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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 %
DBT
601
Dubuque Bank & Trust
Iowa
$9.99M +$163K +2,402 +2%
HCMNY
602
Howard Capital Management (New York)
New York
$9.96M -$4.04M -59,607 -29%
NC
603
Northpointe Capital
Michigan
$9.9M +$1.63M +24,115 +20%
Bank of Nova Scotia
604
Bank of Nova Scotia
Ontario, Canada
$9.86M -$11.2M -165,929 -53%
BPB
605
Badgley, Phelps & Bell
Washington
$9.85M +$1.36K +20 +0%
11A
606
10-15 Associates
New York
$9.85M +$6.99M +103,120 +244%
TAM
607
Taurus Asset Management
New York
$9.81M -$43.7K -645 -0.4%
PCM
608
Parsons Capital Management
Rhode Island
$9.78M +$291K +4,298 +3%
OCAM
609
Onex Canada Asset Management
Ontario, Canada
$9.76M -$735K -8,701 -7%
CA
610
Cullinan Associates
Kentucky
$9.76M +$292K +4,305 +3%
RJFSA
611
Raymond James Financial Services Advisors
Florida
$9.75M -$1.74M -25,668 -15%
WAM
612
Wilsey Asset Management
California
$9.73M -$44.6K -659 -0.5%
TYCC
613
Texas Yale Capital Corp
Florida
$9.67M +$56.6K +835 +0.6%
CCT
614
Chemung Canal Trust
New York
$9.63M -$452K -6,677 -4%
FNBT
615
FineMark National Bank & Trust
Florida
$9.47M +$514K +7,578 +6%
EML
616
Eos Management LP
New York
$9.46M – – –
ACM
617
Azimuth Capital Management
Michigan
$9.39M +$27K +398 +0.3%
CWM
618
CIBC World Markets
New York
$9.37M +$9.37M +138,328 New
WB
619
Webster Bank
Connecticut
$9.35M -$154K -2,280 -2%
NMIMC
620
Northwestern Mutual Investment Management Company
Wisconsin
$9.34M -$16.7M -246,546 -64%
AHC
621
Adell Harriman & Carpenter
Texas
$9.33M +$237K +3,505 +3%
SM
622
Stratton Management
Pennsylvania
$9.32M -$775K -11,445 -8%
FBC
623
Fairfield, Bush & Co
Connecticut
$9.32M -$53.4K -788 -0.6%
CEI
624
Clark Estates Inc
New York
$9.32M – – –
FDCC
625
Foster Dykema Cabot & Co
Massachusetts
$9.32M -$5.43M -80,084 -37%
23 24
25
26 27