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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 %
JC
926
JBF Capital
Colorado
$3.66M +$610K +10,000 +20%
AF
927
Ally Financial
Michigan
$3.66M +$3.66M +60,000 New
BS
928
Bessemer Securities
New York
$3.61M +$518K +8,500 +17%
NCMW
929
Northern Capital Management (Wisconsin)
Wisconsin
$3.57M -$3.05K -50 -0.1%
RAM
930
Redmond Asset Management
Virginia
$3.55M +$169K +2,772 +5%
RWA
931
Ropes Wealth Advisors
Massachusetts
$3.55M +$870K +14,270 +32%
LPT
932
Legacy Private Trust
Wisconsin
$3.54M +$188K +3,090 +6%
ECM
933
Everence Capital Management
Indiana
$3.53M – – –
BCM
934
Blume Capital Management
California
$3.53M -$4.57K -75 -0.1%
UFG
935
United Fire Group
Iowa
$3.52M – – –
CCMINC
936
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.51M -$1.4K -23 -0%
ICOM
937
Investment Counselors of Maryland
Maryland
$3.48M -$3.05K -50 -0.1%
FMC
938
First Merchants Corp
Indiana
$3.47M – – –
LW
939
Linscomb Wealth
Texas
$3.47M +$117K +1,911 +3%
I
940
IberiaBank
Louisiana
$3.46M -$143K -2,345 -4%
HFM
941
Hartford Financial Management
Connecticut
$3.46M -$6.1K -100 -0.2%
CBU
942
CIBC Bank USA
Illinois
$3.45M +$152K +2,490 +5%
CRM
943
Cramer Rosenthal McGlynn
Connecticut
$3.44M -$16.5K -270 -0.5%
JWBC
944
J.W. Burns & Co
New York
$3.43M +$69K +1,131 +2%
CIA
945
Capital Investment Advisors
Georgia
$3.4M -$4.33K -71 -0.1%
PCA
946
PL Capital Advisors
Florida
$3.38M – – –
KG
947
Killen Group
Pennsylvania
$3.38M -$85.8K -1,407 -2%
HW
948
Hedeker Wealth
Illinois
$3.37M -$35.7K -585 -1%
ACP
949
Aviance Capital Partners
Florida
$3.36M -$10.5K -162 -0.3%
VFS
950
VSR Financial Services
Kansas
$3.36M -$115K -1,894 -3%
36 37
38
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