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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 %
LTFS
501
Ladenburg Thalmann Financial Services
Florida
$15.9M +$12.1K +179 +0.1%
FWCM
502
Ferguson Wellman Capital Management
Oregon
$15.8M +$2.47M +36,460 +18%
ASA
503
Armstrong Shaw Associates
Connecticut
$15.8M -$2.4M -35,478 -13%
FCI
504
Financial Counselors Inc
Kansas
$15.6M +$821K +12,121 +6%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$15.5M +$121K +1,780 +0.8%
WIC
506
Willis Investment Counsel
Georgia
$15.5M +$1.1M +16,300 +8%
PP
507
Prospector Partners
Connecticut
$15.3M -$9.98M -147,300 -39%
RMA
508
Roffman Miller Associates
Pennsylvania
$15.2M +$99.7K +1,472 +0.7%
JWM
509
Jacobus Wealth Management
Wisconsin
$15.1M +$55.5K +819 +0.4%
TU
510
TDAM USA
Ontario, Canada
$15.1M -$2.41M -35,513 -14%
PWP
511
Private Wealth Partners
California
$15.1M +$565K +8,340 +4%
PAM
512
Private Asset Management
California
$15M +$160K +2,368 +1%
BSPF
513
British Steel Pension Fund
United Kingdom
$14.7M +$1.49M +22,000 +11%
BCM
514
Brookmont Capital Management
Texas
$14.7M -$631K -9,312 -4%
PFC
515
Phocas Financial Corp
California
$14.6M +$1.58M +23,276 +12%
PA
516
Profund Advisors
Maryland
$14.3M +$4.1M +60,476 +40%
CONA
517
Capital One National Association
New York
$14.3M -$250K -3,684 -2%
TSW
518
Thompson Siegel & Walmsley
Virginia
$14.3M -$275K -4,060 -2%
CAM
519
Carret Asset Management
New York
$14.3M -$2.03K -30 -0%
RJT
520
Raymond James Trust
Florida
$14.2M +$293K +4,318 +2%
MI
521
Markston International
New York
$14.2M -$1.73M -25,486 -11%
CHA
522
Cedar Hill Associates
Illinois
$14.2M +$18.4K +272 +0.1%
WI
523
Wafra Inc
New York
$14.1M +$14.1M +208,627 New
BCM
524
BTR Capital Management
California
$14.1M +$406K +5,995 +3%
GLRA
525
Gerald L. Ray & Associates
Texas
$14.1M +$70K +1,033 +0.5%
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