JPM icon

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 %
FTIOP
451
Fiduciary Trust International of Pennsylvania
Pennsylvania
$19.4M +$7.8M +115,077 +67%
DC
452
Deere & Company
Illinois
$19.3M -$651K -9,614 -3%
MCM
453
MAI Capital Management
Ohio
$19.3M -$1.05M -15,473 -5%
CSIC
454
Clifford Swan Investment Counsel
California
$19.3M -$634K -9,357 -3%
EB
455
Eastern Bank
Massachusetts
$19.2M +$13.3M +196,451 +226%
ONB
456
Old National Bancorp
Indiana
$19M -$415K -6,127 -2%
FT
457
Fiduciary Trust
Massachusetts
$18.9M -$434K -6,402 -2%
MNA
458
Manning & Napier Advisors
New York
$18.9M +$17.1M +252,064 +943%
BF
459
BOK Financial
Oklahoma
$18.9M +$693K +10,224 +4%
DIA
460
Davidson Investment Advisors
Montana
$18.8M -$119K -1,755 -0.6%
FMW
461
Farr Miller & Washington
District of Columbia
$18.7M +$105K +1,554 +0.6%
Creative Planning
462
Creative Planning
Kansas
$18.7M +$2.35M +34,726 +14%
Daiwa Securities Group
463
Daiwa Securities Group
Japan
$18.4M +$7.38M +108,900 +67%
LSERS
464
Louisiana State Employees Retirement System
Louisiana
$18.3M +$122K +1,800 +0.7%
OI
465
Oakbrook Investments
Illinois
$18.3M -$3.21M -47,382 -15%
GJL
466
Gendell Jeffrey L
$18M +$1.29M +19,000 +8%
Toronto Dominion Bank
467
Toronto Dominion Bank
Ontario, Canada
$17.9M +$42.7K +630 +0.2%
FBA
468
Front Barnett Associates
Illinois
$17.9M +$316K +4,670 +2%
SBCM
469
Schwerin Boyle Capital Management
Massachusetts
$17.9M +$201K +2,970 +1%
SAM
470
Silvercrest Asset Management
New York
$17.9M +$9.24M +136,330 +107%
OMC
471
Overbrook Management Corp
New York
$17.9M +$9.35M +138,063 +110%
TAF
472
Tredje AP-fonden
Sweden
$17.8M +$17.8M +262,557 New
OPCM
473
Osborne Partners Capital Management
California
$17.8M -$215K -3,170 -1%
NSIM
474
North Star Investment Management
Illinois
$17.8M -$70.1K -1,034 -0.4%
KA
475
KLCM Advisors
Wisconsin
$17.7M -$7.98M -117,842 -31%
17 18
19
20 21