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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 %
ECM
976
ETrade Capital Management
Virginia
$3.42M -$126K -1,862 -4%
BBHC
977
Brown Brothers Harriman & Co
New York
$3.39M -$393K -5,804 -10%
JC
978
JBF Capital
Colorado
$3.39M +$678K +10,000 +25%
NIS
979
National Investment Services
Wisconsin
$3.38M -$225K -3,323 -6%
PS
980
Pensionfund Sabic
Netherlands
$3.37M – – –
SACTSONJ
981
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.35M – – –
SCM
982
Stonebridge Capital Management
California
$3.35M -$220K -3,250 -6%
BFO
983
Boston Family Office
Massachusetts
$3.34M +$100K +1,482 +3%
VAM
984
Visionary Asset Management
Texas
$3.33M -$285K -4,200 -8%
ECM
985
EagleClaw Capital Management
Massachusetts
$3.33M +$56.8K +836 +2%
ST
986
Semper Trust
Pennsylvania
$3.31M -$155K -2,290 -4%
BFIM
987
Beese Fulmer Investment Management
Ohio
$3.31M +$10.4K +153 +0.3%
AGM
988
Alpine Global Management
New York
$3.31M +$1.39M +20,483 +72%
SAM
989
Sawgrass Asset Management
Florida
$3.3M +$96.6K +1,425 +3%
MFIMFI
990
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.3M +$462K +6,812 +16%
LNWWM
991
Laird Norton Wetherby Wealth Management
California
$3.27M +$173K +2,554 +6%
UBWV
992
United Bank (West Virginia)
West Virginia
$3.27M – – –
YIA
993
YHB Investment Advisors
Connecticut
$3.27M +$674K +9,950 +26%
KCM
994
Kornitzer Capital Management
Kansas
$3.26M -$11.5M -168,978 -78%
CA
995
Cetera Advisors
Colorado
$3.25M +$220K +3,232 +7%
NJBEST
996
New Jersey Better Educational Savings Trust
New Jersey
$3.25M -$271K -4,000 -8%
FM
997
Forward Management
California
$3.24M +$29.1K +432 +0.9%
CB
998
Community Bank
New York
$3.22M +$130K +1,920 +4%
BIC
999
Bridges Investment Counsel
Nebraska
$3.2M -$146K -2,150 -4%
TCOTO
1000
Trust Company of the Ozarks
Missouri
$3.2M +$16.9K +250 +0.5%
38 39
40
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