JPM icon

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 %
BLM
751
Bennett Lawrence Management
New York
$6.45M +$6.45M +95,240 New
AC
752
Addenda Capital
Quebec, Canada
$6.44M +$1.68M +24,742 +35%
FMT
753
First Mercantile Trust
Tennessee
$6.42M +$17.4K +257 +0.3%
ST
754
Sentinel Trust
Texas
$6.37M -$22.4K -331 -0.4%
SSB
755
Sandy Spring Bank
Maryland
$6.37M +$1.53M +22,566 +32%
BONST
756
Bank of Nova Scotia Trust
Ontario, Canada
$6.33M +$405K +5,992 +7%
FMII
757
Farmers & Merchants Investments Inc
Nebraska
$6.33M -$168K -2,476 -3%
EWM
758
Evercore Wealth Management
New York
$6.32M +$378K +5,587 +6%
MCM
759
Murphy Capital Management
New Jersey
$6.32M +$145K +2,140 +2%
CA
760
Continental Advisors
Utah
$6.31M -$847K -12,500 -12%
MPWT
761
MassMutual Private Wealth & Trust
Connecticut
$6.31M +$575K +9,976 +10%
CCC
762
Cincinnati Casualty Company
Ohio
$6.3M – – –
CSUI
763
Cincinnati Specialty Underwriters Insurance
Ohio
$6.3M – – –
RAM
764
Riggs Asset Management
Pennsylvania
$6.28M +$5.01K +74 +0.1%
FNB
765
First Niagara Bank
New York
$6.27M -$174K -2,569 -3%
BTNA
766
Bremer Trust National Association
Minnesota
$6.25M +$4.83M +71,287 +341%
CTA
767
Chesley Taft & Associates
Illinois
$6.22M +$5.15K +76 +0.1%
CFA
768
Carroll Financial Associates
North Carolina
$6.22M +$3.43M +50,637 +123%
OSNBOA
769
Old Second National Bank of Aurora
Illinois
$6.21M -$89K -1,313 -1%
EOJOAM
770
E. Ohman J:or Asset Management
Sweden
$6.19M -$291K -4,300 -4%
HC
771
Hosking & Co
Ireland
$6.17M +$433K +6,390 +8%
CIM
772
Contrarius Investment Management
Jersey
$6.11M +$6.11M +90,235 New
GXMC
773
Global X Management Company
New York
$6.11M -$2.25M -33,256 -27%
PAG
774
Private Advisor Group
New Jersey
$6.1M +$623K +9,211 +11%
BCM
775
Bourgeon Capital Management
Connecticut
$6.09M -$12.7K -188 -0.2%
29 30
31
32 33