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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 %
TIM
51
Thornburg Investment Management
New Mexico
$690M -$18.3M -299,596 -3%
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$684M -$68.8M -1,128,028 -9%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$671M +$38.5M +631,569 +6%
Primecap Management
54
Primecap Management
California
$663M +$244M +3,995,500 +58%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$657M +$23.3M +382,696 +4%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$650M -$17.2M -282,675 -3%
BlackRock
57
BlackRock
New York
$649M +$65.4M +1,072,591 +11%
Capital Research Global Investors
58
Capital Research Global Investors
California
$629M +$190M +3,111,000 +43%
AL
59
AJO LP
Pennsylvania
$625M -$14.3M -235,105 -2%
Prudential Financial
60
Prudential Financial
New Jersey
$622M -$37.6M -617,250 -6%
American Century Companies
61
American Century Companies
Missouri
$606M -$4.87M -79,895 -0.8%
APG Asset Management
62
APG Asset Management
Netherlands
$582M -$35.5M -582,755 -6%
ClearBridge Investments
63
ClearBridge Investments
New York
$558M -$3.49M -57,217 -0.6%
GA
64
Greenhaven Associates
New York
$549M +$2.99M +48,995 +0.5%
PPA
65
Parametric Portfolio Associates
Washington
$542M +$96.9M +1,589,328 +22%
PI
66
Putnam Investments
Massachusetts
$525M +$16.9M +276,631 +3%
RFC
67
Russell Frank Company
Washington
$509M -$75.3M -1,235,181 -13%
Capital International Investors
68
Capital International Investors
California
$507M – – –
Sanders Capital
69
Sanders Capital
Florida
$507M +$1.91M +31,400 +0.4%
Principal Financial Group
70
Principal Financial Group
Iowa
$502M -$17.5M -287,287 -3%
Lord, Abbett & Co
71
Lord, Abbett & Co
New Jersey
$472M -$58.8M -964,015 -11%
JHIU
72
Janus Henderson Investors US
Colorado
$472M -$11.6M -191,011 -2%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$468M +$1.27M +20,840 +0.3%
GE
74
General Electric
Ohio
$468M -$14.7M -241,671 -3%
Fidelity International
75
Fidelity International
Bermuda
$467M -$22.5M -369,478 -5%
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