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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 %
PRA
826
Parametric Risk Advisors
Connecticut
$4.88M -$244K -4,000 -5%
LD
827
Lipe & Dalton
New York
$4.87M -$149K -2,440 -3%
OA
828
Oxbow Advisors
Texas
$4.86M +$255K +4,185 +6%
CI
829
Constellation Investments
Ohio
$4.86M -$6.1K -100 -0.1%
BIM
830
Bridges Investment Management
Nebraska
$4.85M – – –
BIC
831
Bridges Investment Counsel
Nebraska
$4.85M +$1.65M +24,309 +51%
FA
832
FDx Advisors
Illinois
$4.83M +$331K +5,437 +7%
WKWM
833
Walter & Keenan Wealth Management
Indiana
$4.83M +$6.1K +100 +0.1%
ANBT
834
American National Bank & Trust
Texas
$4.83M +$29.8K +488 +0.6%
ACM
835
Apex Capital Management
Ohio
$4.82M -$415K -6,803 -8%
BAAM
836
Baker Avenue Asset Management
California
$4.82M +$105K +1,725 +2%
TCM
837
Tran Capital Management
California
$4.82M +$72.4K +1,187 +2%
SDJVC
838
St. Denis J. Villere & Co
Louisiana
$4.74M +$61K +1,000 +1%
MCMT
839
Moon Capital Management (Tennessee)
Tennessee
$4.74M +$86.4K +1,417 +2%
BPM
840
Bowling Portfolio Management
Ohio
$4.72M +$365K +5,994 +8%
FCT
841
Family Capital Trust
Massachusetts
$4.71M +$202K +3,305 +4%
PAIM
842
Punch & Associates Investment Management
Minnesota
$4.69M +$92.4K +1,516 +2%
CIC
843
Carnegie Investment Counsel
Ohio
$4.68M +$423K +6,653 +10%
PFP
844
Pinnacle Financial Partners
Tennessee
$4.67M +$655K +10,656 +16%
DLG
845
Daniel L. Goodwin
$4.67M – – –
CIM
846
Contrarius Investment Management
Jersey
$4.66M -$843K -13,824 -15%
ECM
847
Exchange Capital Management
Michigan
$4.63M +$331K +5,436 +8%
NI
848
Numeric Investors
Massachusetts
$4.62M -$2.2M -36,000 -32%
DWA
849
Douglass Winthrop Advisors
New York
$4.61M -$165K -2,710 -3%
TC
850
Trust Company
Kansas
$4.61M +$1.16M +19,048 +34%
32 33
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