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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 %
CCM
1401
Chilton Capital Management
Texas
$839K – – –
SIC
1402
Salem Investment Counselors
North Carolina
$838K +$24.6K +3,350 +3%
WPC
1403
White Pine Capital
Minnesota
$835K – – –
FIM
1404
Freedom Investment Management
Connecticut
$828K +$548K +19,788 +195%
BFA
1405
Bragg Financial Advisors
North Carolina
$821K +$4.57K +75 +0.6%
GAM
1406
Gotham Asset Management
New York
$818K +$448K +7,351 +121%
GWM
1407
Greenwich Wealth Management
Connecticut
$816K -$1.11M -18,279 -58%
AA
1408
Alesco Advisors
New York
$814K – – –
BA
1409
Broadview Advisors
Wisconsin
$808K -$930K -15,250 -54%
LJHT
1410
Laurie J. Hall Trustee
$807K – – –
GIP
1411
Granite Investment Partners
California
$807K – – –
CASB
1412
Cape Ann Savings Bank
Massachusetts
$802K -$22.7K -372 -3%
NPIT
1413
National Penn Investors Trust
Pennsylvania
$800K -$58.3K -957 -7%
GHAM
1414
Gilman Hill Asset Management
Connecticut
$800K -$17.2K -282 -2%
BEC
1415
Blue Edge Capital
Virginia
$799K – – –
Citadel Advisors
1416
Citadel Advisors
Florida
$795K +$795K +13,032 New
GC
1417
Grimes & Company
Massachusetts
$792K -$65.5K -1,075 -8%
AIM
1418
Acropolis Investment Management
Missouri
$787K +$58.8K +965 +8%
BC
1419
Banced Corp
Illinois
$764K -$106K -1,744 -12%
MCWS
1420
McKinley Carter Wealth Services
West Virginia
$761K -$629K -10,309 -45%
BCM
1421
Beck Capital Management
Texas
$760K -$8.06K -130 -1%
FSA
1422
Franklin Street Advisors
North Carolina
$758K -$29.5K -484 -4%
NFC
1423
Northeast Financial Consultants
Connecticut
$758K +$731 +12 +0.1%
TCM
1424
Traynor Capital Management
Pennsylvania
$752K +$58.5K +961 +8%
KWMG
1425
King Wealth Management Group
Florida
$749K +$381K +6,247 +103%
55 56
57
58 59