JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

1,845 hedge funds and large institutions have $187B invested in JPMorgan Chase in 2015 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 765 increasing their positions, 730 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+44
Holders Change %
+2.44%
% of All Funds
49.76%
Holding in Top 10
476
Holding in Top 10 Change
+118
Holding in Top 10 Change %
+32.96%
% of All Funds
12.84%
New
126
Increased
765
Reduced
730
Closed
59
Calls
$3.76B
Puts
$2.64B
Net Calls
+$1.12B
Net Calls Change
+$1.13B

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$667M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$589M
3
Primecap Management
Primecap Management
California
+$296M
4
AAMU
Amundi Asset Management US
Massachusetts
+$232M
5
O
OppenheimerFunds
New York
+$214M

Top Sellers

1
State Street
State Street
Massachusetts
-$514M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$417M
3
BIT
BlackRock Institutional Trust
California
-$366M
4
UBS Group
UBS Group
Switzerland
-$254M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
476
Amica Mutual Insurance
Rhode Island
$17.6M – – –
RIL
477
Rothschild Investment LLC
Illinois
$17.6M -$1.46M -21,544 -8%
GC
478
Guardian Capital
Ontario, Canada
$17.4M +$7.59M +111,962 +78%
MCTIC
479
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$17.4M +$5.18M +76,393 +42%
FBNAT
480
FirstMerit Bank N.A. Trustee
Ohio
$17.3M +$360K +5,309 +2%
CCM
481
Cadence Capital Management
Massachusetts
$17.2M +$560K +8,265 +3%
NP
482
NS Partners
United Kingdom
$17.1M +$17.1M +252,794 New
MAM
483
Martingale Asset Management
Massachusetts
$17.1M +$13M +191,176 +315%
DADC
484
D.A. Davidson & Co
Montana
$17.1M -$391K -5,773 -2%
CIP
485
Convergence Investment Partners
Florida
$17M +$8M +117,998 +89%
ZIC
486
ZWJ Investment Counsel
Georgia
$17M -$682K -10,064 -4%
EWA
487
EP Wealth Advisors
California
$17M +$3.12K +46 +0%
KRS
488
Kentucky Retirement Systems
Kentucky
$17M -$36.7K -541 -0.2%
MP
489
MSD Partners
New York
$16.9M – – –
KWILP
490
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.9M +$1.74M +25,704 +12%
QAM
491
QCI Asset Management
New York
$16.8M +$91.7K +1,354 +0.5%
SIP
492
Stoneridge Investment Partners
Pennsylvania
$16.7M -$1.07M -15,776 -6%
BCM
493
Bluefin Capital Management
New York
$16.5M +$13.1M +401,561 +384%
CPSAC
494
Chas P. Smith & Associates (CPS)
Florida
$16.5M +$499K +7,360 +3%
PIM
495
Perkins Investment Management
Illinois
$16.4M +$4.43M +65,360 +37%
LC
496
Loews Corp
New York
$16.2M +$15.5M +229,100 +2,196%
CG
497
Colony Group
Massachusetts
$16.2M +$557K +8,222 +4%
ABTD
498
Arvest Bank Trust Division
Oklahoma
$16.1M +$47.4K +699 +0.3%
ESBC
499
E.S. Barr & Co
Kentucky
$16M -$1.06M -15,600 -6%
SRC
500
Shufro Rose & Co
New York
$15.9M -$141K -2,075 -0.9%
18 19
20
21 22