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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 %
EVM
51
Eaton Vance Management
Massachusetts
$762M +$4.44M +65,548 +0.6%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$741M -$66.9M -986,594 -8%
Prudential Financial
53
Prudential Financial
New Jersey
$733M -$6.01M -88,680 -0.8%
Eagle Capital Management (New York)
54
Eagle Capital Management (New York)
New York
$724M +$135M +1,985,520 +23%
AL
55
AJO LP
Pennsylvania
$710M -$23.3M -343,300 -3%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$703M +$91.6M +1,351,848 +15%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$700M -$7.01M -104,072 -1%
APG Asset Management
58
APG Asset Management
Netherlands
$687M +$40.7M +600,902 +6%
American Century Companies
59
American Century Companies
Missouri
$679M +$39.2M +578,870 +6%
RFC
60
Russell Frank Company
Washington
$650M +$66.1M +975,554 +11%
BlackRock
61
BlackRock
New York
$648M -$100M -1,478,078 -13%
ClearBridge Investments
62
ClearBridge Investments
New York
$624M +$587K +8,657 +0.1%
GA
63
Greenhaven Associates
New York
$607M +$8.74M +128,970 +1%
Lord, Abbett & Co
64
Lord, Abbett & Co
New Jersey
$590M -$29.2M -430,782 -5%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$578M +$20.4M +301,500 +4%
Principal Financial Group
66
Principal Financial Group
Iowa
$578M -$12.8M -189,473 -2%
PI
67
Putnam Investments
Massachusetts
$564M +$45.7M +674,021 +9%
Capital International Investors
68
Capital International Investors
California
$564M +$87.3M +1,289,100 +18%
Sanders Capital
69
Sanders Capital
Florida
$561M +$2.25M +33,222 +0.4%
BGIM
70
Brandywine Global Investment Management
Pennsylvania
$557M +$19.7M +290,946 +4%
Fidelity International
71
Fidelity International
Bermuda
$545M +$64.6M +953,964 +13%
JHIU
72
Janus Henderson Investors US
Colorado
$537M +$105M +1,553,494 +24%
GE
73
General Electric
Ohio
$537M -$12.5M -184,867 -2%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$519M +$4.32M +63,757 +0.8%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$512M -$14.1M -207,518 -3%
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