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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 %
FCH
1026
Freestone Capital Holdings
Washington
$2.7M +$1.42M +23,271 +111%
ANRIA
1027
American National Registered Investment Advisor
Texas
$2.69M – – –
BC
1028
Brinker Capital
Pennsylvania
$2.69M -$17.7M -289,621 -87%
DVM
1029
Dreman Value Management
Florida
$2.68M +$125K +2,057 +5%
BA
1030
Birinyi Associates
Connecticut
$2.68M +$1.02M +16,790 +62%
BBHC
1031
Brown Brothers Harriman & Co
New York
$2.68M -$375K -6,142 -12%
JIC
1032
JRM Investment Counsel
Nebraska
$2.67M -$67.1K -1,100 -2%
NEPWA
1033
New England Private Wealth Advisors
Massachusetts
$2.67M -$89.8K -1,473 -3%
ITIM
1034
Indiana Trust & Investment Management
Indiana
$2.67M -$62.3K -1,022 -2%
BPC
1035
Banque Pictet & Cie
Switzerland
$2.66M +$530K +8,701 +25%
IMOV
1036
Investment Management of Virginia
Virginia
$2.66M -$31.8K -521 -1%
PSI
1037
Pinnacle Summer Investments
Virginia
$2.64M +$130K +2,113 +5%
CT
1038
Cambridge Trust
Massachusetts
$2.63M +$139K +2,278 +6%
PAI
1039
Pittenger & Anderson Inc
Nebraska
$2.63M -$19.2K -315 -0.7%
SPC
1040
Sigma Planning Corp
Michigan
$2.62M +$61.2K +1,004 +2%
HPCM
1041
High Pointe Capital Management
Illinois
$2.61M +$34.8K +570 +1%
HCA
1042
Horan Capital Advisors
Ohio
$2.61M +$105K +1,725 +4%
TSWM
1043
Triangle Securities Wealth Management
North Carolina
$2.6M -$732 -12 -0%
CS
1044
Cannell & Spears
New York
$2.6M +$51.1K +839 +2%
MNBTD
1045
Moody National Bank Trust Division
Texas
$2.59M -$610 -10 -0%
BW
1046
Bison Wealth
Georgia
$2.58M +$202K +3,336 +8%
GIA
1047
Guyasuta Investment Advisors
Pennsylvania
$2.58M +$48.8K +800 +2%
HBT
1048
Hills Bank & Trust
Iowa
$2.57M +$264K +4,336 +11%
NPC
1049
National Planning Corporation
California
$2.57M -$22.1K -336 -0.9%
TWM
1050
Torch Wealth Management
Ohio
$2.56M -$30.4K -499 -1%
40 41
42
43 44