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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 %
MAMU
351
Marathon Asset Management (UK)
United Kingdom
$29.5M +$160K +2,617 +0.5%
SC
352
Scotia Capital
Ontario, Canada
$29.5M +$3.09M +50,567 +12%
PA
353
Pinnacle Associates
New York
$29.2M +$732K +12,009 +3%
MSA
354
Mason Street Advisors
Wisconsin
$29.2M +$37.9K +622 +0.1%
MOACM
355
Mutual of America Capital Management
New York
$29.1M +$168K +2,758 +0.6%
FCBT
356
First Citizens Bank & Trust
North Carolina
$28.8M -$155K -2,548 -0.5%
ECM
357
Estabrook Capital Management
New York
$28.8M -$1.12M -18,389 -4%
EARNEST Partners
358
EARNEST Partners
Georgia
$28.8M +$748K +12,270 +3%
IEFM
359
IQ EQ Fund Management
Ireland
$28.8M -$1.91M -28,837 -6%
SBH
360
Segall Bryant & Hamill
Illinois
$28.7M +$3.08M +50,590 +12%
CIBC World Market
361
CIBC World Market
Ontario, Canada
$28.6M -$495K -8,125 -2%
OC
362
Oppenheimer & Co
New York
$27.9M +$2.25M +36,979 +9%
OA
363
Oak Associates
Ohio
$27.9M -$408K -6,699 -1%
ADEF
364
Adams Diversified Equity Fund
Maryland
$27.4M – – –
HCMT
365
Highland Capital Management (Tennessee)
Tennessee
$27.1M -$151K -2,476 -0.6%
JIR
366
James Investment Research
Ohio
$27M +$977K +16,028 +4%
ALA
367
Atherton Lane Advisers
California
$27M +$377K +6,176 +1%
ISL
368
Ingalls & Snyder LLC
New York
$26.9M -$179K -2,934 -0.7%
Bank of Nova Scotia
369
Bank of Nova Scotia
Ontario, Canada
$26.7M +$17.8M +291,847 +201%
CF
370
Cypress Funds
California
$26.5M +$3.96M +65,000 +18%
B
371
BP
United Kingdom
$26.2M -$6.76M -111,000 -21%
WCM
372
Wedge Capital Management
North Carolina
$26.1M -$5.31M -87,050 -17%
RCM
373
RNC Capital Management
California
$25.9M -$325K -5,335 -1%
VDI
374
Vaughan David Investments
Illinois
$25.8M -$34.4K -564 -0.1%
DCLA
375
Douglas C. Lane & Associates
New York
$25.7M +$231K +3,786 +0.9%
13 14
15
16 17