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JPMorgan Chase
JPM

Overview Fund Activity

1,940 hedge funds and large institutions have $183B invested in JPMorgan Chase in 2015 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 767 increasing their positions, 757 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
+109
Holders Change %
+5.95%
% of All Funds
50.95%
Holding in Top 10
444
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+2.54%
% of All Funds
11.66%
New
196
Increased
767
Reduced
757
Closed
63
Calls
$2.31B
Puts
$2.82B
Net Calls
-$514M
Net Calls Change
-$1.02B

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$1.24B
2
Capital World Investors
2
Capital World Investors
California
$7.39B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.4B
4
Capital International Investors
4
Capital International Investors
California
$803M
5
Primecap Management
5
Primecap Management
California
$944M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$2.27B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.85B
3
SC
3
Sculptor Capital
New York
$2.44M
4
Northern Trust
4
Northern Trust
Illinois
$3.3B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$723M -$39.6M -599,057 -5%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$715M -$3.12M -46,821 -0.4%
TIM
53
Thornburg Investment Management
New Mexico
$707M -$39.4M -596,900 -5%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$704M +$271K +4,100 +0%
AllianceBernstein
55
AllianceBernstein
Tennessee
$701M -$146M -2,211,988 -17%
AL
56
AJO LP
Pennsylvania
$683M +$6.87M +103,979 +1%
CS
57
Credit Suisse
Switzerland
$659M -$129M -1,959,888 -16%
Prudential Financial
58
Prudential Financial
New Jersey
$658M -$15.7M -237,664 -2%
BlackRock
59
BlackRock
New York
$657M -$45.3M -686,623 -6%
American Century Companies
60
American Century Companies
Missouri
$652M -$4.69M -70,972 -0.7%
Hotchkis & Wiley Capital Management
61
Hotchkis & Wiley Capital Management
California
$639M -$102M -1,546,137 -14%
ClearBridge Investments
62
ClearBridge Investments
New York
$601M -$3.86M -58,486 -0.6%
GA
63
Greenhaven Associates
New York
$599M +$4.03M +61,040 +0.7%
PPA
64
Parametric Portfolio Associates
Washington
$590M +$2.61M +39,583 +0.4%
PI
65
Putnam Investments
Massachusetts
$578M +$9.62M +145,649 +2%
Sanders Capital
66
Sanders Capital
Florida
$568M +$18.8M +284,800 +3%
Principal Financial Group
67
Principal Financial Group
Iowa
$560M +$15.9M +240,151 +3%
APG Asset Management
68
APG Asset Management
Netherlands
$559M -$71.1M -1,077,254 -11%
RFC
69
Russell Frank Company
Washington
$549M -$7.97M -119,625 -1%
Fidelity International
70
Fidelity International
Bermuda
$521M +$14.7M +222,246 +3%
Lord, Abbett & Co
71
Lord, Abbett & Co
New Jersey
$509M -$1.6M -24,234 -0.3%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$504M +$139M +2,110,537 +38%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$503M -$3.86M -58,534 -0.8%
Capital Research Global Investors
74
Capital Research Global Investors
California
$481M -$201M -3,041,000 -29%
PP
75
Prudential plc
United Kingdom
$481M +$91.3M +1,383,161 +23%
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