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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 %
RAM
1001
Roanoke Asset Management
New Jersey
$3.2M +$81K +1,195 +3%
GS
1002
GAM Systematic
United Kingdom
$3.19M +$2.78M +41,058 +679%
MPIA
1003
Mountain Pacific Investment Advisers
Idaho
$3.18M -$13.6K -200 -0.4%
AIS
1004
AlphaOne Investment Services
Pennsylvania
$3.17M +$3.17M +46,800 New
OC
1005
Oakworth Capital
Alabama
$3.17M +$144K +2,096 +5%
HA
1006
Halsey Associates
Connecticut
$3.15M -$76K -1,122 -2%
PIM
1007
Penobscot Investment Management
Massachusetts
$3.14M +$256K +3,783 +9%
CA
1008
CapWealth Advisors
Tennessee
$3.14M -$138K -2,033 -4%
VST
1009
Van Strum & Towne
California
$3.13M -$17.6K -260 -0.6%
ST
1010
Somerset Trust
Pennsylvania
$3.12M -$2.03K -30 -0.1%
FMLI
1011
Fukoku Mutual Life Insurance
Japan
$3.11M -$67.8K -1,000 -2%
CNC
1012
Citizens & Northern Corp
Pennsylvania
$3.1M -$99.4K -1,467 -3%
RMSCM
1013
R.M. Sincerbeaux Capital Management
New York
$3.09M – – –
GWM
1014
Graybill Wealth Management
Illinois
$3.08M -$7.79K -115 -0.3%
EM
1015
Excalibur Management
Massachusetts
$3.07M +$23.6K +348 +0.8%
HP
1016
Hikari Power
Japan
$3.07M -$915K -13,500 -23%
NEPWA
1017
New England Private Wealth Advisors
Massachusetts
$3.07M -$114K -1,687 -4%
Alyeska Investment Group
1018
Alyeska Investment Group
Illinois
$3.06M +$3.06M +45,164 New
AIU
1019
Algebris Investments (UK)
United Kingdom
$3.06M -$5.25M -77,450 -63%
UM
1020
Ulysses Management
New York
$3.05M +$1.02M +15,000 +50%
JIC
1021
JRM Investment Counsel
Nebraska
$3.05M – – –
ITIM
1022
Indiana Trust & Investment Management
Indiana
$3.03M -$151K -2,230 -5%
CAL
1023
Capital Analysts LLC
Pennsylvania
$3.03M +$117K +1,722 +4%
ACM
1024
Argyle Capital Management
Pennsylvania
$3.03M -$22.4K -330 -0.7%
ATC
1025
Argent Trust Co
Tennessee
$3.02M +$109K +1,608 +4%
39 40
41
42 43