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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 %
EWM
1351
Evermay Wealth Management
Virginia
$955K +$30.1K +493 +3%
ANB
1352
Amarillo National Bank
Texas
$954K -$38.6K -633 -4%
DAM
1353
Delta Asset Management
Tennessee
$951K – – –
NL
1354
NWAM LLC
Washington
$950K -$59.4K -1,000 -6%
CFMC
1355
Curbstone Financial Management Corp
New Hampshire
$947K +$35.1K +575 +4%
CSMF
1356
Charles Stewart Mott Foundation
Michigan
$946K +$946K +15,510 New
MWP
1357
MYCIO Wealth Partners
Pennsylvania
$938K -$14.3K -234 -1%
LDB
1358
Lee, Danner & Bass
Tennessee
$937K +$8.35K +137 +0.9%
IP
1359
Investment Partners
Ohio
$935K -$23.4K -384 -2%
Manulife (Manufacturers Life Insurance)
1360
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$932K +$6.1K +100,051 +0.7%
TAM
1361
Trillium Asset Management
Massachusetts
$931K -$12.3K -201 -1%
KS
1362
Karpas Strategies
Connecticut
$931K +$1.04K +17 +0.1%
QCG
1363
Quadrant Capital Group
Ohio
$926K -$67.3K -1,113 -7%
ASN
1364
Advisory Services Network
Georgia
$921K -$78.4K -1,286 -8%
HMC
1365
Harvard Management Company
Massachusetts
$921K +$921K +15,100 New
C
1366
CFO4Life
Texas
$918K -$152K -2,488 -14%
MM
1367
Midas Management
New York
$915K -$268K -4,400 -23%
AAP
1368
Ardsley Advisory Partners
Connecticut
$915K +$915K +15,000 New
BP
1369
Ballentine Partners
Massachusetts
$910K -$75.3K -1,236 -8%
PFM
1370
Phillips Financial Management
Indiana
$910K +$97.8K +1,576 +12%
PMFA
1371
Plante Moran Financial Advisors
Michigan
$907K +$34.9K +572 +4%
Capstone Investment Advisors
1372
Capstone Investment Advisors
New York
$902K +$902K +14,809 New
WP
1373
WMS Partners
Maryland
$901K -$645K -10,583 -42%
AEPG
1374
American Economic Planning Group
New Jersey
$901K +$62K +1,017 +7%
GJCM
1375
Grand Jean Capital Management
California
$900K +$36K +590 +4%
53 54
55
56 57