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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 %
PP
876
Pegasus Partners
Wisconsin
$4.32M -$99.7K -1,635 -2%
SC
877
Schulhoff & Co
Ohio
$4.32M -$22.9K -375 -0.5%
SAM
878
Security Asset Management
New York
$4.32M -$4.57K -75 -0.1%
OHA
879
Oak Hill Advisors
New York
$4.32M – – –
CWM
880
Concert Wealth Management
California
$4.32M +$500K +8,220 +13%
HAM
881
Highstreet Asset Management
Ontario, Canada
$4.27M -$312K -5,125 -7%
CIM
882
CenturyLink Investment Management
Colorado
$4.24M -$74.7K -1,226 -2%
MAM
883
Mizuho Asset Management
Japan
$4.24M +$298K +4,889 +8%
CCM
884
CWH Capital Management
Washington
$4.2M +$2.01M +32,896 +91%
AIU
885
Algebris Investments (UK)
United Kingdom
$4.2M +$1.45M +23,725 +53%
JFGIW
886
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.19M +$987K +16,178 +31%
SAM
887
Selway Asset Management
$4.18M -$110K -1,800 -3%
OMCS
888
Old Mutual Customised Solutions
South Africa
$4.17M -$457K -7,500 -10%
EVM
889
Evelyn V. Moreno
$4.12M +$2.13K +35 +0.1%
BOC
890
Barbara Oil Co
Illinois
$4.09M – – –
BWAM
891
Boyd Watterson Asset Management
Ohio
$4.08M -$110K -1,812 -3%
ACM
892
Alpha Capital Management
Texas
$4.08M -$133K -2,189 -3%
PAM
893
PartnerRe Asset Management
Connecticut
$4.08M -$6.46K -106 -0.2%
WTB
894
Washington Trust Bank
Washington
$4.07M -$357K -5,861 -8%
EFS
895
Essex Financial Services
Connecticut
$4.07M +$207K +3,398 +5%
NCM
896
Nelson Capital Management
California
$4.05M +$103K +1,692 +3%
FG
897
Fiduciary Group
Georgia
$4.05M -$32K -524 -0.8%
MC
898
Moors & Cabot
Massachusetts
$4.03M -$25.9K -443 -0.6%
SHGA
899
Sand Hill Global Advisors
California
$4.03M +$64.6K +1,060 +2%
III
900
Independent Investors Inc
New York
$4.02M – – –
34 35
36
37 38