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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 %
FTC
701
Farmers Trust Company
Ohio
$7.58M -$233K -3,438 -3%
NI
702
Numeric Investors
Massachusetts
$7.58M -$75.9M -1,119,335 -91%
CI
703
Capital International
California
$7.57M -$13.6K -200 -0.2%
CII
704
Capital International Inc
California
$7.54M -$102K -1,500 -1%
CANC
705
Culbertson A N & Co
Virginia
$7.53M +$156K +2,299 +2%
SIC
706
Salem Investment Counselors
North Carolina
$7.51M -$89.8K -1,325 -1%
PP
707
Patten & Patten
Tennessee
$7.49M +$20.1K +296 +0.3%
DIA
708
Dean Investment Associates
Ohio
$7.46M -$51.6K -761 -0.7%
THCM
709
Tipp Hill Capital Management
New York
$7.45M -$678K -10,000 -8%
CIS
710
Connors Investor Services
Pennsylvania
$7.42M +$946K +14,070 +15%
BCMNY
711
Buckingham Capital Management (New York)
New York
$7.42M -$16.3K -240 -0.2%
CM
712
Castleark Management
Illinois
$7.39M +$7.39M +109,000 New
PI
713
PineBridge Investments
New York
$7.37M +$1.16M +17,164 +19%
IC
714
InterOcean Capital
Illinois
$7.31M +$496K +7,323 +7%
ERIM
715
Eagle Ridge Investment Management
Connecticut
$7.29M +$8.94K +132 +0.1%
AIA
716
Alerus Investment Advisors
Minnesota
$7.23M +$2.31K +38 +0%
FWIA
717
Fort Washington Investment Advisors
Ohio
$7.23M -$462K -6,810 -6%
CNBT
718
Canandaigua National Bank & Trust
New York
$7.21M -$49.3K -728 -0.7%
WF
719
WealthTrust Fairport
Ohio
$7.15M +$117K +1,732 +2%
TCOV
720
Trust Company of Vermont
Vermont
$7.08M +$462K +6,824 +7%
PI
721
Pettee Investors
Connecticut
$7.04M +$27.1K +400 +0.4%
CC
722
Colrain Capital
Massachusetts
$7.03M -$983K -14,500 -12%
AHB
723
Abner Herrman & Brock
New Jersey
$7.03M +$489K +7,390 +7%
HIM
724
Hermes Investment Management
United Kingdom
$7.03M – – –
FM
725
Foster & Motley
Ohio
$6.99M +$385K +5,686 +6%
27 28
29
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