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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 %
SCM
576
Shelton Capital Management
Colorado
$11.1M -$379K -5,600 -3%
NCM
577
Noesis Capital Mangement
Florida
$11M -$13.1K -194 -0.1%
MIM
578
Marco Investment Management
Georgia
$10.9M -$3.48M -51,300 -24%
PP
579
Paloma Partners
Connecticut
$10.9M +$9.25M +136,468 +557%
BB
580
Busey Bank
Illinois
$10.8M +$122K +1,804 +1%
CIC
581
Cornercap Investment Counsel
Georgia
$10.8M -$378K -5,577 -3%
SLI
582
Sumitomo Life Insurance
Japan
$10.8M -$1.01M -14,891 -9%
CCA
583
Cobblestone Capital Advisors
New York
$10.7M -$73.3K -1,081 -0.7%
CCM
584
Cohen Capital Management
California
$10.6M – – –
BC
585
Brookfield Corp
Ontario, Canada
$10.6M +$10.6M +156,100 New
SC
586
Skylands Capital
Wisconsin
$10.5M -$1.18M -17,600 -10%
AAIM
587
American Assets Investment Management
California
$10.5M – – –
OA
588
OFI Advisors
Pennsylvania
$10.5M -$928K -13,692 -8%
CAM
589
Coronation Asset Management
South Africa
$10.5M +$10.5M +154,722 New
NLI
590
Nippon Life Insurance
Japan
$10.4M -$284K -4,194 -3%
CF
591
CNA Financial
Illinois
$10.4M – – –
BT
592
Beacon Trust
New Jersey
$10.4M +$9.32M +137,509 +902%
AC
593
Argentiere Capital
Switzerland
$10.3M +$4.8M +70,900 +87%
DIA
594
Dana Investment Advisors
Wisconsin
$10.3M -$428K -6,315 -4%
Northwestern Mutual Wealth Management
595
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$442K +6,522 +5%
MCM
596
Maltese Capital Management
New York
$10.2M +$6.14M +90,600 +151%
BCM
597
Buckhead Capital Management
Georgia
$10.1M -$565K -8,341 -5%
TIM
598
Thompson Investment Management
Wisconsin
$10.1M -$154K -2,277 -2%
WAM
599
Winslow Asset Management
Ohio
$10.1M -$283K -4,179 -3%
EWM
600
Endurance Wealth Management
Rhode Island
$10M -$98.2K -1,449 -1%
22 23
24
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