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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 %
TWA
1126
TCI Wealth Advisors
Arizona
$1.96M +$236K +3,870 +14%
WCA
1127
Westover Capital Advisors
Delaware
$1.96M -$2.68K -44 -0.1%
CAM
1128
Chesapeake Asset Management
New York
$1.96M – – –
PC
1129
Palo Capital
California
$1.95M +$315K +5,175 +19%
VFA
1130
Voya Financial Advisors
Connecticut
$1.94M -$106K -1,779 -5%
SI
1131
SII Investments
Wisconsin
$1.94M -$43.1K -707 -2%
RWA
1132
River Wealth Advisors
Pennsylvania
$1.94M +$139K +2,286 +8%
QI
1133
QV Investors
Alberta, Canada
$1.93M – – –
CSS
1134
Cubist Systematic Strategies
Connecticut
$1.92M +$198K +3,253 +11%
SFU
1135
Stonehage Fleming (UK)
United Kingdom
$1.92M -$13.2K -216 -0.7%
WOC
1136
West Oak Capital
California
$1.92M +$19.8K +325 +1%
CCA
1137
Checchi Capital Advisers
California
$1.92M +$138K +2,259 +8%
GCM
1138
Gator Capital Management
Florida
$1.91M +$1.91M +31,360 New
CCM
1139
Coe Capital Management
Illinois
$1.91M +$40.2K +660 +2%
WIS
1140
Wright Investors Service
Connecticut
$1.91M +$25.1K +411 +1%
TIA
1141
Tiemann Investment Advisors
California
$1.9M +$15.5K +255 +0.8%
MBTD
1142
Mechanics Bank - Trust Department
California
$1.89M +$480K +7,875 +34%
LAIC
1143
Lederer & Associates Investment Counsel
California
$1.89M -$1.52K -25 -0.1%
EHWM
1144
Eads & Heald Wealth Management
Georgia
$1.89M -$41.2K -675 -2%
PL
1145
Perpetual Ltd
Australia
$1.86M -$360K -5,900 -16%
SWM
1146
Stockman Wealth Management
Montana
$1.86M +$41.8K +686 +2%
HC
1147
HHG & Company
Connecticut
$1.86M -$24.7K -405 -1%
AC
1148
Amici Capital
New York
$1.85M – – –
ID
1149
Integral Derivatives
New York
$1.83M +$1.83M +30,047 New
AH
1150
Allen Holding
New York
$1.83M – – –
44 45
46
47 48