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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
+$1.22B
2
SC
Sculptor Capital
New York
+$335M
3
AIM
abrdn Investment Management
United Kingdom
+$283M
4
Primecap Management
Primecap Management
California
+$244M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$190M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$353M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$263M
3
IG
ING Group
Netherlands
-$213M
4
BA
BlackRock Advisors
Delaware
-$170M
5
EC
Eminence Capital
New York
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ninety One (UK)
426
Ninety One (UK)
United Kingdom
$19.9M +$19.9M +326,594 New
OH
427
Orbis Holdings
Bermuda
$19.8M +$1.86M +30,588 +10%
WAMC
428
Western Asset Management Company
California
$19.5M – – –
PR
429
Payden & Rygel
California
$19.5M +$1.55M +25,400 +9%
BF
430
BOK Financial
Oklahoma
$19.4M +$2.46M +40,372 +15%
NIM
431
Nexus Investment Management
Ontario, Canada
$19.4M +$199K +3,260 +1%
JAFL
432
Jay A. Fishman Ltd
Michigan
$19.3M -$61K -1,000 -0.3%
GAI
433
General American Investors
New York
$19.2M – – –
BSA
434
Braun Stacey Associates
New York
$19M -$8.23M -134,974 -30%
NEI
435
Northwest & Ethical Investments
Ontario, Canada
$18.9M -$4.44M -72,900 -19%
AFG
436
American Financial Group
Ohio
$18.9M – – –
FFIC
437
First Fiduciary Investment Counsel
Ohio
$18.8M -$976 -16 -0%
LI
438
LMCG Investments
Massachusetts
$18.7M +$387K +6,342 +2%
AR
439
Advisory Research
Illinois
$18.6M -$1.12M -18,402 -6%
HIMC
440
Heritage Investors Management Corp
Maryland
$18.6M -$129K -2,121 -0.7%
KWILP
441
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.5M +$3.37M +55,228 +22%
TCM
442
Tegean Capital Management
New York
$18.3M -$3.05M -50,000 -14%
TA
443
Tiptree Advisors
New York
$18.3M +$18.3M +300,000 New
Creative Planning
444
Creative Planning
Kansas
$18.3M +$1.45M +23,862 +9%
WB
445
WesBanco Bank
West Virginia
$18.2M +$11.7K +192 +0.1%
Artisan Partners
446
Artisan Partners
Wisconsin
$18.2M +$640K +10,492 +4%
MNA
447
Manning & Napier Advisors
New York
$17.9M +$940K +15,414 +6%
EB
448
Eastern Bank
Massachusetts
$17.8M +$503K +8,245 +3%
WMC
449
Westwood Management Corporation
Illinois
$17.7M +$10.4M +170,200 +142%
CS
450
Candriam SCA
Luxembourg
$17.4M -$10.1M -165,904 -37%
16 17
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