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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 %
DPIM
876
Duff & Phelps Investment Management
Illinois
$4.55M – – –
MC
877
Moors & Cabot
Massachusetts
$4.55M +$284K +4,331 +7%
LWCFA
878
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.55M – – –
PAM
879
PartnerRe Asset Management
Connecticut
$4.54M -$810K -11,958 -15%
BOC
880
Barbara Oil Co
Illinois
$4.54M – – –
CIC
881
Carnegie Investment Counsel
Ohio
$4.53M +$132K +1,944 +3%
FG
882
Fiduciary Group
Georgia
$4.53M +$4.53M +66,863 New
SCA
883
Stonebridge Capital Advisors
Minnesota
$4.51M +$345K +5,091 +8%
MA
884
Montag & Associates
Georgia
$4.49M +$155K +2,290 +4%
III
885
Independent Investors Inc
New York
$4.47M – – –
TCA
886
Teewinot Capital Advisers
New York
$4.45M – – –
PFP
887
Pinnacle Financial Partners
Tennessee
$4.43M +$12.5K +184 +0.3%
SHGA
888
Sand Hill Global Advisors
California
$4.41M -$77.7K -1,147 -2%
JCM
889
JS Capital Management
New York
$4.4M +$678K +10,000 +18%
GCA
890
Greenwood Capital Associates
South Carolina
$4.39M -$117K -1,731 -3%
NCM
891
Nelson Capital Management
California
$4.38M +$96.5K +1,424 +2%
MAM
892
Mizuho Asset Management
Japan
$4.38M +$724K +10,683 +20%
ANTB
893
AMG National Trust Bank
Colorado
$4.35M -$236K -3,486 -5%
KCMRT
894
Kemper Corp Master Retirement Trust
Illinois
$4.34M – – –
DLCIG
895
D.L. Carlson Investment Group
New Hampshire
$4.31M +$120K +1,765 +3%
MMCM
896
Marque Millennium Capital Management
New York
$4.31M -$1.23M -18,200 -22%
SCA
897
Stieven Capital Advisors
Missouri
$4.3M -$13.6K -200 -0.3%
SGCA
898
Steel Grove Capital Advisors
Tennessee
$4.3M -$68.4K -1,010 -2%
EFS
899
Essex Financial Services
Connecticut
$4.29M +$25K +369 +0.6%
UF
900
Univest Financial
Pennsylvania
$4.29M -$67.7K -999 -2%
34 35
36
37 38