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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 %
BJ
101
BlackRock Japan
Japan
$331M -$12.4M -183,267 -4%
BWA
102
Brave Warrior Advisors
New York
$330M +$3.8M +56,148 +1%
Axa
103
Axa
France
$320M -$28M -412,939 -8%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$317M -$19.6M -289,885 -6%
IG
105
ING Group
Netherlands
$307M -$82M -1,209,369 -21%
WT
106
Wellcome Trust
United Kingdom
$298M +$6.78M +100,000 +2%
EIG
107
EdgePoint Investment Group
Ontario, Canada
$298M +$24.2M +357,050 +9%
Canada Life
108
Canada Life
Manitoba, Canada
$286M +$26.8M +396,402 +10%
USAA
109
United Services Automobile Association
Texas
$264M +$1.99M +29,321 +0.8%
Citigroup
110
Citigroup
New York
$259M +$36.8M +542,795 +17%
AAMU
111
Amundi Asset Management US
Massachusetts
$254M +$232M +3,428,626 +1,053%
NFA
112
Nationwide Fund Advisors
Ohio
$238M +$5.15M +76,051 +2%
SOMRS
113
State of Michigan Retirement System
Michigan
$237M +$140M +2,063,600 +143%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$237M +$41.7M +615,859 +21%
SO
115
STRS Ohio
Ohio
$235M -$11.8M -173,582 -5%
US Bancorp
116
US Bancorp
Minnesota
$233M +$5.99M +88,430 +3%
TG
117
TCW Group
California
$230M -$60.4M -891,193 -21%
IGIM
118
I.G. Investment Management
Manitoba, Canada
$227M -$134M -1,972,281 -37%
Calamos Advisors
119
Calamos Advisors
Illinois
$227M -$7.59M -112,061 -3%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$226M +$4.89M +72,225 +2%
AC
121
Alleghany Corporation
New York
$220M – – –
Aristotle Capital Management
122
Aristotle Capital Management
California
$220M -$1.93M -28,424 -0.9%
Federated Hermes
123
Federated Hermes
Pennsylvania
$219M +$31.6M +466,694 +17%
CIP
124
Cornerstone Investment Partners
Georgia
$217M -$54.1M -797,954 -20%
PAM
125
Panagora Asset Management
Massachusetts
$215M +$55.7M +822,704 +35%
3 4
5
6 7