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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 %
SCM
1101
Sterneck Capital Management
Missouri
$2.17M +$127K +2,076 +6%
FMWA
1102
Forvis Mazars Wealth Advisors
Missouri
$2.15M -$232K -3,811 -10%
AUB
1103
Atlantic Union Bankshares
Virginia
$2.15M -$17.9K -293 -0.8%
SCM
1104
SOL Capital Management
Maryland
$2.13M -$10.2K -167 -0.5%
PWS
1105
Peloton Wealth Strategists
Indiana
$2.11M – – –
CC
1106
Courier Capital
New York
$2.11M +$13.8K +227 +0.7%
SCI
1107
S&CO Inc
Massachusetts
$2.1M -$12.2K -200 -0.6%
CL
1108
CSS LLC
Illinois
$2.1M – – –
EDRS
1109
Edmond de Rothschild (Suisse)
Switzerland
$2.09M +$380K +6,227 +22%
MC
1110
Middleton & Co
Massachusetts
$2.08M +$165K +2,700 +9%
PG
1111
Patten Group
Tennessee
$2.08M -$1.46K -24 -0.1%
AMM
1112
American Money Management
California
$2.07M -$353K -5,795 -15%
IAMOG
1113
Investors Asset Management of Georgia
Georgia
$2.07M -$1.52K -25 -0.1%
OCAM
1114
Onex Canada Asset Management
Ontario, Canada
$2.05M -$3.21M -70,556 -61%
IB
1115
Intrust Bank
Kansas
$2.04M +$8.78K +144 +0.4%
SFSIG
1116
San Francisco Sentry Investment Group
California
$2.04M -$8.41K -138 -0.4%
FAB
1117
First American Bank
Illinois
$2.02M +$20.6K +338 +1%
SGA
1118
Strategic Global Advisors
California
$2.01M +$915K +15,004 +83%
AC
1119
Addison Capital
Pennsylvania
$2.01M +$32.3K +530 +2%
HIC
1120
Harvey Investment Company
Kentucky
$1.99M – – –
Tudor Investment Corp
1121
Tudor Investment Corp
Connecticut
$1.98M +$1.18M +19,287 +146%
YMRC
1122
Yorktown Management & Research Company
Virginia
$1.98M +$1.71M +28,000 +622%
CAM
1123
Columbia Asset Management
Michigan
$1.97M +$97.9K +1,605 +5%
GD
1124
Grandfield & Dodd
New York
$1.97M +$111K +1,815 +6%
SIG
1125
Schooner Investment Group
Pennsylvania
$1.97M -$553K -9,000 -22%
43 44
45
46 47