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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 %
WPP
951
Whalerock Point Partners
Rhode Island
$3.36M +$226K +3,700 +7%
COI
952
Connable Office Inc
Michigan
$3.36M -$306K -5,019 -8%
AA
953
Apriem Advisors
California
$3.34M +$3.11M +50,970 +1,352%
CIM
954
CIM Investment Management
Pennsylvania
$3.3M – – –
Nomura Holdings
955
Nomura Holdings
Japan
$3.3M -$42.9M -851,550 -93%
BG
956
Bollard Group
Massachusetts
$3.3M +$20.7K +340 +0.6%
TCOT
957
Trust Company of Toledo
Ohio
$3.28M -$19.3K -316 -0.6%
AL
958
Agran Libbie
California
$3.27M +$62.5K +1,026 +2%
LH
959
Lebenthal Holdings
New York
$3.26M -$872K -14,298 -21%
BFIM
960
Beese Fulmer Investment Management
Ohio
$3.24M +$257K +4,208 +9%
CWM
961
Catamount Wealth Management
Connecticut
$3.22M +$26.9K +441 +0.8%
CB
962
Community Bank
New York
$3.21M +$309K +5,065 +11%
FB
963
Fulton Bank
Pennsylvania
$3.19M -$78.7K -1,291 -2%
PAM
964
Peak Asset Management
Colorado
$3.19M -$74.6K -1,224 -2%
ECM
965
Element Capital Management
New York
$3.15M +$3.13M +51,366 +17,122%
LIM
966
Leavell Investment Management
Alabama
$3.13M +$43K +705 +1%
NMIFOAC
967
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.12M – – –
RC
968
RBF Capital
California
$3.11M – – –
LNWWM
969
Laird Norton Wetherby Wealth Management
California
$3.1M +$151K +2,471 +5%
PL
970
Parthenon LLC
Kentucky
$3.09M -$4.57K -75 -0.1%
FLPIM
971
F.L. Putnam Investment Management
Massachusetts
$3.09M -$90.7K -1,488 -3%
ECM
972
ETrade Capital Management
Virginia
$3.09M +$10.9K +178 +0.4%
EGA
973
E&G Advisors
Texas
$3.08M +$468K +7,675 +18%
LIC
974
Lodestar Investment Counsel
Illinois
$3.08M +$1.31M +21,471 +74%
CCM
975
Coldstream Capital Management
Washington
$3.08M -$158K -2,584 -5%
37 38
39
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