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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 %
BG
951
Bollard Group
Massachusetts
$3.64M +$22.6K +333 +0.6%
FB
952
Fulton Bank
Pennsylvania
$3.64M -$102K -1,510 -3%
PAM
953
Peak Asset Management
Colorado
$3.63M +$44.2K +652 +1%
CCM
954
Coldstream Capital Management
Washington
$3.6M +$636K +9,390 +22%
SCM
955
Schnieders Capital Management
California
$3.59M +$1.11M +16,360 +45%
AP
956
Advisor Partners
California
$3.59M +$436K +6,988 +14%
BHB
957
Bank Hapoalim BM
Israel
$3.57M +$1.12M +16,560 +46%
JFGIW
958
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.56M +$655K +9,659 +23%
AL
959
Agran Libbie
California
$3.56M -$36.1K -533 -1%
IWM
960
Integrated Wealth Management
California
$3.56M -$77K -1,136 -2%
CWM
961
Catamount Wealth Management
Connecticut
$3.55M +$2.02M +29,760 +132%
WCM
962
Washington Capital Management
Washington
$3.55M +$65.7K +970 +2%
HT
963
HAP Trading
New York
$3.54M +$2.4M +35,376 +210%
FLPIM
964
F.L. Putnam Investment Management
Massachusetts
$3.54M -$240K -3,544 -6%
AT
965
Argent Trust
Texas
$3.53M -$104K -1,532 -3%
ACP
966
Aviance Capital Partners
Florida
$3.52M +$421K +6,207 +14%
BWP
967
Baldwin Wealth Partners
Massachusetts
$3.52M +$1.08M +15,893 +44%
WPP
968
Whalerock Point Partners
Rhode Island
$3.48M +$728K +10,750 +26%
NMIFOAC
969
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.46M – – –
RC
970
RBF Capital
California
$3.46M – – –
MIM
971
Midwest Investment Management
Ohio
$3.44M -$45.1K -665 -1%
PL
972
Parthenon LLC
Kentucky
$3.44M +$78.7K +1,162 +2%
BS
973
Bessemer Securities
New York
$3.44M – – –
LIM
974
Leavell Investment Management
Alabama
$3.43M – – –
TIC
975
Trees Investment Counsel
Illinois
$3.43M -$152K -2,242 -4%
37 38
39
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