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JPMorgan Chase
JPM

Overview Fund Activity

1,831 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 788 increasing their positions, 724 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,831
Holders Change
-14
Holders Change %
-0.76%
% of All Funds
51.17%
Holding in Top 10
433
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-9.03%
% of All Funds
12.1%
New
83
Increased
788
Reduced
724
Closed
82
Calls
$3.29B
Puts
$2.78B
Net Calls
+$511M
Net Calls Change
-$608M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.22B
2
SC
Sculptor Capital
New York
+$335M
3
AIM
abrdn Investment Management
United Kingdom
+$283M
4
Primecap Management
Primecap Management
California
+$244M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$190M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$353M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$263M
3
IG
ING Group
Netherlands
-$213M
4
BA
BlackRock Advisors
Delaware
-$170M
5
EC
Eminence Capital
New York
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
726
Eagle Ridge Investment Management
Connecticut
$6.73M +$168K +2,761 +3%
TCOV
727
Trust Company of Vermont
Vermont
$6.71M +$341K +5,589 +5%
FWIA
728
Fort Washington Investment Advisors
Ohio
$6.69M +$189K +3,095 +3%
CRCM
729
Crystal Rock Capital Management
Illinois
$6.63M +$1.52M +25,000 +30%
AHB
730
Abner Herrman & Brock
New Jersey
$6.62M +$20.8K +335 +0.3%
BOH
731
Bank of Hawaii
Hawaii
$6.62M -$694K -11,382 -9%
WF
732
WealthTrust Fairport
Ohio
$6.58M +$147K +2,417 +2%
AHC
733
Anderson Hoagland & Co
Missouri
$6.55M -$390K -6,405 -6%
OCM
734
Oakwood Capital Management
California
$6.53M +$285K +4,680 +5%
SCM
735
Suffolk Capital Management
New York
$6.53M -$300K -4,914 -4%
SC
736
SouthState Corp
Florida
$6.52M +$289K +4,743 +5%
FM
737
Foster & Motley
Ohio
$6.43M +$144K +2,358 +2%
CAM
738
Centre Asset Management
New York
$6.4M +$6.16M +101,000 +2,603%
SSB
739
Sandy Spring Bank
Maryland
$6.36M +$634K +10,395 +11%
BBA
740
BLB&B Advisors
Pennsylvania
$6.34M +$180K +2,954 +3%
PI
741
Pettee Investors
Connecticut
$6.33M -$6.1K -100 -0.1%
PAG
742
Private Advisor Group
New Jersey
$6.31M +$809K +13,270 +15%
GIM
743
Grassi Investment Management
California
$6.24M -$16.7K -274 -0.3%
IFB
744
iAB Financial Bank
Indiana
$6.23M +$154K +2,525 +3%
SSWM
745
Smith Salley Wealth Management
North Carolina
$6.2M +$278K +4,565 +5%
CNBT
746
Canandaigua National Bank & Trust
New York
$6.2M -$282K -4,619 -4%
JG
747
Jefferies Group
New York
$6.17M +$5.65M +92,670 +1,081%
SWM
748
SVA Wealth Management
Wisconsin
$6.16M -$2.62K -43 -0%
BONST
749
Bank of Nova Scotia Trust
Ontario, Canada
$6.12M +$405K +6,640 +7%
TB
750
Terril Brothers
Missouri
$6.11M +$150K +2,459 +3%
28 29
30
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