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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 %
CAL
1001
Capital Analysts LLC
Pennsylvania
$2.85M +$119K +1,953 +4%
FWCM
1002
First Western Capital Management
California
$2.85M +$223K +3,662 +9%
SCM
1003
Schnieders Capital Management
California
$2.84M -$394K -6,461 -12%
HA
1004
Halsey Associates
Connecticut
$2.83M – – –
ST
1005
Somerset Trust
Pennsylvania
$2.83M +$23.5K +386 +0.8%
CNC
1006
Citizens & Northern Corp
Pennsylvania
$2.83M +$40.8K +669 +1%
MMCM
1007
Marque Millennium Capital Management
New York
$2.83M -$1.05M -17,300 -27%
VST
1008
Van Strum & Towne
California
$2.82M +$6.65K +109 +0.2%
LP
1009
LMR Partners
United Kingdom
$2.82M +$1.95M +32,006 +224%
MFIMFI
1010
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.82M -$147K -2,403 -5%
GWM
1011
Graybill Wealth Management
Illinois
$2.79M +$22.9K +375 +0.8%
RC
1012
Roundview Capital
New Jersey
$2.79M +$856K +14,035 +44%
BHB
1013
Bank Hapoalim BM
Israel
$2.79M +$499K +11,506 +22%
CPC
1014
Cookson Peirce & Co
Pennsylvania
$2.78M +$2.78M +45,590 New
TCOTO
1015
Trust Company of the Ozarks
Missouri
$2.78M -$98.4K -1,614 -3%
TCA
1016
Teewinot Capital Advisers
New York
$2.77M -$1.23M -20,200 -31%
CAM
1017
Congress Asset Management
Massachusetts
$2.76M +$211K +3,454 +8%
PPSG
1018
Princeton Portfolio Strategies Group
New Jersey
$2.76M +$262K +4,302 +11%
BAS
1019
Brown Advisory Securities
Maryland
$2.75M +$248K +4,062 +10%
PTB
1020
Pioneer Trust Bank
Oregon
$2.75M +$61K +1,000 +2%
OC
1021
Oarsman Capital
Wisconsin
$2.74M +$1.73M +28,342 +170%
AB
1022
AT Bancorp
Iowa
$2.74M +$45.3K +743 +2%
ACM
1023
Argyle Capital Management
Pennsylvania
$2.71M -$18.3K -300 -0.7%
RMSCM
1024
R.M. Sincerbeaux Capital Management
New York
$2.71M -$73.2K -1,200 -3%
BRWA
1025
B. Riley Wealth Advisors
Florida
$2.7M +$510K +8,359 +23%
39 40
41
42 43