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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 %
GWM
1126
Greenwich Wealth Management
Connecticut
$2.15M -$2.3K -34 -0.1%
EHWM
1127
Eads & Heald Wealth Management
Georgia
$2.14M -$88.8K -1,310 -4%
MC
1128
Middleton & Co
Massachusetts
$2.13M +$20.3K +300 +1%
WOC
1129
West Oak Capital
California
$2.11M -$50.7K -748 -2%
LAIC
1130
Lederer & Associates Investment Counsel
California
$2.1M +$26.8K +395 +1%
HHGA
1131
Halbert Hargrove Global Advisors
California
$2.09M -$124K -1,832 -6%
TIA
1132
Tiemann Investment Advisors
California
$2.09M +$65.7K +970 +3%
HC
1133
HHG & Company
Connecticut
$2.09M -$10.6K -157 -0.5%
WIS
1134
Wright Investors Service
Connecticut
$2.09M +$28.5K +420 +1%
CAM
1135
Columbia Asset Management
Michigan
$2.08M +$102K +1,500 +5%
CCM
1136
Coe Capital Management
Illinois
$2.08M +$598K +8,822 +40%
GD
1137
Grandfield & Dodd
New York
$2.07M +$44.4K +655 +2%
Twin Tree Management
1138
Twin Tree Management
Texas
$2.07M +$1.62M +23,896 +363%
AC
1139
Amici Capital
New York
$2.05M – – –
LNC
1140
Lincoln National Corp
Pennsylvania
$2.05M +$495K +7,154 +32%
PHS
1141
Pekin Hardy Strauss
Illinois
$2.05M -$217K -3,198 -10%
GF
1142
Gerstein Fisher
New York
$2.05M +$212K +3,130 +12%
AH
1143
Allen Holding
New York
$2.03M – – –
AFM
1144
Anson Funds Management
Texas
$2.03M – – –
JIM
1145
Jupiter Investment Management
United Kingdom
$2.03M – – –
SWM
1146
Stockman Wealth Management
Montana
$2.03M +$38.7K +571 +2%
RC
1147
RegentAtlantic Capital
New Jersey
$2.02M -$40.1K -592 -2%
RWA
1148
River Wealth Advisors
Pennsylvania
$2M -$52K -767 -3%
JWM
1149
Jackson Wealth Management
Florida
$1.99M +$1.91M +28,498 +2,681%
FCM
1150
Frontier Capital Management
Massachusetts
$1.98M – – –
44 45
46
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