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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.3B +$140M +2,069,893 +1%
State Street
2
State Street
Massachusetts
$10.6B -$514M -7,581,190 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.03B +$589M +8,695,774 +7%
Capital World Investors
4
Capital World Investors
California
$7.09B +$192M +2,834,343 +3%
BIT
5
BlackRock Institutional Trust
California
$6.65B -$366M -5,407,183 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.51B -$84.9M -1,253,410 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$4.15B -$417M -6,160,698 -9%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$4.05B -$68.3M -1,008,191 -2%
Northern Trust
9
Northern Trust
Illinois
$3.75B -$19.1M -281,812 -0.5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.31B -$103M -1,517,377 -3%
BFA
11
BlackRock Fund Advisors
California
$2.69B -$10.3M -152,483 -0.4%
Bank of America
12
Bank of America
North Carolina
$2.57B +$89.9M +1,326,577 +4%
Franklin Resources
13
Franklin Resources
California
$2.57B -$17.6M -260,098 -0.7%
Invesco
14
Invesco
Georgia
$2.52B -$6.85M -101,019 -0.3%
Ameriprise
15
Ameriprise
Minnesota
$2.37B +$67.2M +991,525 +3%
BA
16
BlackRock Advisors
Delaware
$2.28B +$152M +2,245,746 +7%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.26B +$2.12M +31,290 +0.1%
BG
18
BlackRock Group
United Kingdom
$2.22B -$45.7M -674,707 -2%
Harris Associates
19
Harris Associates
Illinois
$2.19B -$1.3M -19,138 -0.1%
Morgan Stanley
20
Morgan Stanley
New York
$2.11B -$48.4M -714,933 -2%
Norges Bank
21
Norges Bank
Norway
$2.1B -$69.8M -1,029,390 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.05B -$15.2M -225,270 -0.7%
Dodge & Cox
23
Dodge & Cox
California
$1.77B +$155M +2,282,162 +10%
Boston Partners
24
Boston Partners
Massachusetts
$1.74B +$62.1M +916,169 +4%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.57B +$13M +192,089 +0.8%
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