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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
1
Waddell & Reed Financial
Kansas
$825M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$9.03B
3
Primecap Management
3
Primecap Management
California
$466M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$254M
5
O
5
OppenheimerFunds
New York
$936M

Top Sellers

1
State Street
1
State Street
Massachusetts
$10.6B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.15B
3
BIT
3
BlackRock Institutional Trust
California
$6.65B
4
UBS Group
4
UBS Group
Switzerland
$830M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.52B +$108M +1,590,105 +8%
LPU
27
Lansdowne Partners (UK)
United Kingdom
$1.43B +$32M +471,797 +2%
Goldman Sachs
28
Goldman Sachs
New York
$1.39B -$74.2M -1,095,244 -5%
BIM
29
BlackRock Investment Management
Delaware
$1.39B +$103M +1,527,186 +8%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$1.29B +$71.6M +1,056,745 +6%
MAA
31
Managed Account Advisors
New Jersey
$1.29B +$28.6M +422,538 +2%
DSA
32
Davis Selected Advisers
Arizona
$1.25B -$3.85M -56,801 -0.3%
CS
33
Credit Suisse
Switzerland
$1.2B -$62.6M -923,508 -5%
TCIM
34
TIAA CREF Investment Management
New York
$1.2B +$77.6M +1,145,468 +7%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.09B +$21.8M +321,773 +2%
Deutsche Bank
36
Deutsche Bank
Germany
$1.08B +$68.6M +1,012,484 +7%
Allianz Asset Management
37
Allianz Asset Management
Germany
$1.01B -$129M -1,898,924 -11%
LSV Asset Management
38
LSV Asset Management
Illinois
$996M -$297K -4,390 -0%
UBS AM
39
UBS AM
Illinois
$966M -$13.8M -204,302 -1%
O
40
OppenheimerFunds
New York
$936M +$214M +3,158,550 +30%
Fisher Asset Management
41
Fisher Asset Management
Washington
$931M +$11.1M +163,129 +1%
AllianceBernstein
42
AllianceBernstein
Tennessee
$927M +$168M +2,484,858 +22%
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$837M -$171M -2,529,504 -17%
UBS Group
44
UBS Group
Switzerland
$830M -$254M -3,752,403 -23%
WRF
45
Waddell & Reed Financial
Kansas
$825M +$667M +9,846,968 +422%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$818M -$30.5M -449,441 -4%
Charles Schwab
47
Charles Schwab
California
$811M -$1.38M -20,365 -0.2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$796M -$2.5M -36,910 -0.3%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$795M -$42.9M -639,096 -5%
TIM
50
Thornburg Investment Management
New Mexico
$787M -$34.5M -509,801 -4%
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