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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 %
AFM
1151
Anson Funds Management
Texas
$1.83M – – –
RBC
1152
Ronald Blue & Co
Georgia
$1.82M -$368K -6,047 -17%
RC
1153
RegentAtlantic Capital
New Jersey
$1.81M -$4.64K -76 -0.3%
GCP
1154
GSA Capital Partners
United Kingdom
$1.8M +$198K +3,250 +12%
BJL
1155
Brighton Jones LLC
Washington
$1.8M +$62.5K +1,024 +4%
BI
1156
Boulegeris Investments
Georgia
$1.8M +$190K +3,120 +12%
CC
1157
Cipher Capital
New York
$1.79M +$1.79M +29,358 New
ED
1158
Exane Derivatives
France
$1.79M +$1.37M +22,440 +328%
HCA
1159
Harbour Capital Advisors
Virginia
$1.78M +$26.2K +430 +1%
LCM
1160
Leisure Capital Management
California
$1.78M -$4.57K -75 -0.3%
CDH
1161
Charles D. Hyman
$1.77M – – –
LBG
1162
Lloyds Banking Group
United Kingdom
$1.76M – – –
DIA
1163
Dean Investment Associates
Ohio
$1.76M -$4.95M -81,228 -74%
WPIC
1164
White Pine Investment Company
Michigan
$1.74M +$83.2K +1,365 +5%
NCM
1165
Neumann Capital Management
California
$1.74M – – –
LNC
1166
Lincoln National Corp
Pennsylvania
$1.73M -$71K -1,168 -4%
OA
1167
Outfitter Advisors
Virginia
$1.72M +$39.6K +650 +2%
AWM
1168
Altavista Wealth Management
North Carolina
$1.72M +$27.1K +445 +2%
ZB
1169
Zions Bancorporation
Utah
$1.71M -$1.02M -15,188 -37%
MIH
1170
Madison Investment Holdings
Wisconsin
$1.71M +$98.5K +1,615 +6%
NCM
1171
Novare Capital Management
North Carolina
$1.71M +$167K +2,735 +11%
CWM
1172
Confluence Wealth Management
Oregon
$1.7M +$29.9K +491 +2%
DAM
1173
Deltec Asset Management
New York
$1.7M +$724K +11,875 +74%
FBT
1174
First Bankers Trust
Kentucky
$1.7M -$32.9K -540 -2%
JWM
1175
Jackson Wealth Management
Florida
$1.69M -$112K -1,841 -6%
45 46
47
48 49