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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
Bank of America
North Carolina
$3.53B
2
SC
Sculptor Capital
New York
$335M
3
AIM
abrdn Investment Management
United Kingdom
$336M
4
Primecap Management
Primecap Management
California
$663M
5
Capital Research Global Investors
Capital Research Global Investors
California
$629M

Top Sellers

1
CS
Credit Suisse
Switzerland
$728M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.86B
3
IG
ING Group
Netherlands
$62.7M
4
BA
BlackRock Advisors
Delaware
$1.88B
5
EC
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
301
Delta Lloyd
Netherlands
$42.5M -$6.3M -103,356 -13%
SG Americas Securities
302
SG Americas Securities
New York
$42.4M +$40.8M +2,785,237 +2,489%
UCFA
303
United Capital Financial Advisors
Texas
$41.3M -$4.49M -73,678 -10%
CTB
304
Country Trust Bank
Illinois
$41.2M +$233K +3,820 +0.6%
Mackenzie Financial
305
Mackenzie Financial
Ontario, Canada
$41.2M +$13.4M +219,418 +48%
URS
306
Utah Retirement Systems
Utah
$40.5M +$219K +3,600 +0.5%
QI
307
QS Investors
New York
$40.2M -$8.22M -134,775 -17%
GC
308
GMT Capital
Georgia
$40M -$2.7M -43,100 -6%
GH
309
GAM Holding
Switzerland
$39.8M -$5.02M -82,364 -11%
SEI Investments
310
SEI Investments
Pennsylvania
$39.1M +$6.19M +101,486 +19%
LPL Financial
311
LPL Financial
California
$37.8M +$1.35M +21,696 +4%
SAM
312
Sentinel Asset Management
Vermont
$37.7M -$2.8M -46,000 -7%
BA
313
Boston Advisors
Massachusetts
$37.6M -$19.8K -324 -0.1%
SCM
314
Sirios Capital Management
Massachusetts
$37.5M +$9.49M +155,695 +34%
William Blair & Company
315
William Blair & Company
Illinois
$37.4M +$2.64M +43,270 +8%
M2MC
316
Matthew 25 Management Corp
Pennsylvania
$37.3M -$5.79M -95,000 -13%
Macquarie Group
317
Macquarie Group
Australia
$37.2M -$12.2M -199,760 -25%
PWLP
318
Prio Wealth Limited Partnership
Massachusetts
$37.1M +$160K +2,621 +0.4%
WT
319
Whittier Trust
California
$37.1M -$120K -1,972 -0.3%
Baird Financial Group
320
Baird Financial Group
Wisconsin
$36.7M -$87.9K -1,442 -0.2%
CBOA
321
Commonwealth Bank of Australia
Australia
$36.7M -$130K -2,139 -0.4%
HEIP
322
Hudson Edge Investment Partners
New Jersey
$36.7M -$4.99M -81,802 -12%
MCC
323
Mid Continent Capital
Illinois
$35.9M -$372K -6,101 -1%
SAM
324
Shell Asset Management
Netherlands
$34.8M +$6.75M +112,019 +24%
PSUF
325
People's United Financial
Connecticut
$34M -$742K -12,166 -2%
11 12
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