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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 %
DY
751
Dowling & Yahnke
California
$6.11M +$111K +1,818 +2%
FAT
752
First American Trust
California
$6.1M +$64.9K +1,064 +1%
MWVC
753
Morgens Waterfall Vintiadis & Co
New York
$6.1M -$915K -15,000 -13%
EWM
754
Edge Wealth Management
New York
$6.07M -$870K -14,453 -13%
NC
755
Northpointe Capital
Michigan
$6.04M -$2.87M -47,008 -32%
DG
756
Davidson & Garrard
Virginia
$6.03M +$44.3K +727 +0.7%
SCA
757
Stonebridge Capital Advisors
Minnesota
$6.02M +$1.96M +32,213 +48%
TBA
758
Tower Bridge Advisors
Pennsylvania
$6.02M -$143K -2,342 -2%
BCM
759
Bourgeon Capital Management
Connecticut
$5.94M +$460K +7,551 +8%
CC
760
Colrain Capital
Massachusetts
$5.91M -$408K -6,700 -6%
DP
761
Dearborn Partners
Illinois
$5.9M +$5.18K +85 +0.1%
FMBTD
762
First Midwest Bank Trust Division
Illinois
$5.86M -$423K -6,941 -7%
CBOR
763
Community Bank of Raymore
Missouri
$5.86M +$6.09K +100 +0.1%
Alyeska Investment Group
764
Alyeska Investment Group
Illinois
$5.85M +$3.1M +50,842 +113%
BC
765
Bartlett & Co
Ohio
$5.82M -$73.3K -1,202 -1%
ST
766
Sentinel Trust
Texas
$5.82M +$85K +1,395 +1%
EWM
767
Evercore Wealth Management
New York
$5.81M +$117K +1,912 +2%
CFA
768
Carroll Financial Associates
North Carolina
$5.78M +$90.1K +1,452 +2%
LPC
769
Loeb Partners Corp
New York
$5.77M +$622K +10,200 +12%
BCM
770
Bluefin Capital Management
New York
$5.76M -$25.1M -411,730 -81%
MYLI
771
Meiji Yasuda Life Insurance
Japan
$5.74M -$128K -2,100 -2%
MCM
772
Murphy Capital Management
New Jersey
$5.71M +$24.1K +395 +0.4%
FMII
773
Farmers & Merchants Investments Inc
Nebraska
$5.7M +$8.41K +138 +0.1%
CA
774
Continental Advisors
Utah
$5.68M – – –
WRM
775
Westport Resources Management
Connecticut
$5.67M -$228K -3,744 -4%
29 30
31
32 33