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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 %
OPCM
476
Osborne Partners Capital Management
California
$15.8M -$175K -2,876 -1%
AMI
477
Amica Mutual Insurance
Rhode Island
$15.8M – – –
DIA
478
Davidson Investment Advisors
Montana
$15.7M -$1.2M -19,645 -7%
DADC
479
D.A. Davidson & Co
Montana
$15.6M +$236K +3,879 +2%
ZIC
480
ZWJ Investment Counsel
Georgia
$15.5M +$194K +3,178 +1%
MCTIC
481
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$15.5M -$129K -2,111 -0.8%
KRS
482
Kentucky Retirement Systems
Kentucky
$15.5M +$204K +3,346 +1%
Daiwa Securities Group
483
Daiwa Securities Group
Japan
$15.4M -$1.14M -18,700 -7%
CNAM
484
Campbell Newman Asset Management
Wisconsin
$15.3M +$9.26M +151,799 +152%
RIL
485
Rothschild Investment LLC
Illinois
$15.3M -$519K -8,514 -3%
MP
486
MSD Partners
New York
$15.2M – – –
CCM
487
Cadence Capital Management
Massachusetts
$15.2M -$288K -4,724 -2%
CPSAC
488
Chas P. Smith & Associates (CPS)
Florida
$15.1M +$333K +5,468 +2%
EWA
489
EP Wealth Advisors
California
$15.1M -$172K -2,817 -1%
SIP
490
Stoneridge Investment Partners
Pennsylvania
$15.1M +$116K +1,900 +0.8%
QAM
491
QCI Asset Management
New York
$15.1M -$12.4K -203 -0.1%
NP
492
NS Partners
United Kingdom
$15.1M -$346K -5,678 -2%
QIM
493
Quantitative Investment Management
Virginia
$15M +$11.4M +186,300 +310%
CIP
494
Convergence Investment Partners
Florida
$15M -$356K -5,846 -2%
Jane Street
495
Jane Street
New York
$15M +$8.74M +143,416 +141%
AI
496
Analytic Investors
California
$14.9M -$15.3M -250,632 -51%
JCM
497
Janney Capital Management
Pennsylvania
$14.9M +$14.9M +243,990 New
MAM
498
Martingale Asset Management
Massachusetts
$14.8M -$522K -8,559 -3%
ABTD
499
Arvest Bank Trust Division
Oklahoma
$14.8M +$302K +4,946 +2%
CG
500
Colony Group
Massachusetts
$14.7M +$118K +1,934 +0.8%
18 19
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