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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 %
FUBT
1376
First United Bank & Trust
Maryland
$900K +$226K +3,700 +33%
Jacobs Levy Equity Management
1377
Jacobs Levy Equity Management
New Jersey
$898K -$229K -3,750 -20%
EHC
1378
Everett Harris & Co
California
$898K – – –
RIG
1379
Roosevelt Investment Group
New York
$898K +$12.4K +203 +1%
PAM
1380
PT Asset Management
Illinois
$897K +$897K +14,706 New
AIM
1381
Aspen Investment Management
Michigan
$895K -$34.8K -570 -4%
MCM
1382
Manchester Capital Management
Vermont
$894K – – –
MIS
1383
Morningstar Investment Services
Illinois
$893K +$187K +3,066 +26%
FC
1384
Forte Capital
New York
$892K +$6.1K +100 +0.7%
HHGA
1385
Halbert Hargrove Global Advisors
California
$887K -$997K -16,346 -53%
LC
1386
Loews Corp
New York
$886K -$13.7M -225,000 -94%
CCM
1387
CrestPoint Capital Management
Missouri
$884K -$12.2K -200 -1%
SFSG
1388
Stearns Financial Services Group
North Carolina
$883K +$27.4K +449 +3%
SCM
1389
Southport Capital Management
Tennessee
$883K +$93.6K +1,535 +12%
NFG
1390
Next Financial Group
Texas
$880K +$27.7K +454 +3%
SJIM
1391
St. Johns Investment Management
Florida
$880K +$47.6K +781 +6%
BEAM
1392
Baker Ellis Asset Management
Washington
$880K +$55.8K +915 +7%
JDR
1393
Jay D. Rosenbaum
$879K – – –
GIM
1394
Greylin Investment Management
Virginia
$878K -$18.3K -300 -2%
GAM
1395
Griffin Asset Management
New York
$872K +$31.7K +520 +4%
PWAP
1396
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$872K +$101K +1,651 +13%
IR
1397
IAT Reinsurance
New York
$863K – – –
MIAN
1398
Mariner Independent Advisor Network
Kansas
$862K +$244K +3,994 +39%
WA
1399
WFG Advisors
Texas
$861K +$20.1K +330 +2%
FANJ
1400
Financial Architects (New Jersey)
New Jersey
$849K +$14.9K +245 +2%
54 55
56
57 58