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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 %
RIG
1376
Roosevelt Investment Group
New York
$984K -$18.3K -270 -2%
JDR
1377
Jay D. Rosenbaum
$978K – – –
PMFA
1378
Plante Moran Financial Advisors
Michigan
$969K +$47.8K +705 +5%
BC
1379
Banced Corp
Illinois
$967K +$31.6K +467 +3%
LP
1380
LMR Partners
United Kingdom
$967K +$967K +14,260 New
GJCM
1381
Grand Jean Capital Management
California
$960K +$534K +7,875 +125%
IR
1382
IAT Reinsurance
New York
$959K – – –
AWS
1383
Aris Wealth Services
Pennsylvania
$956K +$62.2K +918 +7%
NPIT
1384
National Penn Investors Trust
Pennsylvania
$954K -$157K -2,320 -14%
GC
1385
Grimes & Company
Massachusetts
$954K -$10.7K -158 -1%
SFSG
1386
Stearns Financial Services Group
North Carolina
$951K +$91K +1,344 +11%
NFG
1387
Next Financial Group
Texas
$948K +$11.1K +164 +1%
GAM
1388
Griffin Asset Management
New York
$934K +$68 +1 +0%
WA
1389
WFG Advisors
Texas
$934K +$91.8K +1,356 +11%
CCM
1390
Chilton Capital Management
Texas
$932K -$41.8K -617 -4%
AEPG
1391
American Economic Planning Group
New Jersey
$932K -$29.9K -441 -3%
WPC
1392
White Pine Capital
Minnesota
$928K -$163K -2,400 -15%
SJIM
1393
St. Johns Investment Management
Florida
$925K +$43.4K +640 +5%
CASB
1394
Cape Ann Savings Bank
Massachusetts
$916K -$5.69K -84 -0.6%
BEAM
1395
Baker Ellis Asset Management
Washington
$916K +$117K +1,729 +15%
IH
1396
IFC Holdings
Florida
$910K +$114K +1,662 +14%
GHAM
1397
Gilman Hill Asset Management
Connecticut
$908K -$10.5K -155 -1%
BFA
1398
Bragg Financial Advisors
North Carolina
$908K – – –
PFM
1399
Phillips Financial Management
Indiana
$907K -$7.97K -115 -0.9%
MSU
1400
Mizuho Securities USA
New York
$905K -$5.02M -74,082 -85%
54 55
56
57 58