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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 %
FA
901
Fagan Associates
New York
$4.26M +$226K +3,335 +6%
PGIM
902
Pacific Global Investment Management
California
$4.25M +$174K +2,570 +4%
CWM
903
Concert Wealth Management
California
$4.25M -$5.28K -78 -0.1%
TF
904
Tompkins Financial
New York
$4.24M -$96.8K -1,429 -2%
LA
905
LVW Advisors
New York
$4.22M +$81.5K +1,203 +2%
CFA
906
Capstone Financial Advisors
Illinois
$4.2M -$117K -1,727 -3%
ECM
907
Evergreen Capital Management
Washington
$4.19M -$61.3K -905 -1%
GCM
908
Garland Capital Management
Washington
$4.18M -$605K -8,930 -13%
IPC
909
Independent Portfolio Consultants
Florida
$4.18M +$104K +1,531 +3%
JAM
910
Jolley Asset Management
North Carolina
$4.17M -$60.6K -895 -1%
ISB
911
Iowa State Bank
Iowa
$4.14M +$56.2K +830 +1%
LSA
912
L & S Advisors
California
$4.12M +$385K +5,689 +10%
QIM
913
Quantitative Investment Management
Virginia
$4.07M -$8.24M -121,600 -67%
COI
914
Connable Office Inc
Michigan
$4.07M -$10.2K -151 -0.3%
CFC
915
Cincinnati Financial Corp
Ohio
$4.07M – – –
NPF
916
Norris Perne & French
Michigan
$4.05M +$82.9K +1,224 +2%
WC
917
Woodstock Corp
Massachusetts
$4.03M +$2.03K +30 +0.1%
CHAM
918
Clear Harbor Asset Management
Connecticut
$4.02M -$1.18M -17,470 -23%
I
919
IberiaBank
Louisiana
$4.01M +$111K +1,642 +3%
HAI
920
Hennessy Advisors Inc
California
$4M -$67.8K -1,000 -2%
BCP
921
Blue Chip Partners
Michigan
$3.98M +$122K +1,805 +3%
WSCM
922
Wellington Shields Capital Management
New York
$3.98M +$2.77M +40,952 +231%
NCMW
923
Northern Capital Management (Wisconsin)
Wisconsin
$3.97M -$152K -2,250 -4%
SWP
924
Stratos Wealth Partners
Ohio
$3.95M -$869K -12,831 -18%
IA
925
Icon Advisers
Colorado
$3.94M +$590K +8,700 +18%
35 36
37
38 39