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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 %
VCAM
1226
Van Cleef Asset Management
Ohio
$1.47M +$346K +5,675 +31%
ST
1227
Smithfield Trust
Pennsylvania
$1.47M -$8.42K -138 -0.6%
MHIM
1228
MacNealy Hoover Investment Management
Ohio
$1.47M – – –
SFM
1229
Signet Financial Management
New Jersey
$1.47M -$7.13K -117 -0.5%
SAM
1230
Shamrock Asset Management
Texas
$1.45M -$92.7K -1,523 -6%
LWM
1231
LBA Wealth Management
Florida
$1.45M -$101K -1,658 -7%
CCT
1232
Country Club Trust
Missouri
$1.44M -$18.3K -300 -1%
RCG
1233
Ruane, Cunniff & Goldfarb
New York
$1.43M – – –
TC
1234
Taylor Cottrill
New Hampshire
$1.42M +$29K +475 +2%
LGC
1235
Laurel Grove Capital
California
$1.42M +$415K +6,800 +41%
SSWM
1236
Sheets Smith Wealth Management
North Carolina
$1.42M +$61K +1,000 +4%
WIC
1237
Wilkins Investment Counsel
Massachusetts
$1.42M +$3.05K +50 +0.2%
NVIM
1238
New Vernon Investment Management
Illinois
$1.42M – – –
BC
1239
Burney Company
Virginia
$1.41M -$93.6K -1,535 -6%
IAS
1240
INR Advisory Services
Pennsylvania
$1.41M – – –
GIM
1241
Goelzer Investment Management
Indiana
$1.41M +$1.95K +32 +0.1%
LBC
1242
Lawrence B. Cohen
$1.41M +$119K +1,952 +9%
DMK
1243
David M. Knott
$1.41M -$27.4K -450 -2%
LFA
1244
Landmark Financial Advisors
Kentucky
$1.41M +$122 +2 +0%
RSS
1245
Rosenblum Silverman Sutton
California
$1.39M -$80.5K -1,320 -5%
WEC
1246
Winslow Evans & Crocker
Massachusetts
$1.39M +$77.7K +1,274 +6%
FIM
1247
Frontier Investment Management
Texas
$1.39M -$11.3K -185 -0.8%
MIC
1248
MU Investments Company
Japan
$1.39M -$5.98K -100 -0.4%
ATC
1249
Adirondack Trust Company
New York
$1.39M -$18K -295 -1%
AAM
1250
Aureus Asset Management
Massachusetts
$1.38M +$15.8K +259 +1%
48 49
50
51 52