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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 %
ACM
1351
Argentus Capital Management
Texas
$1.1M -$15.7K -231 -1%
GLI
1352
Guardian Life Insurance
New York
$1.1M -$2.98K -44 -0.3%
BP
1353
Ballentine Partners
Massachusetts
$1.1M +$14.4K +213 +1%
FPIS
1354
Financial Planning & Information Services
Wisconsin
$1.09M -$9.15K -135 -0.8%
HCM
1355
HM Capital Management
Missouri
$1.09M -$1.28K -19 -0.1%
SBWM
1356
Sunflower Bank Wealth Management
Arizona
$1.09M -$20.3K -300 -2%
DAM
1357
Deltec Asset Management
New York
$1.08M – – –
PIA
1358
Peachtree Investment Advisors
Georgia
$1.08M +$207K +3,059 +24%
NIMI
1359
Natixis Investment Managers International
France
$1.08M -$66.5K -981 -6%
IP
1360
Investment Partners
Ohio
$1.07M +$6.64K +98 +0.6%
MWP
1361
MYCIO Wealth Partners
Pennsylvania
$1.06M -$2.64K -39 -0.2%
DAM
1362
Delta Asset Management
Tennessee
$1.06M +$15.6K +230 +1%
TAM
1363
Trillium Asset Management
Massachusetts
$1.05M -$337K -4,978 -24%
AIM
1364
Aspen Investment Management
Michigan
$1.03M -$10.2K -150 -1%
KS
1365
Karpas Strategies
Connecticut
$1.03M +$1.08K +16 +0.1%
LDB
1366
Lee, Danner & Bass
Tennessee
$1.03M +$5.89K +87 +0.6%
Manulife (Manufacturers Life Insurance)
1367
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M -$175K -2,576,261 -15%
EWM
1368
Evermay Wealth Management
Virginia
$1.03M -$18K -265 -2%
CFMC
1369
Curbstone Financial Management Corp
New Hampshire
$1.01M -$34.2K -505 -3%
MMPW
1370
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$43.4K +640 +4%
EHC
1371
Everett Harris & Co
California
$998K +$39.2K +578 +4%
CCM
1372
CrestPoint Capital Management
Missouri
$996K +$13.6K +200 +1%
GIM
1373
Greylin Investment Management
Virginia
$996K +$63K +930 +7%
MCM
1374
Manchester Capital Management
Vermont
$993K -$18.3K -270 -2%
FC
1375
Forte Capital
New York
$985K -$32K -472 -3%
53 54
55
56 57