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 %
EDRH
201
Edmond de Rothschild Holding
Switzerland
$108M +$108M +1,593,019 New
TRSOTSOK
202
Teachers Retirement System of the State of Kentucky
Kentucky
$107M -$2.39M -35,200 -2%
KBC Group
203
KBC Group
Belgium
$107M -$17.8M -262,855 -14%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$107M +$694K +10,236 +0.7%
1832 Asset Management
205
1832 Asset Management
Ontario, Canada
$106M +$23.6M +349,353 +29%
EDRAMF
206
Edmond de Rothschild Asset Management (France)
France
$103M +$103M +1,524,661 New
Luther King Capital Management (LKCM)
207
Luther King Capital Management (LKCM)
Texas
$103M +$15.6M +230,149 +18%
TSU
208
TD Securities (USA)
New York
$102M +$11.1M +163,622 +12%
GC
209
Guggenheim Capital
Illinois
$100M -$6.71M -98,996 -6%
National Pension Service
210
National Pension Service
South Korea
$98M +$13.9M +204,540 +16%
OTPPB
211
Ontario Teachers' Pension Plan Board
Ontario, Canada
$97.7M -$6.19M -91,355 -6%
AACR
212
ACR Alpine Capital Research
Missouri
$97.3M +$801K +11,828 +0.8%
AIG
213
American International Group
New York
$95.2M -$13.4M -198,474 -12%
GF
214
Gabelli Funds
New York
$94.2M +$6.74M +99,400 +8%
SIA
215
Sit Investment Associates
Minnesota
$92.2M -$9.57M -141,290 -9%
TPSF
216
Texas Permanent School Fund
Texas
$91.6M -$3.03M -44,679 -3%
CEP
217
Chicago Equity Partners
Illinois
$90.7M -$3.21M -47,358 -3%
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$90.2M -$1.23M -18,084 -1%
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$89.4M +$7.17M +105,872 +9%
SB
220
Suntrust Banks
Georgia
$89.4M -$2.65M -39,091 -3%
DekaBank Deutsche Girozentrale
221
DekaBank Deutsche Girozentrale
Germany
$89M +$759K +11,187 +0.9%
GI
222
GAMCO Investors
Connecticut
$87.2M +$2.38M +35,091 +3%
Public Sector Pension Investment Board (PSP Investments)
223
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$86.6M -$1.11M -16,400 -1%
RCAMU
224
Rothschild & Co Asset Management US
Connecticut
$86.3M +$1.94M +28,694 +2%
WBC
225
Westpac Banking Corp
Australia
$86.1M -$9.61M -141,897 -10%
7 8
9
10 11