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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 %
FA
901
Fagan Associates
New York
$3.98M +$148K +2,429 +4%
IPC
902
Independent Portfolio Consultants
Florida
$3.97M +$214K +3,515 +6%
CHAM
903
Clear Harbor Asset Management
Connecticut
$3.9M +$287K +4,711 +8%
KCMRT
904
Kemper Corp Master Retirement Trust
Illinois
$3.9M – – –
SCA
905
Stieven Capital Advisors
Missouri
$3.9M +$30.5K +500 +0.8%
DPIM
906
Duff & Phelps Investment Management
Illinois
$3.89M -$199K -3,260 -5%
ANTB
907
AMG National Trust Bank
Colorado
$3.89M -$29.8K -488 -0.8%
DLCIG
908
D.L. Carlson Investment Group
New Hampshire
$3.88M +$2.44K +40 +0.1%
UF
909
Univest Financial
Pennsylvania
$3.88M +$18.1K +297 +0.5%
SGCA
910
Steel Grove Capital Advisors
Tennessee
$3.86M -$8.11K -133 -0.2%
AP
911
Advisor Partners
California
$3.85M +$308K +4,989 +9%
LA
912
LVW Advisors
New York
$3.85M +$46.9K +769 +1%
PGIM
913
Pacific Global Investment Management
California
$3.84M +$14.2K +233 +0.4%
TH
914
Timber Hill
Connecticut
$3.81M -$6.45M -105,868 -63%
BCP
915
Blue Chip Partners
Michigan
$3.81M +$227K +3,721 +6%
GCA
916
Greenwood Capital Associates
South Carolina
$3.8M -$151K -2,482 -4%
TF
917
Tompkins Financial
New York
$3.79M -$29.7K -488 -0.8%
CFA
918
Capstone Financial Advisors
Illinois
$3.78M -$610 -10 -0%
WSCM
919
Wellington Shields Capital Management
New York
$3.75M +$174K +2,851 +5%
WAM
920
Wolverine Asset Management
Illinois
$3.74M +$3.74M +61,408 New
JAM
921
Jolley Asset Management
North Carolina
$3.73M -$30.9K -507 -0.8%
ISB
922
Iowa State Bank
Iowa
$3.69M -$27.5K -451 -0.7%
OC
923
Oakworth Capital
Alabama
$3.67M +$855K +14,020 +30%
NPF
924
Norris Perne & French
Michigan
$3.67M +$28K +459 +0.8%
CFC
925
Cincinnati Financial Corp
Ohio
$3.66M – – –
35 36
37
38 39