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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 %
SGH
1301
Schonfeld Group Holdings
New York
$1.18M +$1.18M +19,300 New
BAM
1302
Burgundy Asset Management
Ontario, Canada
$1.18M – – –
WA
1303
WealthTrust-Arizona
Arizona
$1.17M – – –
GIM
1304
Guardian Investment Management
California
$1.17M -$61.4K -1,000 -5%
SAMC
1305
Shinko Asset Management Company
Japan
$1.17M -$336K -5,509 -22%
PCM
1306
Princeton Capital Management
New Jersey
$1.17M +$3.97K +65 +0.3%
MBT
1307
Monroe Bank & Trust
Michigan
$1.16M +$1.52K +25 +0.1%
CM
1308
Castleark Management
Illinois
$1.15M -$5.49M -90,100 -83%
SC
1309
Savant Capital
Illinois
$1.14M +$67.1K +1,100 +6%
VWM
1310
Valley Wealth Managers
New Jersey
$1.14M -$39.6K -650 -3%
MHS
1311
M Holdings Securities
Oregon
$1.14M +$144K +2,358 +14%
PFSC
1312
Peoples Financial Services Corp
Pennsylvania
$1.14M -$33.5K -550 -3%
AB
1313
Atlas Brown
Kentucky
$1.13M +$25.5K +419 +2%
PAS
1314
Partnervest Advisory Services
California
$1.12M -$102K -1,668 -8%
NAM
1315
NTV Asset Management
West Virginia
$1.11M -$10.4K -171 -0.9%
LOAMS
1316
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.1M -$514K -8,391 -32%
SC
1317
Saturna Capital
Washington
$1.1M +$985K +16,143 +832%
GT
1318
Greenleaf Trust
Michigan
$1.1M -$154K -2,526 -12%
MMPW
1319
Mitchell McLeod Pugh & Williams
Alabama
$1.1M +$187K +3,071 +21%
WIM
1320
Waverton Investment Management
United Kingdom
$1.1M -$91.5K -1,500 -8%
SCM
1321
Sandler Capital Management
New York
$1.09M +$414K +6,800 +62%
NIM
1322
Northeast Investment Management
Massachusetts
$1.08M -$5.79K -95 -0.5%
MGIA
1323
Moneta Group Investment Advisors
Missouri
$1.08M -$305 -5 -0%
WPW
1324
Waldron Private Wealth
Pennsylvania
$1.08M +$393K +6,448 +58%
CPIG
1325
Chicago Partners Investment Group
Illinois
$1.06M +$32.6K +535 +3%
51 52
53
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