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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 %
SCA
551
Stillwater Capital Advisors
Pennsylvania
$12.6M +$86.4K +1,275 +0.7%
WA
552
Wasatch Advisors
Utah
$12.5M -$1.57M -23,169 -11%
JCP
553
Jabre Capital Partners
Switzerland
$12.4M +$11.3M +185,000 +1,028%
TCM
554
Twin Capital Management
Pennsylvania
$12.3M -$219K -3,230 -2%
BFS
555
Baskin Financial Services
Ontario, Canada
$12.2M +$37.2K +549 +0.3%
VC
556
Vestor Capital
Illinois
$12.2M +$1.94M +28,628 +19%
APFBOT
557
Amica Pension Fund Board of Trustees
Rhode Island
$12.1M – – –
Truist Financial
558
Truist Financial
North Carolina
$12.1M +$1.87M +27,644 +18%
EAM
559
EULAV Asset Management
Florida
$11.9M +$1.08M +16,000 +10%
Rafferty Asset Management
560
Rafferty Asset Management
New York
$11.7M -$3.9M -57,567 -25%
AAF
561
Andra AP-fonden
Sweden
$11.7M -$535K -7,900 -4%
PDN
562
Pensionfund DSM Netherlands
Netherlands
$11.7M -$1.25M -18,500 -10%
QCI
563
Quaker Capital Investments
Pennsylvania
$11.7M – – –
Victory Capital Management
564
Victory Capital Management
Texas
$11.7M +$11.3M +166,202 +2,846%
CCM
565
Covington Capital Management
California
$11.6M +$557K +8,218 +5%
SCM
566
SKBA Capital Management
California
$11.6M -$217K -3,200 -2%
CBB
567
Citizens Business Bank
California
$11.6M -$91.9K -1,356 -0.8%
CAM
568
Cypress Asset Management
Texas
$11.5M +$18.6K +275 +0.2%
YP
569
Yellowstone Partners
Idaho
$11.5M +$5.03M +74,225 +77%
FPCM
570
Financial Partners Capital Management
New York
$11.5M -$262K -3,870 -2%
SAM
571
Strategy Asset Managers
California
$11.5M -$119K -1,758 -1%
TH
572
Timber Hill
Connecticut
$11.4M +$4.49M +66,229 +65%
EGA
573
Eagle Global Advisors
Texas
$11.3M +$329K +4,858 +3%
JPMIA
574
J.P. Marvel Investment Advisors
Massachusetts
$11.2M -$200K -2,959 -2%
CW
575
Cabot-Wellington
Massachusetts
$11.1M +$5.96M +87,959 +117%
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