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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 %
ACH
651
ArrowMark Colorado Holdings
Colorado
$8.64M +$678K +10,000 +9%
PWM
652
Patriot Wealth Management
Texas
$8.62M +$93.5K +1,380 +1%
AI
653
Ariel Investments
Illinois
$8.62M +$229K +3,383 +3%
NRS
654
Neville Rodie & Shaw
New York
$8.59M +$11.1K +164 +0.1%
NEAM
655
New England Asset Management
Connecticut
$8.53M -$122K -1,800 -1%
RW
656
Rand Wealth
Maryland
$8.51M +$304K +4,483 +4%
FHA
657
First Horizon Advisors
Tennessee
$8.5M -$195K -2,872 -2%
AB
658
Amalgamated Bank
New York
$8.5M +$362K +5,337 +4%
CCFCSB
659
Cape Cod Five Cents Savings Bank
Massachusetts
$8.5M +$45.3K +668 +0.5%
VW
660
Vantage Wealth
California
$8.45M +$28.8K +425 +0.3%
FNT
661
First National Trust
Pennsylvania
$8.38M +$110K +1,626 +1%
CWM
662
Cabot Wealth Management
Massachusetts
$8.33M +$132K +1,955 +2%
KFC
663
Klingenstein Fields & Co
New York
$8.31M +$2.39M +35,242 +40%
CCM
664
Channing Capital Management
Illinois
$8.29M +$419K +6,178 +5%
CIA
665
Choate Investment Advisors
Massachusetts
$8.24M -$219K -3,237 -3%
NB
666
Norinchukin Bank
Japan
$8.23M -$739K -10,911 -8%
BHIA
667
Birch Hill Investment Advisors
Massachusetts
$8.23M +$3.39K +50 +0%
BFM
668
Boston Financial Management
Massachusetts
$8.23M -$47.4K -699 -0.6%
KRSITF
669
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.2M +$80.8K +1,193 +1%
GW
670
GW & Wade
Massachusetts
$8.19M +$6.36M +93,832 +348%
CC
671
ClearArc Capital
Ohio
$8.19M +$1.13M +16,736 +16%
AC
672
Alexandria Capital
Virginia
$8.16M +$7.89M +114,319 +2,961%
WMC
673
Westwood Management Corporation
Illinois
$8.14M +$7.77M +114,700 +2,101%
BOH
674
Bank of Hawaii
Hawaii
$8.13M -$42.8K -632 -0.5%
AP
675
AHL Partners
United Kingdom
$8.12M +$8.12M +119,819 New
25 26
27
28 29