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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 %
IIM
1176
Ipswich Investment Management
Massachusetts
$1.67M +$107K +1,757 +7%
MCM
1177
Monarch Capital Management
Indiana
$1.67M – – –
GF
1178
Gerstein Fisher
New York
$1.67M -$171K -2,812 -9%
ICAS
1179
Investors Capital Advisory Services
Massachusetts
$1.66M +$101K +1,659 +6%
ARMT
1180
Amica Retiree Medical Trust
Rhode Island
$1.66M – – –
SFT
1181
Simmons First Trust
Arkansas
$1.65M +$103K +1,689 +7%
FFC
1182
First Financial Corp
Indiana
$1.65M -$64.1K -1,051 -4%
NPA
1183
Nichols & Pratt Advisers
Massachusetts
$1.64M – – –
IC
1184
Inverness Counsel
New York
$1.64M – – –
MFBTD
1185
MB Financial Bank - Trust Department
Illinois
$1.64M -$102K -1,679 -6%
MCM
1186
Maryland Capital Management
Maryland
$1.64M -$366 -6 -0%
BCM
1187
Boltwood Capital Management
California
$1.63M -$24.1K -395 -1%
H
1188
Hexavest
Quebec, Canada
$1.63M -$719K -11,795 -31%
PHS
1189
Pekin Hardy Strauss
Illinois
$1.63M -$216K -3,538 -12%
FA
1190
FCG Advisors
New Jersey
$1.63M +$118K +2,088 +8%
IIM
1191
Intact Investment Management
Quebec, Canada
$1.62M – – –
UR
1192
USCA RIA
Texas
$1.62M -$19.7K -323 -1%
TNBTD
1193
Trustmark National Bank Trust Department
Mississippi
$1.61M +$16.8K +275 +1%
BDF
1194
Balasa Dinverno & Foltz
$1.61M +$67.5K +1,107 +4%
ICOA
1195
Investment Centers of America
North Dakota
$1.61M +$229K +3,771 +17%
BCM
1196
Brown Capital Management
Maryland
$1.6M +$182K +2,986 +13%
Koshinski Asset Management
1197
Koshinski Asset Management
Illinois
$1.6M -$57.5K -849 -3%
AIM
1198
Allen Investment Management
New York
$1.6M +$106K +1,738 +7%
CFG
1199
CKW Financial Group
Hawaii
$1.59M -$163K -2,676 -9%
FHC
1200
First Heartland Consultants
Missouri
$1.59M +$2.87K +47 +0.2%
46 47
48
49 50