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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$13B +$116M +1,903,213 +0.9%
State Street
2
State Street
Massachusetts
$9.41B -$120M -1,962,203 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.86B -$263M -4,310,239 -3%
Capital World Investors
4
Capital World Investors
California
$6.57B +$186M +3,050,548 +3%
BIT
5
BlackRock Institutional Trust
California
$5.97B -$14.6M -240,225 -0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.09B +$38.4M +629,471 +0.9%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$3.69B -$45.6M -747,481 -1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$3.57B -$73.1M -1,199,202 -2%
Bank of America
9
Bank of America
North Carolina
$3.53B +$1.22B +19,974,093 +53%
Northern Trust
10
Northern Trust
Illinois
$3.25B -$123M -2,009,648 -4%
LTI
11
Laffer Tengler Investments
Tennessee
$2.97B -$3.86M -56,952 Closed
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.93B -$44.5M -729,680 -1%
BFA
13
BlackRock Fund Advisors
California
$2.47B +$49.1M +805,721 +2%
Invesco
14
Invesco
Georgia
$2.29B +$20.5M +336,320 +0.9%
Franklin Resources
15
Franklin Resources
California
$2.24B -$72M -1,181,071 -3%
Morgan Stanley
16
Morgan Stanley
New York
$2.05B +$155M +2,543,859 +8%
Ameriprise
17
Ameriprise
Minnesota
$2.03B -$98.7M -1,619,505 -5%
BG
18
BlackRock Group
United Kingdom
$2.02B +$21.3M +349,338 +1%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.99B -$43.9M -720,350 -2%
Harris Associates
20
Harris Associates
Illinois
$1.97B -$5.21M -85,484 -0.3%
Norges Bank
21
Norges Bank
Norway
$1.91B +$24M +394,211 +1%
BA
22
BlackRock Advisors
Delaware
$1.88B -$170M -2,790,390 -8%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.86B +$12.7M +208,374 +0.7%
Dodge & Cox
24
Dodge & Cox
California
$1.63B +$30.7M +503,540 +2%
Boston Partners
25
Boston Partners
Massachusetts
$1.62B +$56.5M +926,342 +4%
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