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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
+$667M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$589M
3
Primecap Management
Primecap Management
California
+$296M
4
AAMU
Amundi Asset Management US
Massachusetts
+$232M
5
O
OppenheimerFunds
New York
+$214M

Top Sellers

1
State Street
State Street
Massachusetts
-$514M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$417M
3
BIT
BlackRock Institutional Trust
California
-$366M
4
UBS Group
UBS Group
Switzerland
-$254M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
GMI
426
Greystone Managed Investments
Saskatchewan, Canada
$22.7M -$9.42M -139,007 -29%
GKIM
427
GW&K Investment Management
Massachusetts
$22.7M -$2.17K -32 -0%
BC
428
Brinker Capital
Pennsylvania
$22.6M +$19.5M +288,312 +634%
MSDF
429
Michael & Susan Dell Foundation
New York
$22.6M – – –
AR
430
Advisory Research
Illinois
$21.9M -$4.51M -66,588 -17%
BAM
431
Berkshire Asset Management
Pennsylvania
$21.7M +$45.3K +669 +0.2%
WAMC
432
Western Asset Management Company
California
$21.7M – – –
JAFL
433
Jay A. Fishman Ltd
Michigan
$21.5M +$122K +1,800 +0.6%
GAI
434
General American Investors
New York
$21.3M -$3.05M -45,000 -13%
BKBG
435
BHF Kleinwort Benson Group
Belgium
$21.3M -$25.1M -371,111 -54%
NIM
436
Nexus Investment Management
Ontario, Canada
$21.3M -$105K -1,550 -0.5%
B
437
Barings
North Carolina
$21.1M +$3.78M +55,800 +22%
AFG
438
American Financial Group
Ohio
$21M – – –
FFIC
439
First Fiduciary Investment Counsel
Ohio
$20.8M -$2.15M -31,690 -9%
HIMC
440
Heritage Investors Management Corp
Maryland
$20.8M -$300K -4,421 -1%
JAM
441
JCIC Asset Management
Ontario, Canada
$20.6M -$212K -3,135 -1%
KB
442
Kimelman & Baird
New York
$20.5M +$600K +8,852 +3%
LI
443
LMCG Investments
Massachusetts
$20.4M +$754K +11,131 +4%
SF
444
Synovus Financial
Georgia
$20.4M -$104K -1,538 -0.5%
WB
445
WesBanco Bank
West Virginia
$20.2M -$1.17M -17,310 -5%
LMIM
446
Lockheed Martin Investment Management
Maryland
$20M +$11.7M +172,500 +140%
MPI
447
Mairs & Power Inc
Minnesota
$20M -$646K -9,537 -3%
PR
448
Payden & Rygel
California
$19.9M +$1.49M +22,000 +8%
OH
449
Orbis Holdings
Bermuda
$19.9M +$3.47M +51,272 +21%
Artisan Partners
450
Artisan Partners
Wisconsin
$19.5M +$961K +14,179 +5%
16 17
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