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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 %
SFM
1226
Signet Financial Management
New Jersey
$1.64M +$206K +3,046 +14%
MHIM
1227
MacNealy Hoover Investment Management
Ohio
$1.64M -$13.6K -200 -0.8%
CCT
1228
Country Club Trust
Missouri
$1.62M +$933K +13,762 +136%
RCG
1229
Ruane, Cunniff & Goldfarb
New York
$1.59M – – –
DMK
1230
David M. Knott
$1.59M – – –
GP
1231
Girard Partners
Pennsylvania
$1.58M +$58.9K +869 +4%
NVIM
1232
New Vernon Investment Management
Illinois
$1.57M -$202K -2,986 -11%
BCM
1233
Brown Capital Management
Maryland
$1.57M +$30.4K +449 +2%
WIC
1234
Wilkins Investment Counsel
Massachusetts
$1.57M -$60.2K -889 -4%
MBTD
1235
Mechanics Bank - Trust Department
California
$1.57M -$17.3K -255 -1%
HCM
1236
Hollencrest Capital Management
California
$1.57M +$291K +4,288 +23%
IAS
1237
INR Advisory Services
Pennsylvania
$1.57M – – –
MIC
1238
MU Investments Company
Japan
$1.57M -$47K -700 -3%
GIM
1239
Goelzer Investment Management
Indiana
$1.56M -$6.77K -100 -0.4%
LFA
1240
Landmark Financial Advisors
Kentucky
$1.56M -$67.7K -999 -4%
WC
1241
Whitney & Co
New York
$1.56M +$4.41K +65 +0.3%
ATC
1242
Adirondack Trust Company
New York
$1.56M +$13.2K +195 +0.9%
TC
1243
Taylor Cottrill
New Hampshire
$1.55M -$118K -1,735 -7%
FIM
1244
Frontier Investment Management
Texas
$1.55M -$63.2K -937 -4%
MCWS
1245
McKinley Carter Wealth Services
West Virginia
$1.54M +$678K +10,003 +78%
ICOA
1246
Investment Centers of America
North Dakota
$1.54M -$265K -3,901 -15%
WS
1247
Wedbush Securities
California
$1.54M -$227K -3,357 -13%
CPA
1248
Court Place Advisors
Maryland
$1.54M – – –
KA
1249
Klingman & Associates
New York
$1.53M +$8.54K +126 +0.6%
SM
1250
Salzhauer Michael
$1.53M – – –
48 49
50
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