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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 %
TGA
176
Trilogy Global Advisors
Florida
$119M -$35.5M -582,376 -23%
CGT
177
Capital Guardian Trust
California
$117M -$3.5M -57,349 -3%
GT
178
Glenmede Trust
Pennsylvania
$114M +$13.1M +214,617 +13%
YU
179
Yale University
Connecticut
$113M +$113M +3,410,000 New
CB
180
Cooke & Bieler
Pennsylvania
$113M -$1.84M -30,210 -2%
UIM
181
USS Investment Management
United Kingdom
$110M – – –
BCIM
182
British Columbia Investment Management
British Columbia, Canada
$109M +$75K +1,230 +0.1%
1832 Asset Management
183
1832 Asset Management
Ontario, Canada
$108M +$11.2M +183,273 +12%
GA
184
Geneva Advisors
Illinois
$106M -$1.89M -30,928 -2%
HAM
185
HHR Asset Management
New Jersey
$106M +$4.19M +68,800 +4%
DC
186
Davenport & Co
Virginia
$105M +$1.62M +26,515 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
187
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$104M -$47.3M -776,300 -31%
National Pension Service
188
National Pension Service
South Korea
$101M +$13.4M +219,162 +15%
JWBC
189
John W. Bristol & Co
New York
$101M -$16.8M -275,238 -14%
CCMH
190
Cornerstone Capital Management Holdings
New York
$101M +$3.38M +55,357 +3%
CM
191
CS McKee
Pennsylvania
$100M -$6.38M -104,581 -6%
HTC
192
Haverford Trust Company
Pennsylvania
$99.8M +$2.09M +34,234 +2%
SCM
193
Snow Capital Management
Pennsylvania
$98.9M -$6.93M -113,740 -7%
USSCPF
194
United States Steel & Carnegie Pension Fund
New York
$97.8M – – –
FI
195
Focused Investors
California
$97.2M -$1.41M -23,200 -1%
ACI
196
AMP Capital Investors
Australia
$96.9M -$4.86M -81,236 -5%
AACR
197
ACR Alpine Capital Research
Missouri
$96.6M +$9.03M +148,130 +10%
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$96.2M -$452K -7,410 -0.5%
ASC
199
Atalanta Sosnoff Capital
New York
$95.8M -$6.62M -108,570 -6%
Luther King Capital Management (LKCM)
200
Luther King Capital Management (LKCM)
Texas
$94.1M +$1.28M +21,059 +1%
6 7
8
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