JPMorgan Chase
JPM
1,848 hedge funds and large institutions have $188B invested in JPMorgan Chase in 2015 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 766 increasing their positions, 731 reducing their positions, and 59 closing their positions.
114% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 59
42% more call options, than puts
Call options by funds: $3.76B | Put options by funds: $2.64B
33% more funds holding in top 10
Funds holding in top 10: 358 → 477 (+119)
13% more capital invested
Capital invested by funds: $167B → $188B (+$21B)
2% more funds holding
Funds holding: 1,804 → 1,848 (+44)
5% more repeat investments, than reductions
Existing positions increased: 766 | Existing positions reduced: 731
0.95% more ownership
Funds ownership: 74.24% → 75.19% (+0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$643M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$568M |
| 3 |
Primecap Management
Pasadena,
California
|
+$285M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$224M |
| 5 |
O
OppenheimerFunds
New York
|
+$206M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$495M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$402M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$353M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$245M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$168M |
JPM Hedge Fund Activity: Q2 2015 in Review
1,848 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2015, worth a combined $188B — up 13% from $167B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new JPM positions and 59 closed out — a net gain of 67 holders — while 766 added to existing stakes and 731 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $643M. The largest seller was State Street, cutting an estimated $495M.
- 1,848 institutional investors held JPMorgan Chase (JPM) as of Q2 2015, up from 1,804 in Q1 2015.
- Funds reported $188B of JPMorgan Chase stock for Q2 2015, up 13% quarter-over-quarter.
- 126 funds opened new JPMorgan Chase positions in Q2 2015 and 59 closed out, a net change of +67 holders.
- The largest JPMorgan Chase buyer in Q2 2015 was Waddell & Reed Financial, an estimated $643M added.
- The largest JPMorgan Chase seller in Q2 2015 was State Street, an estimated $495M sold.
Based on aggregated 13F filings for Q2 2015.