAL ADVISERS
Pennsylvania
$24.7M -$91.5K -1,350 -0.4%
ATN
407
AMF Tjänstepension
Sweden
$24.7M +$3.73M +55,000 +18%
BAM
408
Barrett Asset Management
New York
$24.7M +$848K +12,521 +4%
CHCM
409
Columbus Hill Capital Management
New Jersey
$24.5M +$9.76M +144,017 +66%
CC
410
Chubb Corp
New Jersey
$24.4M – – –
Mirae Asset Global Investments
411
Mirae Asset Global Investments
South Korea
$24.4M +$11.1M +164,464 +84%
PFM
412
Parsec Financial Management
North Carolina
$24.3M +$155K +2,292 +0.6%
MC
413
Muhlenkamp & Co
Pennsylvania
$24.2M +$3.05K +45 +0%
TH
414
TCTC Holdings
Texas
$23.9M -$54.2K -800 -0.2%
BUB
415
BBVA USA Bancshares
Texas
$23.8M -$212K -3,130 -0.9%
SAM
416
Securian Asset Management
Minnesota
$23.8M +$222K +3,269 +0.9%
TCM
417
Tegean Capital Management
New York
$23.7M – – –
SCM
418
Sterling Capital Management
North Carolina
$23.7M +$6.58M +97,145 +38%
DAM
419
Davis Asset Management
California
$23.6M – – –
ANI
420
American National Insurance
Texas
$23.4M – – –
WPC
421
Waters Parkerson & Co
Louisiana
$23.2M +$571K +8,425 +3%
DCM
422
Donaldson Capital Management
Indiana
$23.1M +$1.02M +15,004 +5%
SPC
423
Stewart & Patten Company
California
$23.1M -$32.7K -483 -0.1%
SIM
424
Sentry Investment Management
Wisconsin
$22.9M +$1.57M +23,171 +7%
DJSG
425
D.J. St. Germain
Massachusetts
$22.8M -$235K -3,461 -1%
15 16
17
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