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JPMorgan Chase
JPM

Overview Fund Activity

1,831 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 788 increasing their positions, 724 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,831
Holders Change
-14
Holders Change %
-0.76%
% of All Funds
51.17%
Holding in Top 10
433
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-9.03%
% of All Funds
12.1%
New
83
Increased
788
Reduced
724
Closed
82
Calls
$3.29B
Puts
$2.78B
Net Calls
+$511M
Net Calls Change
-$608M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.53B
2
SC
2
Sculptor Capital
New York
$335M
3
AIM
3
abrdn Investment Management
United Kingdom
$336M
4
Primecap Management
4
Primecap Management
California
$663M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$629M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$728M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.86B
3
IG
3
ING Group
Netherlands
$62.7M
4
BA
4
BlackRock Advisors
Delaware
$1.88B
5
EC
5
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
126
Brown Advisory
Maryland
$183M +$3.31M +54,251 +2%
FMI
127
Factory Mutual Insurance
Massachusetts
$182M – – –
CIP
128
Cornerstone Investment Partners
Georgia
$182M -$13.3M -217,606 -7%
SCCM
129
Schafer Cullen Capital Management
New York
$179M -$11.6M -190,520 -6%
BG
130
Bahl & Gaynor
Ohio
$179M +$7.88M +129,168 +5%
AC
131
Alleghany Corporation
New York
$177M -$21.3M -350,000 -11%
Stifel Financial
132
Stifel Financial
Missouri
$174M +$5.99M +98,357 +4%
RJA
133
Raymond James & Associates
Florida
$170M +$11.1M +181,857 +7%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$170M -$1.65M -27,004 -1%
EAM
135
Edge Asset Management
Washington
$168M -$2.78M -45,600 -2%
Axa
136
Axa
France
$166M -$122M -2,004,723 -42%
SOMRS
137
State of Michigan Retirement System
Michigan
$165M -$48.2M -790,000 -23%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$165M +$3.4M +55,744 +2%
JFL
139
Jarislowsky, Fraser Ltd
Quebec, Canada
$156M -$946K -15,515 -0.6%
KeyBank National Association
140
KeyBank National Association
Ohio
$153M -$161K -2,648 -0.1%
RFS
141
Rockefeller Financial Services
New York
$152M +$10.3M +168,472 +7%
PI
142
PGGM Investments
Netherlands
$152M +$1.1M +18,051 +0.7%
CA
143
Commerzbank Aktiengesellschaft
Germany
$152M -$28.3M -464,297 -16%
WHG
144
Westwood Holdings Group
Texas
$152M -$1.07M -17,484 -0.7%
GIA
145
Gateway Investment Advisers
Ohio
$150M +$4.91M +80,494 +3%
Aviva
146
Aviva
United Kingdom
$150M -$21.3M -348,648 -12%
M&T Bank
147
M&T Bank
New York
$149M +$10.3M +168,508 +7%
Bessemer Group
148
Bessemer Group
New Jersey
$146M +$5.49M +90,054 +4%
SBAM
149
Santa Barbara Asset Management
California
$146M -$1.58M -25,968 -1%
CLM
150
ClearBridge LLC (Maryland)
Maryland
$146M -$198K -3,240 -0.1%
4 5
6
7 8