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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 %
SDJVC
826
St. Denis J. Villere & Co
Louisiana
$5.2M +$837K +12,350 +19%
DLG
827
Daniel L. Goodwin
$5.19M -$488K -7,200 -9%
HIS
828
Horizon Investment Services
Indiana
$5.17M +$4.91M +72,506 +1,881%
CA
829
Cornerstone Advisors
North Carolina
$5.17M – – –
MCMT
830
Moon Capital Management (Tennessee)
Tennessee
$5.17M +$64K +945 +1%
CTA
831
Colonial Trust Advisors
South Carolina
$5.17M -$5.08K -75 -0.1%
OMCS
832
Old Mutual Customised Solutions
South Africa
$5.14M – – –
BAM
833
Boyar Asset Management
New York
$5.12M +$47.8K +705 +0.9%
SAMT
834
Select Asset Management & Trust
Pennsylvania
$5.12M +$1.22M +18,002 +31%
OA
835
Oxbow Advisors
Texas
$5.12M +$5.12M +75,515 New
PAIM
836
Punch & Associates Investment Management
Minnesota
$5.11M +$44.2K +653 +0.9%
PIC
837
Portland Investment Counsel
Ontario, Canada
$5.11M -$2.05M -30,200 -29%
HAM
838
Highstreet Asset Management
Ontario, Canada
$5.1M +$1.66M +24,470 +48%
SIC
839
Sigma Investment Counselors
Michigan
$5.05M -$92K -1,358 -2%
SIA
840
SeaBridge Investment Advisors
New Jersey
$5.05M +$301K +4,435 +6%
FCT
841
Family Capital Trust
Massachusetts
$5.01M +$43.4K +640 +0.9%
QF
842
QVT Financial
New York
$5M +$5M +73,812 New
AIC
843
Argus Investors Counsel
New York
$5M -$328K -4,845 -6%
BHWM
844
Bar Harbor Wealth Management
New Hampshire
$4.95M +$11K +163 +0.2%
SNT
845
Security National Trust
West Virginia
$4.95M -$65K -959 -1%
AC
846
Alley Company
Illinois
$4.93M -$1.42K -21 -0%
WTB
847
Washington Trust Bank
Washington
$4.92M +$40.4K +596 +0.8%
PP
848
Pegasus Partners
Wisconsin
$4.92M +$4.92M +72,562 New
MC
849
Mathes Company
New York
$4.9M -$13.6K -200 -0.3%
LOAMU
850
Lombard Odier Asset Management (USA)
New York
$4.89M +$4.89M +72,186 New
32 33
34
35 36