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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 %
GJIC
1051
Gamble Jones Investment Counsel
California
$2.8M +$474K +6,998 +20%
SIG
1052
Schooner Investment Group
Pennsylvania
$2.79M -$1.63M -24,000 -37%
BAS
1053
Brown Advisory Securities
Maryland
$2.78M +$186K +2,742 +7%
HCA
1054
Horan Capital Advisors
Ohio
$2.78M +$83.7K +1,235 +3%
PPSG
1055
Princeton Portfolio Strategies Group
New Jersey
$2.77M +$385K +5,687 +16%
PSI
1056
Pinnacle Summer Investments
Virginia
$2.77M -$277K -4,088 -9%
CT
1057
Cambridge Trust
Massachusetts
$2.77M +$66.3K +979 +2%
ZB
1058
Zions Bancorporation
Utah
$2.76M +$506K +7,466 +22%
GVT
1059
Genesee Valley Trust
New York
$2.73M -$42.3K -625 -2%
BCA
1060
Bray Capital Advisors
Florida
$2.73M -$73.7K -1,087 -3%
PPCM
1061
Pillar Pacific Capital Management
California
$2.72M -$597K -8,813 -18%
MFS
1062
Monetta Financial Services
Illinois
$2.71M – – –
AWP
1063
Ascent Wealth Partners
New York
$2.7M +$18.3K +270 +0.7%
AMM
1064
American Money Management
California
$2.7M -$31.8K -470 -1%
RA
1065
Rational Advisors
New York
$2.69M -$1.58M -23,250 -37%
KJHP
1066
K.J. Harrison & Partners
Ontario, Canada
$2.69M +$88.1K +1,300 +3%
NPC
1067
National Planning Corporation
California
$2.68M +$67.4K +988 +3%
DSC
1068
Duncker Streett & Co
Missouri
$2.68M -$87.4K -1,289 -3%
TBNY
1069
Trustco Bank (New York)
New York
$2.68M -$48.3K -712 -2%
ANBTV
1070
American National Bank & Trust (Virginia)
Virginia
$2.67M +$148K +2,184 +6%
BSWMG
1071
Barrington Strategic Wealth Management Group
Illinois
$2.66M +$426K +6,290 +19%
BKA
1072
Brick & Kyle Associates
Pennsylvania
$2.65M +$7.79K +115 +0.3%
WIC
1073
Woodmont Investment Counsel
Tennessee
$2.65M -$51.8K -765 -2%
BW
1074
Bison Wealth
Georgia
$2.65M +$117K +1,733 +5%
FMWA
1075
Forvis Mazars Wealth Advisors
Missouri
$2.64M -$28.4K -419 -1%
41 42
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