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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 %
MM
1301
Midas Management
New York
$1.32M – – –
VWM
1302
Valley Wealth Managers
New Jersey
$1.31M -$119K -1,750 -8%
CHC
1303
City Holding Co
West Virginia
$1.31M +$16.9K +250 +1%
BAM
1304
Burgundy Asset Management
Ontario, Canada
$1.31M +$1.31M +19,281 New
HC
1305
Hendley & Co
Ohio
$1.3M -$11.9K -175 -0.9%
WA
1306
WealthTrust-Arizona
Arizona
$1.3M -$2.57K -38 -0.2%
PFSC
1307
Peoples Financial Services Corp
Pennsylvania
$1.3M -$38.8K -572 -3%
PCM
1308
Princeton Capital Management
New Jersey
$1.29M +$5.42K +80 +0.4%
CCM
1309
Condor Capital Management
New Jersey
$1.29M +$45.3K +669 +4%
AIM
1310
Advantage Investment Management
Iowa
$1.29M -$28.7K -423 -2%
MBT
1311
Monroe Bank & Trust
Michigan
$1.29M -$19.8K -292 -2%
RA
1312
RFG Advisory
Alabama
$1.26M +$1.26M +18,633 New
EDRE
1313
Edmond de Rothschild (Europe)
Luxembourg
$1.26M +$1.26M +18,581 New
CCMT
1314
CMT Capital Markets Trading
Germany
$1.26M +$1.26M +18,518 New
Jacobs Levy Equity Management
1315
Jacobs Levy Equity Management
New Jersey
$1.25M +$227K +3,350 +22%
CL
1316
CPWM LLC
Washington
$1.25M +$529K +7,811 +73%
VCAM
1317
Van Cleef Asset Management
Ohio
$1.25M -$98.2K -1,450 -7%
NAM
1318
NTV Asset Management
West Virginia
$1.25M +$203 +3 +0%
AB
1319
Atlas Brown
Kentucky
$1.25M +$118K +1,707 +10%
NDSI
1320
Newman Dignan & Sheerar Inc
Rhode Island
$1.24M +$35.4K +523 +3%
PVWM
1321
Point View Wealth Management
New Jersey
$1.23M +$32.1K +473 +3%
SGA
1322
Strategic Global Advisors
California
$1.22M +$133K +1,960 +12%
MMG
1323
Monetary Management Group
Missouri
$1.21M +$37.3K +550 +3%
NIM
1324
Northeast Investment Management
Massachusetts
$1.21M -$12K -177 -1%
MGIA
1325
Moneta Group Investment Advisors
Missouri
$1.2M -$763K -11,256 -39%
51 52
53
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