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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 %
AT
501
Arden Trust
Delaware
$14.6M +$4.6M +75,471 +46%
MSDF
502
Michael & Susan Dell Foundation
New York
$14.5M -$5.82M -95,515 -29%
COPPSERS
503
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.5M -$10.9M -179,129 -43%
FCI
504
Financial Counselors Inc
Kansas
$14.5M +$457K +7,494 +3%
TAF
505
Tredje AP-fonden
Sweden
$14.4M -$1.58M -25,846 -10%
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$14.4M +$448K +7,342 +3%
SRC
507
Shufro Rose & Co
New York
$14.3M -$27.1K -444 -0.2%
ASA
508
Armstrong Shaw Associates
Connecticut
$14.2M +$43.8K +718 +0.3%
ESBC
509
E.S. Barr & Co
Kentucky
$14.2M -$239K -3,913 -2%
RMA
510
Roffman Miller Associates
Pennsylvania
$14.1M +$432K +7,085 +3%
Two Sigma Advisers
511
Two Sigma Advisers
New York
$14.1M +$14.1M +230,668 New
FIB
512
First Interstate Bank
Montana
$14M +$1.46M +23,867 +12%
PVH
513
Psagot Value Holdings
Israel
$13.8M +$1.53M +25,093 +12%
PWP
514
Private Wealth Partners
California
$13.7M +$163K +2,670 +1%
PAM
515
Private Asset Management
California
$13.6M +$165K +2,710 +1%
JWM
516
Jacobus Wealth Management
Wisconsin
$13.6M +$7.8K +128 +0.1%
Acadian Asset Management
517
Acadian Asset Management
Massachusetts
$13.6M -$87.3M -1,432,763 -87%
BCM
518
Barometer Capital Management
Ontario, Canada
$13.6M -$24.4M -399,650 -64%
SCM
519
SKBA Capital Management
California
$13.5M +$3.09M +50,600 +30%
KA
520
KLCM Advisors
Wisconsin
$13.4M -$2.54M -41,628 -16%
CS
521
Central Securities
New York
$13.4M +$1.22M +20,000 +10%
RJT
522
Raymond James Trust
Florida
$13.2M +$449K +7,359 +4%
BUB
523
BBVA USA Bancshares
Texas
$13.1M -$8.36M -137,098 -39%
WIC
524
Willis Investment Counsel
Georgia
$13M -$866K -14,200 -6%
BCAM
525
Boston Common Asset Management
Massachusetts
$13M +$708K +11,615 +6%
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