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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 %
ATC
776
Argent Trust Company
Louisiana
$6.08M +$16.9K +250 +0.3%
QI
777
Quotient Investors
New York
$6.07M – – –
MC
778
MRJ Capital
New York
$6.04M +$393K +5,804 +7%
PTC
779
Private Trust Company
Ohio
$6.04M +$4.74K +70 +0.1%
CCM
780
Compton Capital Management
Rhode Island
$6.04M -$59.6K -880 -1%
MYAM
781
Meiji Yasuda Asset Management
Japan
$6.01M +$282K +4,162 +5%
MC
782
Martin & Co
Tennessee
$5.96M +$59K +870 +1%
BAC
783
Boys Arnold & Co
North Carolina
$5.93M -$102K -1,506 -2%
LCM
784
Lomas Capital Management
New York
$5.91M -$9.07M -133,931 -61%
P
785
Pitcairn
Pennsylvania
$5.89M +$148K +2,186 +3%
AHS
786
Aspiriant Holdings S3
California
$5.87M -$113K -1,674 -2%
MC
787
MSF Capital
New York
$5.87M -$1.46M -21,539 -20%
NCM
788
Narwhal Capital Management
Georgia
$5.83M +$106K +1,565 +2%
BO
789
BRR OpCo
Ohio
$5.83M +$12.7K +188 +0.2%
ACM
790
Apex Capital Management
Ohio
$5.82M -$69K -1,018 -1%
RBA
791
Richard Bernstein Advisors
New York
$5.82M -$6.75M -99,640 -54%
MAM
792
Majedie Asset Management
United Kingdom
$5.8M +$3.71M +54,719 +177%
OWD
793
Osborn Williams & Donohoe
Ohio
$5.8M +$126K +1,826 +2%
BAM
794
Burnham Asset Management
New York
$5.8M +$761K +11,227 +15%
CAN
795
Cetera Advisor Networks
California
$5.79M – – –
SGDR
796
SPX Gestao de Recursos
Brazil
$5.76M +$203K +3,000 +4%
MG
797
Markel Group
Virginia
$5.76M +$5.76M +85,000 New
AF
798
Arrow Financial
New York
$5.72M -$65.7K -969 -1%
LPC
799
Loeb Partners Corp
New York
$5.72M -$969K -14,300 -14%
PRA
800
Parametric Risk Advisors
Connecticut
$5.69M -$583K -8,600 -9%
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