JPM icon

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 %
ST
1326
Spinnaker Trust
Maine
$1.06M +$9.69K +159 +0.9%
NAM
1327
Needelman Asset Management
California
$1.06M – – –
GC
1328
Garde Capital
Washington
$1.06M -$187K -3,064 -15%
AI
1329
Axiom Investors
Connecticut
$1.06M +$1.06M +17,300 New
PIA
1330
Peachtree Investment Advisors
Georgia
$1.05M +$77.7K +1,275 +8%
MCC
1331
Malaga Cove Capital
California
$1.05M -$18.2K -299 -2%
WAM
1332
Weatherly Asset Management
California
$1.05M -$8.65K -142 -0.8%
TCM
1333
Telos Capital Management
California
$1.04M +$31.2K +512 +3%
SFM
1334
Signature Financial Management
Virginia
$1.04M -$41.8K -685 -4%
AIM
1335
Advantage Investment Management
Iowa
$1.04M -$121K -1,988 -10%
SLG
1336
Stanley-Laman Group
Pennsylvania
$1.03M – – –
PRC
1337
Platte River Capital
Colorado
$1.02M -$526K -8,633 -34%
MMG
1338
Monetary Management Group
Missouri
$1.01M -$76.2K -1,250 -7%
CAM
1339
Cacti Asset Management
Georgia
$1.01M – – –
SMM
1340
Stadion Money Management
Georgia
$1.01M +$353K +5,795 +54%
OFS
1341
Orrstown Financial Services
Pennsylvania
$1.01M -$21.1K -346 -2%
OIM
1342
Orca Investment Management
Oregon
$1.01M – – –
SCA
1343
Sippican Capital Advisors
Massachusetts
$1M – – –
NIMI
1344
Natixis Investment Managers International
France
$993K +$22.5K +369 +2%
CI
1345
Cambiar Investors
Colorado
$992K +$992K +16,278 New
HCM
1346
HM Capital Management
Missouri
$989K +$4.27K +70 +0.4%
FPIS
1347
Financial Planning & Information Services
Wisconsin
$983K – – –
AWM
1348
Avior Wealth Management
Nebraska
$982K +$940K +15,408 +2,233%
SBWM
1349
Sunflower Bank Wealth Management
Arizona
$978K – – –
BIM
1350
Beach Investment Management
Pennsylvania
$970K -$1.3M -21,270 -57%
52 53
54
55 56