JPM icon

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 %
Korea Investment Corp
176
Korea Investment Corp
South Korea
$133M -$15.5M -228,200 -10%
JWBC
177
John W. Bristol & Co
New York
$131M -$10.7M -157,715 -8%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$130M +$5.52M +81,454 +4%
CB
179
Cooke & Bieler
Pennsylvania
$127M -$5.17M -76,285 -4%
CCM
180
Cullen Capital Management
New York
$124M +$634K +9,350 +0.5%
LCS
181
Levin Capital Strategies
New York
$123M -$17.4M -257,098 -12%
AIM
182
Artemis Investment Management
United Kingdom
$122M +$114M +1,679,818 +1,374%
UIM
183
USS Investment Management
United Kingdom
$122M – – –
BCIM
184
British Columbia Investment Management
British Columbia, Canada
$121M -$4.37M -64,465 -3%
GA
185
Geneva Advisors
Illinois
$120M -$598K -8,823 -0.5%
CM
186
CS McKee
Pennsylvania
$119M -$8.78M -129,609 -7%
SCM
187
Snow Capital Management
Pennsylvania
$118M -$5.48M -80,929 -4%
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$116M -$64.6M -953,516 -36%
DC
189
Davenport & Co
Virginia
$115M +$2.42M +35,754 +2%
ACI
190
AMP Capital Investors
Australia
$114M -$11.1M -165,555 -9%
ASC
191
Atalanta Sosnoff Capital
New York
$114M +$29.4M +433,431 +35%
HAM
192
HHR Asset Management
New Jersey
$113M -$8.33M -122,900 -7%
GT
193
Glenmede Trust
Pennsylvania
$113M +$25.6M +377,544 +29%
Acadian Asset Management
194
Acadian Asset Management
Massachusetts
$112M -$14.9M -219,801 -12%
FI
195
Focused Investors
California
$110M -$596K -8,800 -0.5%
USSCPF
196
United States Steel & Carnegie Pension Fund
New York
$109M -$33.9M -500,000 -24%
SDIC
197
South Dakota Investment Council
South Dakota
$109M -$5.58M -82,370 -5%
HTC
198
Haverford Trust Company
Pennsylvania
$109M -$131K -1,926 -0.1%
N
199
Natixis
France
$108M +$29.2M +431,599 +37%
CCMH
200
Cornerstone Capital Management Holdings
New York
$108M +$1.19M +17,596 +1%
6 7
8
9 10