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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 %
BAC
801
Boys Arnold & Co
North Carolina
$5.32M -$15.1K -248 -0.3%
FMT
802
First Mercantile Trust
Tennessee
$5.3M -$478K -7,837 -8%
CCM
803
Compton Capital Management
Rhode Island
$5.29M -$137K -2,255 -3%
IC
804
InterOcean Capital
Illinois
$5.28M -$1.3M -21,395 -20%
NCM
805
Narwhal Capital Management
Georgia
$5.25M – – –
EOJOAM
806
E. Ohman J:or Asset Management
Sweden
$5.23M -$341K -5,600 -6%
FNFDCM
807
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.22M +$104K +1,700 +2%
OWD
808
Osborn Williams & Donohoe
Ohio
$5.22M +$45.5K +740 +0.9%
AF
809
Arrow Financial
New York
$5.22M +$74.3K +1,219 +1%
HIS
810
Horizon Investment Services
Indiana
$5.2M +$545K +8,947 +12%
RIM
811
Regent Investment Management
Kentucky
$5.2M +$272K +4,457 +6%
ACI
812
Alpha Cubed Investments
California
$5.18M -$122K -1,897 -2%
BCM
813
BTC Capital Management
Iowa
$5.17M +$246K +4,039 +5%
RJA
814
Robshaw & Julian Associates
New York
$5.13M +$105K +1,730 +2%
HVIA
815
Hudson Valley Investment Advisors
New York
$5.13M +$24.3K +398 +0.5%
SHA
816
Smith Hayes Advisers
Nebraska
$5.13M +$226K +3,704 +5%
MA
817
Montag & Associates
Georgia
$5.1M +$1.07M +17,525 +26%
KJHP
818
K.J. Harrison & Partners
Ontario, Canada
$5.09M +$2.67M +43,768 +110%
AWCI
819
Alpine Woods Capital Investors
New York
$5.05M +$30.5K +500 +0.6%
DT
820
Diversified Trust
Tennessee
$5.01M -$25.5K -419 -0.5%
CT
821
Chicago Trust
Illinois
$4.99M -$55K -902 -1%
Fuller & Thaler Asset Management
822
Fuller & Thaler Asset Management
California
$4.96M +$250K +4,100 +5%
MC
823
MSF Capital
New York
$4.93M -$358K -5,869 -7%
LOAMU
824
Lombard Odier Asset Management (USA)
New York
$4.92M +$514K +8,422 +12%
M
825
MOTCO
Texas
$4.89M -$125K -2,048 -2%
31 32
33
34 35