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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 %
ICAS
1201
Investors Capital Advisory Services
Massachusetts
$1.73M +$82.4K +1,217 +5%
LWM
1202
LBA Wealth Management
Florida
$1.72M +$3.73K +55 +0.2%
PRCM
1203
Pine River Capital Management
Minnesota
$1.72M +$216K +3,186 +14%
WP
1204
WMS Partners
Maryland
$1.72M -$328K -4,843 -16%
PWW
1205
Pettyjohn Wood & White
Virginia
$1.72M -$62.7K -925 -4%
SFT
1206
Simmons First Trust
Arkansas
$1.72M -$16.4K -242 -0.9%
SAM
1207
Shamrock Asset Management
Texas
$1.72M -$290K -4,291 -14%
BDF
1208
Balasa Dinverno & Foltz
$1.72M +$76.9K +1,134 +5%
PRC
1209
Platte River Capital
Colorado
$1.71M -$177K -2,620 -9%
FAM
1210
Fortaleza Asset Management
Illinois
$1.71M +$1.71M +25,260 New
NCM
1211
Novare Capital Management
North Carolina
$1.71M -$75.1K -1,108 -4%
PAIA
1212
Park Avenue Institutional Advisers
New York
$1.7M +$1.7M +25,141 New
FCFC
1213
First Commonwealth Financial Corp
Pennsylvania
$1.69M -$29.8K -440 -2%
CIC
1214
Crawford Investment Counsel
Georgia
$1.68M -$220K -3,243 -12%
FA
1215
FMA Advisory
Pennsylvania
$1.68M +$1.68M +24,825 New
BC
1216
Burney Company
Virginia
$1.68M -$25K -369 -1%
JIC
1217
Joel Isaacson & Co
New York
$1.67M -$17.7K -261 -1%
SAMC
1218
Shinko Asset Management Company
Japan
$1.67M -$879K -12,981 -35%
MVA
1219
Mount Vernon Associates
Maryland
$1.67M – – –
CS
1220
Credential Securities
$1.66M +$301K +4,449 +22%
LCM
1221
Logan Capital Management
Pennsylvania
$1.66M +$74.8K +1,104 +5%
AIM
1222
Allen Investment Management
New York
$1.66M +$1.28M +18,837 +336%
Koshinski Asset Management
1223
Koshinski Asset Management
Illinois
$1.66M +$79K +1,166 +5%
ST
1224
Smithfield Trust
Pennsylvania
$1.64M -$12.9K -190 -0.8%
RSS
1225
Rosenblum Silverman Sutton
California
$1.64M +$1.64M +24,191 New
47 48
49
50 51