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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 %
PI
151
PGGM Investments
Netherlands
$168M -$16.7M -246,957 -9%
Loomis, Sayles & Company
152
Loomis, Sayles & Company
Massachusetts
$164M -$5.41M -79,906 -3%
CLM
153
ClearBridge LLC (Maryland)
Maryland
$162M -$427K -6,300 -0.3%
GIA
154
Gateway Investment Advisers
Ohio
$162M -$668K -9,856 -0.4%
BGC
155
Beutel, Goodman & Co
Ontario, Canada
$160M -$12.2M -218,265 -7%
AAM
156
Aberdeen Asset Management
United Kingdom
$158M -$2.93M -43,235 -2%
RFS
157
Rockefeller Financial Services
New York
$158M -$8.85M -130,551 -5%
AII
158
AGF Investments Inc
Ontario, Canada
$157M +$10.2M +150,164 +7%
Bessemer Group
159
Bessemer Group
New Jersey
$157M -$14.7M -217,219 -9%
PAMU
160
Pictet Asset Management (UK)
United Kingdom
$155M -$4.69M -68,488 -3%
M&T Bank
161
M&T Bank
New York
$154M +$1.31M +19,352 +0.9%
NRECA
162
National Rural Electric Cooperative Association
Virginia
$153M – – –
Mawer Investment Management
163
Mawer Investment Management
Alberta, Canada
$150M +$12.2M +179,299 +9%
NIMC
164
NWQ Investment Management Company
California
$149M -$18.9M -287,829 -11%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$147M -$2.23M -32,943 -1%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$146M +$2.05M +30,200 +1%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$146M +$781K +11,522 +0.5%
T
168
Thomaspartners
Massachusetts
$142M +$1.29M +19,036 +0.9%
Robeco Institutional Asset Management
169
Robeco Institutional Asset Management
Netherlands
$142M -$2.23M -32,938 -2%
MLICM
170
Metropolitan Life Insurance Company (MetLife)
New York
$140M -$1.92M -28,386 -1%
RFC
171
Regions Financial Corp
Alabama
$138M -$2.84M -41,859 -2%
CNB
172
City National Bank
California
$137M -$1.35M -19,912 -1%
CI
173
Cincinnati Insurance
Ohio
$136M – – –
HFS
174
HL Financial Services
Kentucky
$134M +$18.2K +268 +0%
CGT
175
Capital Guardian Trust
California
$134M -$3.97M -58,521 -3%
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