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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 %
LCM
1151
Leisure Capital Management
California
$1.98M +$36.6K +541 +2%
CCA
1152
Checchi Capital Advisers
California
$1.98M +$77K +1,137 +4%
LIC
1153
Lodestar Investment Counsel
Illinois
$1.97M +$45.7K +675 +2%
CDH
1154
Charles D. Hyman
$1.97M +$77.9K +1,150 +4%
LBG
1155
Lloyds Banking Group
United Kingdom
$1.96M +$55K +812 +3%
HCA
1156
Harbour Capital Advisors
Virginia
$1.95M +$45.4K +670 +2%
CFG
1157
CKW Financial Group
Hawaii
$1.95M -$40.2K -593 -2%
PAMG
1158
Patton Albertson Miller Group
Tennessee
$1.95M -$34K -501 -2%
MFBTD
1159
MB Financial Bank - Trust Department
Illinois
$1.94M -$157K -2,311 -7%
NCM
1160
Neumann Capital Management
California
$1.93M – – –
BA
1161
Broadview Advisors
Wisconsin
$1.93M – – –
KAM
1162
Kokusai Asset Management
Japan
$1.93M -$122K -1,800 -6%
BJL
1163
Brighton Jones LLC
Washington
$1.93M +$35.1K +518 +2%
FBT
1164
First Bankers Trust
Kentucky
$1.93M – – –
FWM
1165
Frontier Wealth Management
Missouri
$1.92M +$988K +14,588 +106%
TWA
1166
TCI Wealth Advisors
Arizona
$1.92M +$56K +827 +3%
CSS
1167
Cubist Systematic Strategies
Connecticut
$1.92M -$3.53M -52,073 -65%
EDRS
1168
Edmond de Rothschild (Suisse)
Switzerland
$1.9M +$1.9M +28,071 New
FFC
1169
First Financial Corp
Indiana
$1.9M +$17.3K +255 +0.9%
AWM
1170
Altavista Wealth Management
North Carolina
$1.88M +$213K +3,145 +13%
FMB
1171
Field & Main Bank
Kentucky
$1.87M -$62.7K -925 -3%
OA
1172
Outfitter Advisors
Virginia
$1.87M -$23.7K -350 -1%
CWM
1173
Confluence Wealth Management
Oregon
$1.86M -$6.1K -90 -0.3%
MCM
1174
Monarch Capital Management
Indiana
$1.86M -$678 -10 -0%
OCG
1175
Opus Capital Group
Ohio
$1.86M -$103K -1,525 -5%
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