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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 %
SCP
1276
Sandhill Capital Partners
New York
$1.4M +$44.7K +659 +3%
BFC
1277
Blue Fin Capital
Rhode Island
$1.4M +$171K +2,527 +14%
GT
1278
Greenleaf Trust
Michigan
$1.4M +$50.1K +739 +4%
BOS
1279
Bank of Stockton
California
$1.39M +$67.8K +1,000 +5%
GC
1280
Garde Capital
Washington
$1.38M -$11.7K -172 -0.8%
IP
1281
Interval Partners
New York
$1.38M +$704K +10,384 +104%
SOAMC
1282
Spirit of America Management Corp
New York
$1.37M – – –
SIM
1283
SSI Investment Management
California
$1.37M -$148K -2,178 -10%
PAS
1284
Partnervest Advisory Services
California
$1.36M +$36.5K +538 +3%
LOT
1285
Lombard Odier Transatlantic
Quebec, Canada
$1.36M -$732K -10,800 -35%
WSTAM
1286
Wilbanks Smith & Thomas Asset Management
Virginia
$1.36M -$111K -1,632 -8%
GIM
1287
Guardian Investment Management
California
$1.36M +$1.36M +20,000 New
HSA
1288
HBK Sorce Advisory
Pennsylvania
$1.36M -$19.1K -282 -1%
OCM
1289
Otter Creek Management
Florida
$1.36M -$1.02M -15,000 -43%
NAMA
1290
Nikko Asset Management Americas
New York
$1.35M – – –
ACP
1291
Ashfield Capital Partners
California
$1.35M +$84.7K +1,250 +7%
DAC
1292
Dividend Assets Capital
South Carolina
$1.35M -$1.69K -25 -0.1%
NSAM
1293
North Star Asset Management
Wisconsin
$1.34M – – –
VAM
1294
Visium Asset Management
New York
$1.33M -$1.22M -18,072 -48%
BMC
1295
Benin Management Corp
Connecticut
$1.32M -$20.3K -300 -2%
PH
1296
Pinnacle Holdings
Oklahoma
$1.32M -$24.5K -361 -2%
EFSCE
1297
Enterprise Financial Services Corp (EFSC)
Missouri
$1.32M +$32.5K +479 +3%
BIM
1298
Baldwin Investment Management
Pennsylvania
$1.32M +$159K +2,350 +14%
WIM
1299
Waverton Investment Management
United Kingdom
$1.32M +$630K +9,300 +92%
WC
1300
Wexford Capital
Florida
$1.32M +$1.32M +19,427 New
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