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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 %
MCM
1051
McMillion Capital Management
North Carolina
$2.55M -$141K -2,313 -5%
ANBTV
1052
American National Bank & Trust (Virginia)
Virginia
$2.55M +$143K +2,338 +6%
MCM
1053
Mengis Capital Management
Oregon
$2.55M -$18.2K -299 -0.7%
CA
1054
Cetera Advisors
Colorado
$2.54M -$370K -6,076 -13%
GJIC
1055
Gamble Jones Investment Counsel
California
$2.53M +$11K +181 +0.4%
GKFF
1056
George Kaiser Family Foundation
Oklahoma
$2.52M +$480K +7,873 +24%
ATC
1057
Argent Trust Co
Tennessee
$2.51M -$207K -3,402 -8%
KCM
1058
Kornitzer Capital Management
Kansas
$2.5M -$428K -7,023 -15%
W
1059
Wealthfront
California
$2.5M +$216K +3,537 +9%
GA
1060
GFS Advisors
Texas
$2.5M -$117K -1,913 -4%
AWP
1061
Ascent Wealth Partners
New York
$2.46M +$24.7K +406 +1%
WC
1062
Woodstock Corp
Massachusetts
$2.45M -$1.18M -19,395 -33%
BKA
1063
Brick & Kyle Associates
Pennsylvania
$2.45M +$62.5K +1,025 +3%
MFS
1064
Monetta Financial Services
Illinois
$2.44M – – –
CD
1065
Carl Domino
Florida
$2.43M -$97.8K -1,605 -4%
PPCM
1066
Pillar Pacific Capital Management
California
$2.43M -$24.9K -409 -1%
JIM
1067
Jupiter Investment Management
United Kingdom
$2.42M +$595K +9,758 +33%
OIA
1068
Optimum Investment Advisors
Illinois
$2.42M +$2.42M +39,738 New
RA
1069
Rational Advisors
New York
$2.42M – – –
GIA
1070
GHP Investment Advisors
Colorado
$2.41M -$65.3K -1,071 -3%
BSWMG
1071
Barrington Strategic Wealth Management Group
Illinois
$2.41M +$7.93K +130 +0.3%
TBNY
1072
Trustco Bank (New York)
New York
$2.4M -$6.1K -100 -0.3%
CA
1073
CapWealth Advisors
Tennessee
$2.4M -$421K -6,906 -15%
First Eagle Investment Management
1074
First Eagle Investment Management
New York
$2.39M -$151K -2,470 -6%
Parallax Volatility Advisers
1075
Parallax Volatility Advisers
California
$2.39M +$2.39M +39,140 New
41 42
43
44 45