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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 %
BWA
101
Brave Warrior Advisors
New York
$315M -$2.74M -41,423 -0.9%
WT
102
Wellcome Trust
United Kingdom
$310M +$6.6M +100,000 +2%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$303M -$6.77M -102,518 -2%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$295M -$33.3M -504,660 -10%
Canada Life
105
Canada Life
Manitoba, Canada
$275M -$4.37M -66,129 -2%
USAA
106
United Services Automobile Association
Texas
$252M +$5.44M +82,433 +2%
Bank of Nova Scotia
107
Bank of Nova Scotia
Ontario, Canada
$245M +$216M +3,277,666 +749%
Federated Hermes
108
Federated Hermes
Pennsylvania
$243M +$15.6M +236,605 +7%
Credit Agricole
109
Credit Agricole
France
$242M +$19.6M +296,427 +9%
PAM
110
Panagora Asset Management
Massachusetts
$242M +$8.08M +122,310 +3%
ECU
111
Egerton Capital (UK)
United Kingdom
$240M -$79.1M -1,198,092 -25%
AAMU
112
Amundi Asset Management US
Massachusetts
$235M -$18.6M -280,983 -7%
Aristotle Capital Management
113
Aristotle Capital Management
California
$230M +$11.2M +169,782 +5%
US Bancorp
114
US Bancorp
Minnesota
$229M +$801K +12,132 +0.4%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$229M -$9.67M -146,406 -4%
AQR Capital Management
116
AQR Capital Management
Connecticut
$227M -$31.4M -475,899 -12%
TG
117
TCW Group
California
$223M -$7.21M -109,268 -3%
SO
118
STRS Ohio
Ohio
$223M -$6.59M -99,821 -3%
IGIM
119
I.G. Investment Management
Manitoba, Canada
$215M +$13.1M +198,448 +6%
NFA
120
Nationwide Fund Advisors
Ohio
$212M -$17.3M -262,458 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
121
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$209M +$58.8M +890,887 +39%
Citigroup
122
Citigroup
New York
$208M +$57.6M +872,126 +38%
Retirement Systems of Alabama
123
Retirement Systems of Alabama
Alabama
$206M -$11.7M -177,287 -5%
RJA
124
Raymond James & Associates
Florida
$204M +$19.8M +299,961 +11%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$203M +$443K +6,710 +0.2%
3 4
5
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