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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 %
ATN
401
AMF Tjänstepension
Sweden
$22.9M +$685K +11,237 +3%
RCM
402
Rockshelter Capital Management
Pennsylvania
$22.7M -$394K -6,470 -2%
WJA
403
Williams Jones & Associates
New York
$22.6M -$71K -1,164 -0.3%
PFM
404
Parsec Financial Management
North Carolina
$22.2M +$367K +6,017 +2%
BAM
405
Barrett Asset Management
New York
$22.2M +$9.15K +150 +0%
SIM
406
Sentry Investment Management
Wisconsin
$22.1M +$1.45M +23,725 +7%
CGM
407
Capital Growth Management
Massachusetts
$21.9M -$12.8M -210,000 -37%
CC
408
Chubb Corp
New Jersey
$21.9M – – –
TH
409
TCTC Holdings
Texas
$21.9M +$366K +6,011 +2%
MC
410
Martin Currie
United Kingdom
$21.8M -$1.93M -31,650 -8%
MC
411
Muhlenkamp & Co
Pennsylvania
$21.7M +$4.88K +80 +0%
BIP
412
Brandes Investment Partners
California
$21.7M -$520K -8,527 -2%
Rafferty Asset Management
413
Rafferty Asset Management
New York
$21.5M +$11M +180,251 +104%
PCM
414
Prosiris Capital Management
New York
$21.4M +$21.4M +351,721 New
DAM
415
Davis Asset Management
California
$21.3M – – –
WPC
416
Waters Parkerson & Co
Louisiana
$21.2M +$389K +6,384 +2%
SAM
417
Securian Asset Management
Minnesota
$21.2M -$246K -4,031 -1%
ANI
418
American National Insurance
Texas
$21.1M – – –
Mirae Asset Global Investments
419
Mirae Asset Global Investments
South Korea
$21.1M -$869K -14,254 -4%
DCM
420
Donaldson Capital Management
Indiana
$20.8M -$43.4K -712 -0.2%
GKIM
421
GW&K Investment Management
Massachusetts
$20.7M +$295K +4,845 +1%
SPC
422
Stewart & Patten Company
California
$20.6M -$117K -1,915 -0.6%
DJSG
423
D.J. St. Germain
Massachusetts
$20.3M -$216K -3,539 -1%
RL
424
Ruffer LLP
United Kingdom
$20.1M -$16M -263,123 -44%
BAM
425
Berkshire Asset Management
Pennsylvania
$19.9M +$396K +6,497 +2%
15 16
17
18 19