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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 %
TAM
626
Tocqueville Asset Management
New York
$9.31M -$172K -2,545 -2%
GCA
627
Guardian Capital Advisors
Ontario, Canada
$9.29M +$154K +2,225 +2%
V
628
Veritable
Delaware
$9.29M -$8.08M -119,298 -47%
TCM
629
Tradition Capital Management
New Jersey
$9.28M +$258K +3,806 +3%
ACM
630
Advisors Capital Management
New Jersey
$9.28M +$810K +11,948 +10%
AC
631
AFAM Capital
Texas
$9.27M +$60.2K +888 +0.7%
CW
632
Cobiz Wealth
Colorado
$9.26M -$382K -5,644 -4%
Cambridge Investment Research Advisors
633
Cambridge Investment Research Advisors
Iowa
$9.25M +$552K +8,146 +6%
BIA
634
Biondo Investment Advisors
Pennsylvania
$9.23M -$16.6K -245 -0.2%
HFS
635
Haverford Financial Services
Pennsylvania
$9.21M -$447K -6,597 -5%
NSEDCP
636
NJ State Employees Deferred Compensation Plan
New Jersey
$9.15M – – –
SI
637
Stephens Inc
Arkansas
$9.06M +$346K +5,099 +4%
CIS
638
Capital International Sarl
California
$9.05M -$1.33M -19,689 -13%
FAAS
639
First Allied Advisory Services
California
$8.99M +$2.5M +36,750 +38%
CB
640
Chemical Bank
Michigan
$8.95M -$554K -8,177 -6%
CI
641
Conning Inc
Connecticut
$8.89M -$1.09M -16,123 -11%
VIP
642
Vantage Investment Partners
Missouri
$8.86M – – –
SSG
643
Summit Securities Group
New York
$8.85M +$7.22M +106,525 +442%
TMAM
644
Tokio Marine Asset Management
Japan
$8.84M -$1.01M -14,975 -10%
BCM
645
BlueCrest Capital Management
Jersey
$8.78M -$5.01M -73,972 -36%
Mariner
646
Mariner
Kansas
$8.77M +$3.55M +52,366 +68%
BTS
647
BB&T Securities
Virginia
$8.74M -$249K -3,678 -3%
AP
648
Appleton Partners
Massachusetts
$8.72M -$821K -12,115 -9%
FG
649
FSI Group
Ohio
$8.71M -$3.34M -49,238 -28%
MERSOM
650
Municipal Employees' Retirement System of Michigan
Michigan
$8.65M +$1.17M +17,210 +16%
24 25
26
27 28