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JPMorgan Chase
JPM

Overview Fund Activity

1,831 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 788 increasing their positions, 724 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,831
Holders Change
-14
Holders Change %
-0.76%
% of All Funds
51.17%
Holding in Top 10
433
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-9.03%
% of All Funds
12.1%
New
83
Increased
788
Reduced
724
Closed
82
Calls
$3.29B
Puts
$2.78B
Net Calls
+$511M
Net Calls Change
-$608M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.53B
2
SC
2
Sculptor Capital
New York
$335M
3
AIM
3
abrdn Investment Management
United Kingdom
$336M
4
Primecap Management
4
Primecap Management
California
$663M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$629M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$728M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.86B
3
IG
3
ING Group
Netherlands
$62.7M
4
BA
4
BlackRock Advisors
Delaware
$1.88B
5
EC
5
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.49B +$82.4M +1,351,352 +6%
Wells Fargo
27
Wells Fargo
California
$1.37B +$6.68M +109,532 +0.5%
Goldman Sachs
28
Goldman Sachs
New York
$1.2B -$52.5M -861,335 -4%
TCIM
29
TIAA CREF Investment Management
New York
$1.17B +$88M +1,443,830 +8%
LPU
30
Lansdowne Partners (UK)
United Kingdom
$1.15B -$140M -2,296,588 -11%
BIM
31
BlackRock Investment Management
Delaware
$1.14B -$103M -1,696,911 -8%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$1.13B -$31.5M -517,049 -3%
DSA
33
Davis Selected Advisers
Arizona
$1.08B -$46.1M -756,729 -4%
Legal & General Group
34
Legal & General Group
United Kingdom
$1.01B +$22.3M +366,401 +2%
Allianz Asset Management
35
Allianz Asset Management
Germany
$924M +$18.7M +306,573 +2%
WRF
36
Waddell & Reed Financial
Kansas
$894M +$151M +2,476,649 +20%
LSV Asset Management
37
LSV Asset Management
Illinois
$871M -$24.9M -408,680 -3%
Deutsche Bank
38
Deutsche Bank
Germany
$864M -$107M -1,757,357 -11%
UBS AM
39
UBS AM
Illinois
$853M -$15.4M -252,245 -2%
Fisher Asset Management
40
Fisher Asset Management
Washington
$843M +$4.88M +79,998 +0.6%
UBS Group
41
UBS Group
Switzerland
$818M +$71.3M +1,169,315 +10%
AllianceBernstein
42
AllianceBernstein
Tennessee
$782M -$52.4M -859,970 -6%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$737M +$20.7M +339,652 +3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$735M -$1.29M -21,180 -0.2%
CS
45
Credit Suisse
Switzerland
$728M -$353M -5,791,917 -33%
Charles Schwab
46
Charles Schwab
California
$723M -$8.51M -139,409 -1%
O
47
OppenheimerFunds
New York
$718M -$124M -2,037,172 -15%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$711M -$9.87M -161,943 -1%
EVM
49
Eaton Vance Management
Massachusetts
$704M +$18.1M +296,317 +3%
Eagle Capital Management (New York)
50
Eagle Capital Management (New York)
New York
$695M +$43.7M +716,170 +7%
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