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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 %
WCM
1251
Wunderlich Capital Managemnt
Tennessee
$1.53M +$19.4K +286 +1%
FBB
1252
Fulton Breakefield Broenniman
Maryland
$1.52M -$37.8K -558 -2%
CWG
1253
C WorldWide Group
Denmark
$1.52M +$1.52M +22,500 New
SA
1254
Strategic Advisors
New York
$1.52M +$913K +13,465 +150%
AAM
1255
Aureus Asset Management
Massachusetts
$1.52M +$104K +1,531 +7%
HH
1256
Hilltop Holdings
Texas
$1.52M +$721K +10,646 +90%
STB
1257
S&T Bank
Pennsylvania
$1.51M -$40.6K -600 -3%
SSWM
1258
Sheets Smith Wealth Management
North Carolina
$1.51M -$115K -1,700 -7%
PCA
1259
Personal Capital Advisors
California
$1.5M +$281K +4,065 +23%
PWMAG
1260
Pinnacle Wealth Management Advisory Group
New Jersey
$1.49M +$20.3K +300 +1%
SCG
1261
Sonata Capital Group
Washington
$1.48M +$44K +650 +3%
DWM
1262
Destination Wealth Management
California
$1.48M +$1.48M +21,812 New
TWI
1263
Thomas White International
Illinois
$1.48M -$13.8K -204 -0.9%
PCA
1264
Peddock Capital Advisors
Massachusetts
$1.47M +$54.7K +807 +4%
HDIM
1265
Hanson & Doremus Investment Management
Vermont
$1.47M -$67.2K -991 -4%
WEC
1266
Winslow Evans & Crocker
Massachusetts
$1.46M +$84.8K +1,252 +6%
SIG
1267
Schaller Investment Group
North Carolina
$1.46M – – –
IAS
1268
IMA Advisory Services
Colorado
$1.44M -$85.4K -1,260 -6%
LBC
1269
Lawrence B. Cohen
$1.43M +$8.47K +125 +0.6%
FCH
1270
Freestone Capital Holdings
Washington
$1.43M -$59.2K -873 -4%
NME
1271
Notis-McConarty Edward
$1.42M +$85.4K +1,260 +6%
KC
1272
Kingfisher Capital
North Carolina
$1.42M -$70.7K -1,044 -5%
FCCM
1273
First City Capital Management
Georgia
$1.41M -$96.9K -1,430 -6%
CCG
1274
Cypress Capital Group
Florida
$1.41M – – –
WSC
1275
Wellington Shields & Co
New York
$1.41M – – –
49 50
51
52 53