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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 %
HC
851
Highmount Capital
New York
$4.89M -$216K -3,188 -4%
FA
852
FDx Advisors
Illinois
$4.86M +$316K +4,808 +7%
BIM
853
Bridges Investment Management
Nebraska
$4.85M +$58.4K +862 +1%
DCM
854
Delta Capital Management
New Jersey
$4.85M -$62.7K -925 -1%
BPM
855
Bowling Portfolio Management
Ohio
$4.84M +$1.12M +16,600 +30%
SC
856
Schulhoff & Co
Ohio
$4.83M -$14K -207 -0.3%
AAM
857
AR Asset Management
California
$4.82M – – –
MFS
858
MSI Financial Services
Massachusetts
$4.81M +$874K +12,904 +22%
SAM
859
Security Asset Management
New York
$4.81M +$31.1K +459 +0.7%
OHA
860
Oak Hill Advisors
New York
$4.8M -$14.9M -219,164 -76%
CIM
861
CenturyLink Investment Management
Colorado
$4.8M -$99.3K -1,466 -2%
LAM
862
Lingohr Asset Management
Germany
$4.8M +$370K +5,500 +8%
AA
863
Ancora Advisors
Ohio
$4.78M +$4.78M +70,585 New
ECM
864
Exchange Capital Management
Michigan
$4.78M +$86K +1,270 +2%
SFS
865
Strategic Financial Services
New York
$4.77M -$48.8K -720 -1%
SAM
866
Selway Asset Management
$4.76M -$133K -1,970 -3%
DWA
867
Douglass Winthrop Advisors
New York
$4.75M – – –
BCMO
868
Buckingham Capital Management (Ohio)
Ohio
$4.71M +$147K +2,161 +3%
Voloridge Investment Management
869
Voloridge Investment Management
Florida
$4.69M +$4.69M +69,200 New
ACM
870
Alpha Capital Management
Texas
$4.69M +$189K +2,783 +4%
BWAM
871
Boyd Watterson Asset Management
Ohio
$4.66M +$95.1K +1,404 +2%
NCM
872
Nebula Capital Management
Connecticut
$4.62M +$1.1M +16,200 +31%
LH
873
Lebenthal Holdings
New York
$4.59M +$1.43M +21,141 +45%
EGM
874
Espalier Global Management
New York
$4.58M +$4.58M +67,615 New
EVM
875
Evelyn V. Moreno
$4.58M +$179K +2,642 +4%
33 34
35
36 37