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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 %
SCCM
126
Schafer Cullen Capital Management
New York
$212M -$20.6M -303,892 -9%
Credit Agricole
127
Credit Agricole
France
$210M +$11.1M +163,356 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
128
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$208M -$32M -472,151 -13%
FMI
129
Factory Mutual Insurance
Massachusetts
$202M -$2.71M -40,000 -1%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$201M +$1.66M +24,433 +0.8%
Barclays
131
Barclays
United Kingdom
$201M -$55.6M -829,151 -22%
CA
132
Commerzbank Aktiengesellschaft
Germany
$200M +$6.85M +101,061 +4%
Brown Advisory
133
Brown Advisory
Maryland
$200M +$472K +6,969 +0.2%
BG
134
Bahl & Gaynor
Ohio
$191M +$65.1M +961,105 +52%
Aviva
135
Aviva
United Kingdom
$191M -$4.04M -59,604 -2%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$190M -$4.56M -67,286 -2%
EAM
137
Edge Asset Management
Washington
$190M +$4.23M +62,385 +2%
Stifel Financial
138
Stifel Financial
Missouri
$186M +$36.7M +541,613 +24%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$181M -$20.5M -302,491 -10%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$180M +$1.39M +20,523 +0.8%
RJA
141
Raymond James & Associates
Florida
$177M +$28.3M +417,185 +19%
Comerica Bank
142
Comerica Bank
Texas
$174M +$84M +1,239,412 +93%
JFL
143
Jarislowsky, Fraser Ltd
Quebec, Canada
$174M -$2.35M -34,734 -1%
TGA
144
Trilogy Global Advisors
Florida
$172M +$444K +6,556 +0.3%
KeyBank National Association
145
KeyBank National Association
Ohio
$171M -$1.07M -15,738 -0.6%
VAM
146
Vontobel Asset Management
New York
$170M +$45.9M +648,970 +37%
WHG
147
Westwood Holdings Group
Texas
$170M -$17.6M -259,477 -9%
EC
148
Eminence Capital
New York
$169M +$169M +2,487,005 New
CI Investments Inc
149
CI Investments Inc
Ontario, Canada
$168M -$6.64M -98,005 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
150
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$168M -$27.4M -404,500 -14%
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6
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