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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 %
CWP
1076
Capital Wealth Planning
Florida
$2.61M +$290K +4,280 +12%
H
1077
Hexavest
Quebec, Canada
$2.61M -$102M -1,505,021 -98%
SCM
1078
Stanley Capital Management
Texas
$2.61M – – –
DWT
1079
Dorsey & Whitney Trust
South Dakota
$2.58M +$105K +1,551 +4%
HBT
1080
Hills Bank & Trust
Iowa
$2.57M +$50.4K +743 +2%
BCM
1081
Birmingham Capital Management
Alabama
$2.56M -$152K -2,250 -6%
QCMNJ
1082
Quantum Capital Management (New Jersey)
New Jersey
$2.55M +$84.1K +1,241 +3%
LRPA
1083
L. Roy Papp & Associates
Arizona
$2.55M +$1.42K +21 +0.1%
W
1084
Wealthfront
California
$2.54M +$1.15M +16,983 +83%
MSU
1085
Maple Securities USA
New Jersey
$2.52M -$3.64M -53,776 -59%
BIM
1086
Beach Investment Management
Pennsylvania
$2.52M +$1.35M +19,860 +115%
CNFG
1087
Creegan & Nassoura Financial Group
New Hampshire
$2.5M -$17.5K -259 -0.7%
OCM
1088
One Capital Management
California
$2.49M +$72.1K +1,064 +3%
AGI
1089
Athena Global Investors
Virginia
$2.49M -$900K -13,280 -27%
LJAC
1090
L.J. Altfest & Co
New York
$2.47M +$31.6K +466 +1%
PL
1091
Perpetual Ltd
Australia
$2.47M -$108K -1,600 -4%
FFA
1092
Fragasso Financial Advisors
Pennsylvania
$2.47M -$28.1K -415 -1%
DBIA
1093
Dumont & Blake Investment Advisors
New Jersey
$2.47M +$13.6K +200 +0.6%
BRWA
1094
B. Riley Wealth Advisors
Florida
$2.44M +$15.5K +228 +0.6%
CCM
1095
CWH Capital Management
Washington
$2.44M -$105K -1,556 -4%
RBC
1096
Ronald Blue & Co
Georgia
$2.43M +$28.5K +420 +1%
SIMM
1097
Stillwater Investment Management (Minnesota)
Minnesota
$2.41M +$14.6K +216 +0.6%
AUB
1098
Atlantic Union Bankshares
Virginia
$2.41M -$31.7K -468 -1%
CBN
1099
Cadence Bank NA
Texas
$2.4M +$95K +1,401 +4%
RMDI
1100
R.M. Davis Inc
Maine
$2.39M -$129K -1,910 -5%
42 43
44
45 46