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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 %
FMBTD
726
First Midwest Bank Trust Division
Illinois
$6.98M -$129K -1,905 -2%
GIM
727
Grassi Investment Management
California
$6.95M -$50.7K -749 -0.7%
OCM
728
Oakwood Capital Management
California
$6.94M +$263K +3,885 +4%
SC
729
SouthState Corp
Florida
$6.92M +$85.5K +1,262 +1%
Jane Street
730
Jane Street
New York
$6.9M -$10.5M -155,376 -60%
SWM
731
SVA Wealth Management
Wisconsin
$6.85M +$97K +1,432 +1%
TBA
732
Tower Bridge Advisors
Pennsylvania
$6.85M -$115K -1,700 -2%
BBA
733
BLB&B Advisors
Pennsylvania
$6.84M +$41.4K +611 +0.6%
CTC
734
Central Trust Company
Missouri
$6.79M +$219K +3,229 +3%
CNAM
735
Campbell Newman Asset Management
Wisconsin
$6.77M +$6.77M +99,870 New
IFB
736
iAB Financial Bank
Indiana
$6.75M +$133K +1,965 +2%
AAM
737
Advisors Asset Management
Colorado
$6.75M +$282K +4,160 +4%
FAT
738
First American Trust
California
$6.71M -$483K -7,122 -7%
MCA
739
Metropolitan Capital Advisors
New York
$6.7M -$160K -2,365 -2%
DY
740
Dowling & Yahnke
California
$6.66M -$91.7K -1,353 -1%
DG
741
Davidson & Garrard
Virginia
$6.66M +$23.8K +351 +0.4%
TB
742
Terril Brothers
Missouri
$6.59M -$141K -2,086 -2%
SSWM
743
Smith Salley Wealth Management
North Carolina
$6.58M +$300K +4,431 +5%
WRM
744
Westport Resources Management
Connecticut
$6.56M -$46.3K -684 -0.7%
DP
745
Dearborn Partners
Illinois
$6.56M -$369K -5,445 -5%
BC
746
Bartlett & Co
Ohio
$6.55M -$153K -2,255 -2%
EIM
747
Emerson Investment Management
Massachusetts
$6.54M +$290K +4,285 +5%
CWM
748
Calamos Wealth Management
Illinois
$6.52M -$54.7K -808 -0.8%
MYLI
749
Meiji Yasuda Life Insurance
Japan
$6.52M -$33.9K -500 -0.5%
CBOR
750
Community Bank of Raymore
Missouri
$6.51M -$33.9K -500 -0.5%
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30
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