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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 %
MAM
551
Meeder Asset Management
Ohio
$11.6M +$118K +1,938 +1%
FBP
552
Flippin Bruce & Porter
Virginia
$11.5M -$104K -1,709 -0.9%
MC
553
MIG Capital
California
$11.5M +$11.5M +189,400 New
PFC
554
Phocas Financial Corp
California
$11.5M -$1.65M -27,098 -13%
YP
555
Yellowstone Partners
Idaho
$11.4M +$1.04M +17,014 +10%
TCM
556
Tufton Capital Management
Maryland
$11.3M -$434K -7,112 -4%
SCA
557
Stillwater Capital Advisors
Pennsylvania
$11.3M +$976 +16 +0%
BFS
558
Baskin Financial Services
Ontario, Canada
$11.3M +$280K +4,595 +3%
ACM
559
Advisors Capital Management
New Jersey
$11.2M +$2.89M +47,343 +35%
TCM
560
Twin Capital Management
Pennsylvania
$11.2M +$144K +2,370 +1%
Truist Financial
561
Truist Financial
North Carolina
$11.2M +$255K +4,186 +2%
MG
562
Markel Group
Virginia
$11.2M +$5.98M +98,000 +115%
SM
563
Stratton Management
Pennsylvania
$11.1M +$2.72M +44,540 +32%
DA
564
Denali Advisors
California
$11.1M -$451K -7,400 -4%
NB
565
NBT Bank
New York
$11.1M -$544K -8,916 -5%
VC
566
Vestor Capital
Illinois
$11M +$54.5K +894 +0.5%
APFBOT
567
Amica Pension Fund Board of Trustees
Rhode Island
$10.9M – – –
CCM
568
Covington Capital Management
California
$10.9M +$401K +6,584 +4%
HT
569
HAP Trading
New York
$10.8M +$7.65M +125,450 +240%
FPCM
570
Financial Partners Capital Management
New York
$10.8M +$455K +7,465 +4%
Jones Financial Companies
571
Jones Financial Companies
Missouri
$10.8M -$1.18M -19,300 -10%
FAM
572
Fred Alger Management
New York
$10.8M -$17.5M -286,999 -62%
SCM
573
Shelton Capital Management
Colorado
$10.7M +$749K +12,284 +8%
WA
574
Wasatch Advisors
Utah
$10.7M -$604K -9,901 -5%
Victory Capital Management
575
Victory Capital Management
Texas
$10.7M +$195K +3,202 +2%
21 22
23
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