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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 %
KCM
676
Kanawha Capital Management
Virginia
$8.09M +$51.8K +765 +0.6%
SAMNY
677
Samsung Asset Management (New York)
New York
$8.04M -$1.65M -24,380 -17%
AIM
678
Avity Investment Management
Connecticut
$8.02M +$80.7K +1,191 +1%
LMGAM
679
Liberty Mutual Group Asset Management
Massachusetts
$8.02M -$3.93M -58,027 -33%
AIP
680
Ameritas Investment Partners
Nebraska
$7.97M -$13.8K -203 -0.2%
LOCB
681
Lombard Odier & Cie (Bahamas)
Bahamas
$7.95M +$400K +5,900 +5%
1IA
682
1834 Investment Advisors
Wisconsin
$7.92M -$105K -1,553 -1%
First Manhattan
683
First Manhattan
New York
$7.89M +$649K +9,578 +9%
HH
684
HWG Holdings
Texas
$7.89M +$7.89M +117,349 New
KIA
685
KCM Investment Advisors
California
$7.89M +$165K +2,432 +2%
JIC
686
Johnson Investment Counsel
Ohio
$7.88M +$861K +12,709 +12%
CA
687
Callahan Advisors
Texas
$7.84M +$568K +8,381 +8%
PCM
688
Palouse Capital Management
Washington
$7.83M -$450K -6,642 -5%
LIA
689
LS Investment Advisors
Michigan
$7.82M +$507K +7,485 +7%
EWM
690
Edge Wealth Management
New York
$7.81M -$136K -2,013 -2%
FFBTD
691
First Financial Bank - Trust Division
Ohio
$7.8M -$90.6K -1,337 -1%
MWVC
692
Morgens Waterfall Vintiadis & Co
New York
$7.79M +$7.79M +115,000 New
1SB
693
1ST Source Bank
Indiana
$7.78M -$459K -6,767 -6%
OAM
694
Origin Asset Management
United Kingdom
$7.73M +$7.73M +114,000 New
AHC
695
Anderson Hoagland & Co
Missouri
$7.71M -$83.3K -1,230 -1%
RC
696
RBO & Co
California
$7.6M +$94.3K +1,392 +1%
SCM
697
Suffolk Capital Management
New York
$7.59M -$55K -812 -0.7%
DIA
698
Denver Investment Advisors
Colorado
$7.59M -$36.9K -545 -0.5%
HRC
699
Hoertkorn Richard Charles
$7.59M -$33.9K -500 -0.4%
SG Americas Securities
700
SG Americas Securities
New York
$7.58M -$34.7M -512,198 -82%
26 27
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