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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 %
SFM
1326
Signature Financial Management
Virginia
$1.2M +$719K +10,618 +149%
CHJWM
1327
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M -$12.5K -184 -1%
SC
1328
Savant Capital
Illinois
$1.19M +$18.7K +276 +2%
PFBT
1329
Parkside Financial Bank & Trust
Missouri
$1.19M -$13.1K -193 -1%
C
1330
CFO4Life
Texas
$1.19M +$8.81K +130 +0.7%
MCC
1331
Malaga Cove Capital
California
$1.18M – – –
WAM
1332
Weatherly Asset Management
California
$1.18M -$61.8K -912 -5%
NAM
1333
Needelman Asset Management
California
$1.17M -$36.6K -540 -3%
HCM
1334
Hall Capital Management
Rhode Island
$1.17M +$602K +8,885 +105%
ST
1335
Spinnaker Trust
Maine
$1.17M +$87.7K +1,295 +8%
Two Sigma Investments
1336
Two Sigma Investments
New York
$1.15M +$664K +9,800 +138%
CPIG
1337
Chicago Partners Investment Group
Illinois
$1.14M +$38.8K +573 +4%
OFS
1338
Orrstown Financial Services
Pennsylvania
$1.14M +$140K +2,061 +14%
SLG
1339
Stanley-Laman Group
Pennsylvania
$1.14M – – –
NL
1340
NWAM LLC
Washington
$1.13M +$256K +3,840 +29%
OC
1341
Oarsman Capital
Wisconsin
$1.13M +$72.5K +1,070 +7%
CAM
1342
Cacti Asset Management
Georgia
$1.13M – – –
TCM
1343
Telos Capital Management
California
$1.12M +$24.8K +366 +2%
LGC
1344
Laurel Grove Capital
California
$1.12M +$1.12M +16,550 New
OIM
1345
Orca Investment Management
Oregon
$1.12M +$2.78K +41 +0.2%
ASN
1346
Advisory Services Network
Georgia
$1.12M +$470K +6,906 +73%
SCA
1347
Sippican Capital Advisors
Massachusetts
$1.11M – – –
QCG
1348
Quadrant Capital Group
Ohio
$1.11M +$1.11M +16,437 New
MHS
1349
M Holdings Securities
Oregon
$1.11M -$13.4K -197 -1%
ANB
1350
Amarillo National Bank
Texas
$1.1M -$51.4K -759 -4%
52 53
54
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