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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 %
IMOV
1026
Investment Management of Virginia
Virginia
$2.99M -$479K -7,073 -14%
ANRIA
1027
American National Registered Investment Advisor
Texas
$2.99M – – –
AB
1028
AT Bancorp
Iowa
$2.99M -$3.89M -57,381 -57%
MCM
1029
McMillion Capital Management
North Carolina
$2.99M -$111K -1,635 -4%
PTB
1030
Pioneer Trust Bank
Oregon
$2.99M +$81K +1,195 +3%
RWA
1031
Ropes Wealth Advisors
Massachusetts
$2.98M -$190K -2,805 -6%
PAI
1032
Pittenger & Anderson Inc
Nebraska
$2.94M +$19.7K +290 +0.7%
BAM
1033
Baring Asset Management
United Kingdom
$2.92M – – –
FWCM
1034
First Western Capital Management
California
$2.91M +$152K +2,240 +5%
GA
1035
GFS Advisors
Texas
$2.91M +$213K +3,142 +8%
EGA
1036
E&G Advisors
Texas
$2.91M +$393K +5,800 +16%
Arrowstreet Capital
1037
Arrowstreet Capital
Massachusetts
$2.91M +$2.91M +42,900 New
TSWM
1038
Triangle Securities Wealth Management
North Carolina
$2.89M -$3.39K -50 -0.1%
TWM
1039
Torch Wealth Management
Ohio
$2.88M +$153K +2,252 +6%
MNBTD
1040
Moody National Bank Trust Division
Texas
$2.87M – – –
HPCM
1041
High Pointe Capital Management
Illinois
$2.87M +$196K +2,890 +7%
MCM
1042
Mengis Capital Management
Oregon
$2.85M +$149K +2,202 +6%
SPC
1043
Sigma Planning Corp
Michigan
$2.84M +$122K +1,802 +4%
DVM
1044
Dreman Value Management
Florida
$2.84M +$407 +6 +0%
CAM
1045
Congress Asset Management
Massachusetts
$2.84M +$92.9K +1,371 +3%
CS
1046
Cannell & Spears
New York
$2.83M – – –
First Eagle Investment Management
1047
First Eagle Investment Management
New York
$2.82M -$332K -4,900 -11%
CD
1048
Carl Domino
Florida
$2.81M +$766K +11,306 +38%
GIA
1049
Guyasuta Investment Advisors
Pennsylvania
$2.81M -$3.39K -50 -0.1%
GIA
1050
GHP Investment Advisors
Colorado
$2.8M +$409K +5,942 +17%
40 41
42
43 44