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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 %
WPIC
1176
White Pine Investment Company
Michigan
$1.84M – – –
BCM
1177
Boltwood Capital Management
California
$1.84M -$43.2K -637 -2%
BA
1178
Birinyi Associates
Connecticut
$1.84M -$56.5K -834 -3%
ARMT
1179
Amica Retiree Medical Trust
Rhode Island
$1.84M – – –
LG
1180
LaFleur & Godfrey
Michigan
$1.83M +$1.4M +20,613 +321%
NPA
1181
Nichols & Pratt Advisers
Massachusetts
$1.83M – – –
IC
1182
Inverness Counsel
New York
$1.83M +$11.9K +176 +0.7%
UR
1183
USCA RIA
Texas
$1.82M -$233K -3,442 -11%
PC
1184
Palo Capital
California
$1.82M -$145K -2,135 -7%
MCM
1185
Maryland Capital Management
Maryland
$1.82M -$5.69K -84 -0.3%
FA
1186
FCG Advisors
New Jersey
$1.81M -$356K -5,261 -16%
WAS
1187
Winch Advisory Services
Wisconsin
$1.81M +$1.76M +25,960 +3,688%
SIC
1188
Shoker Investment Counsel
Ohio
$1.81M -$87.8K -1,296 -5%
IIM
1189
Intact Investment Management
Quebec, Canada
$1.8M -$305K -4,500 -14%
MIH
1190
Madison Investment Holdings
Wisconsin
$1.79M -$29.8K -440 -2%
LOAMS
1191
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.79M -$99.8K -1,473 -5%
BI
1192
Boulegeris Investments
Georgia
$1.79M +$831K +12,265 +87%
GCP
1193
GSA Capital Partners
United Kingdom
$1.78M +$1.12M +16,508 +168%
LMAM
1194
Legg Mason Asset Management
Japan
$1.78M -$142K -2,100 -7%
TNBTD
1195
Trustmark National Bank Trust Department
Mississippi
$1.77M +$166K +2,445 +10%
AMIM
1196
Aull & Monroe Investment Management
Alabama
$1.77M -$102K -1,497 -5%
GIM
1197
Groesbeck Investment Management
New Jersey
$1.77M +$1.77M +26,097 New
RCAG
1198
Rehmann Capital Advisory Group
Michigan
$1.74M +$57.7K +851 +3%
IIM
1199
Ipswich Investment Management
Massachusetts
$1.74M +$42.3K +625 +2%
MC
1200
Miles Capital
Iowa
$1.74M -$19.5K -288 -1%
46 47
48
49 50