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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 %
AA
1401
Alesco Advisors
New York
$905K – – –
GIP
1402
Granite Investment Partners
California
$897K +$122K +1,796 +16%
LJHT
1403
Laurie J. Hall Trustee
$896K +$70.4K +1,040 +9%
Tudor Investment Corp
1404
Tudor Investment Corp
Connecticut
$894K -$4.21M -62,196 -82%
FANJ
1405
Financial Architects (New Jersey)
New Jersey
$893K -$21.4K -328 -2%
BEC
1406
Blue Edge Capital
Virginia
$888K -$2.44K -36 -0.3%
SCM
1407
Southport Capital Management
Tennessee
$877K -$20.3K -300 -2%
WP
1408
WealthPLAN Partners
Nebraska
$875K +$439K +6,477 +101%
FSA
1409
Franklin Street Advisors
North Carolina
$874K +$1.69K +25 +0.2%
WC
1410
Whitnell & Co
Illinois
$858K -$28.5K -420 -3%
PWAP
1411
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$857K +$25.6K +378 +3%
UOC
1412
UBS O'Connor
Illinois
$847K -$437K -6,451 -34%
NFC
1413
Northeast Financial Consultants
Connecticut
$842K -$135K -1,988 -14%
BCM
1414
Beck Capital Management
Texas
$839K +$178K +2,626 +27%
HCM
1415
Howland Capital Management
Massachusetts
$832K -$28.8K -425 -3%
HB
1416
Homrich & Berg
Georgia
$827K +$12.7K +187 +2%
AIM
1417
Acropolis Investment Management
Missouri
$809K +$23K +340 +3%
TTWM
1418
TCV Trust & Wealth Management
Virginia
$804K -$1.69K -25 -0.2%
GIA
1419
Granite Investment Advisors
New Hampshire
$802K -$107K -1,575 -12%
KAM
1420
Keeley Asset Management
Illinois
$796K +$20.3K +300 +3%
MCM
1421
Mork Capital Management
California
$793K – – –
EMR
1422
Errol M. Rudman
$789K – – –
TMC
1423
Trellus Management Company
Florida
$786K – – –
MIS
1424
Morningstar Investment Services
Illinois
$785K -$128K -1,886 -14%
SGAM
1425
Steinberg Global Asset Management
Florida
$785K +$90.8K +1,340 +13%
55 56
57
58 59