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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 %
BCM
926
Blume Capital Management
California
$3.93M -$27.1K -400 -0.7%
QOP
927
Quinn Opportunity Partners
Virginia
$3.93M – – –
ECM
928
Everence Capital Management
Indiana
$3.93M – – –
UFG
929
United Fire Group
Iowa
$3.91M – – –
CCMINC
930
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.9M +$145K +2,140 +4%
ICOM
931
Investment Counselors of Maryland
Maryland
$3.87M -$91.5K -1,350 -2%
AP
932
Archon Partners
New Jersey
$3.86M +$3.86M +57,000 New
VFS
933
VSR Financial Services
Kansas
$3.86M +$661K +9,761 +21%
LTI
934
Laffer Tengler Investments
Tennessee
$3.86M -$10.5M -155,041 -73%
KG
935
Killen Group
Pennsylvania
$3.86M +$268K +3,962 +7%
FMC
936
First Merchants Corp
Indiana
$3.85M -$20.3K -300 -0.5%
BCM
937
Brookstone Capital Management
Illinois
$3.85M +$661K +9,757 +21%
HFM
938
Hartford Financial Management
Connecticut
$3.85M -$9.21K -136 -0.2%
CRM
939
Cramer Rosenthal McGlynn
Connecticut
$3.84M -$285K -4,210 -7%
TC
940
Trust Company
Kansas
$3.83M +$432K +6,373 +13%
HW
941
Hedeker Wealth
Illinois
$3.79M -$27.1K -400 -0.7%
CIA
942
Capital Investment Advisors
Georgia
$3.78M +$91.5K +1,351 +2%
PCA
943
PL Capital Advisors
Florida
$3.76M – – –
RAM
944
Redmond Asset Management
Virginia
$3.76M +$10.4K +154 +0.3%
JWBC
945
J.W. Burns & Co
New York
$3.73M +$96.2K +1,420 +3%
LPT
946
Legacy Private Trust
Wisconsin
$3.72M +$1.49M +21,970 +67%
LW
947
Linscomb Wealth
Texas
$3.72M +$99.7K +1,472 +3%
CIM
948
CIM Investment Management
Pennsylvania
$3.67M +$25.9K +382 +0.7%
TCOT
949
Trust Company of Toledo
Ohio
$3.67M +$423K +6,245 +13%
CBU
950
CIBC Bank USA
Illinois
$3.66M -$96.9K -1,430 -3%
36 37
38
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