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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 %
FNFDCM
801
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.69M -$10.9K -161 -0.2%
CRCM
802
Crystal Rock Capital Management
Illinois
$5.68M +$326K +4,812 +6%
Balyasny Asset Management
803
Balyasny Asset Management
Illinois
$5.67M -$10.9M -161,119 -66%
HVIA
804
Hudson Valley Investment Advisors
New York
$5.67M +$20.5K +302 +0.4%
OAMG
805
Odey Asset Management Group
United Kingdom
$5.64M +$5.64M +83,300 New
CT
806
Chicago Trust
Illinois
$5.6M -$316K -4,664 -5%
DT
807
Diversified Trust
Tennessee
$5.6M +$1.35M +19,896 +32%
RJA
808
Robshaw & Julian Associates
New York
$5.59M -$162K -2,385 -3%
ACI
809
Alpha Cubed Investments
California
$5.59M +$130K +1,914 +2%
AWCI
810
Alpine Woods Capital Investors
New York
$5.58M +$20.3K +300 +0.4%
LD
811
Lipe & Dalton
New York
$5.58M -$142K -2,095 -2%
M
812
MOTCO
Texas
$5.57M -$95.8K -1,414 -2%
BCM
813
BTC Capital Management
Iowa
$5.48M +$239K +3,513 +5%
RIM
814
Regent Investment Management
Kentucky
$5.47M +$832K +12,275 +18%
SHA
815
Smith Hayes Advisers
Nebraska
$5.45M +$100K +1,483 +2%
VKH
816
Virtu KCG Holdings
New York
$5.4M -$140K -2,071 -3%
CI
817
Constellation Investments
Ohio
$5.4M +$54.2K +800 +1%
WKWM
818
Walter & Keenan Wealth Management
Indiana
$5.36M -$29.4K -434 -0.5%
ANBT
819
American National Bank & Trust
Texas
$5.33M -$268K -3,961 -5%
TCM
820
Tran Capital Management
California
$5.27M -$257K -3,787 -5%
AAMU
821
AEGON Asset Management (UK)
United Kingdom
$5.27M +$2.69M +39,649 +104%
VV
822
Verity & Verity
South Carolina
$5.26M -$107K -1,581 -2%
Fuller & Thaler Asset Management
823
Fuller & Thaler Asset Management
California
$5.24M -$2.02M -29,800 -28%
BAAM
824
Baker Avenue Asset Management
California
$5.24M +$5.24M +77,273 New
CCMG
825
Clark Capital Management Group
Pennsylvania
$5.22M +$3.49M +51,452 +201%
31 32
33
34 35