JPM icon

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 %
PPA
76
Parametric Portfolio Associates
Washington
$495M +$33.8M +499,260 +7%
Capital Research Global Investors
77
Capital Research Global Investors
California
$488M +$50.1M +739,000 +11%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$488M -$7.82M -115,341 -2%
Primecap Management
79
Primecap Management
California
$466M +$296M +4,369,900 +175%
TA
80
Teachers Advisors
New York
$459M +$35.2M +519,126 +8%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$459M -$25.7M -379,765 -5%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$443M +$34.6M +509,940 +8%
Nordea Investment Management
83
Nordea Investment Management
Sweden
$438M +$19.7M +290,135 +5%
Swedbank
84
Swedbank
Sweden
$427M -$27.4M -404,206 -6%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$408M -$10.4M -153,757 -2%
ECU
86
Egerton Capital (UK)
United Kingdom
$399M +$148M +2,179,699 +59%
Jennison Associates
87
Jennison Associates
New York
$397M +$4.75M +70,118 +1%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$396M +$33.8M +498,212 +9%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$393M -$8.81M -130,000 -2%
MTB
90
Mizuho Trust & Banking
Japan
$389M +$15.9M +234,922 +4%
PP
91
Prudential plc
United Kingdom
$379M +$55.3M +816,748 +17%
Fayez Sarofim & Co
92
Fayez Sarofim & Co
Texas
$378M -$17.9M -264,230 -5%
Pzena Investment Management
93
Pzena Investment Management
New York
$371M -$19.1M -282,451 -5%
SP
94
Sarasin & Partners
United Kingdom
$362M +$18M +265,831 +5%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$347M +$5.51M +81,358 +2%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$343M -$5.08M -75,000 -1%
Diamond Hill Capital Management
97
Diamond Hill Capital Management
Ohio
$343M +$2.83M +41,713 +0.8%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$342M -$36.2M -534,820 -10%
AQR Capital Management
99
AQR Capital Management
Connecticut
$339M +$85.8M +1,266,778 +34%
RhumbLine Advisers
100
RhumbLine Advisers
Massachusetts
$337M -$58.3M -859,894 -15%
2 3
4
5 6