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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 %
RCA
1426
Rex Capital Advisors
Rhode Island
$782K +$59.7K +881 +8%
MHI
1427
Miller Howard Investments
New York
$781K – – –
RP
1428
Riverbridge Partners
Minnesota
$778K +$778K +11,475 New
IAM
1429
ICM Asset Management
Washington
$775K -$21.3K -315 -3%
TCM
1430
Traynor Capital Management
Pennsylvania
$771K +$332K +4,904 +76%
WFMPM
1431
Woodley Farra Manion Portfolio Management
Indiana
$769K +$2.3K +34 +0.3%
BB
1432
Bell Bank
North Dakota
$754K +$20.2K +298 +3%
ICM
1433
IMS Capital Management
Oregon
$753K +$753K +11,115 New
CC
1434
Cannell & Co
New York
$752K +$185K +2,725 +33%
FUBT
1435
First United Bank & Trust
Maryland
$750K -$5.09K -75 -0.7%
SFA
1436
Sequoia Financial Advisors
Ohio
$750K +$48K +709 +7%
WPW
1437
Waldron Private Wealth
Pennsylvania
$747K +$22.4K +336 +3%
SCM
1438
Sandler Capital Management
New York
$745K +$745K +11,000 New
MCM
1439
Maple Capital Management
Vermont
$741K -$27.1K -400 -4%
BO
1440
Bank OZK
Arkansas
$740K +$104K +1,532 +16%
BGDI
1441
BW Gestao de Investimentos
Brazil
$739K – – –
SWM
1442
Segment Wealth Management
Texas
$736K – – –
SMM
1443
Stadion Money Management
Georgia
$731K -$379K -5,591 -34%
FNBTCON
1444
First National Bank & Trust Co of Newtown
Pennsylvania
$727K -$9.28K -137 -1%
BSW
1445
Buckingham Strategic Wealth
Missouri
$727K +$335K +4,940 +85%
KT
1446
Kanaly Trust
Texas
$726K -$196K -2,890 -21%
AI
1447
Atria Investments
North Carolina
$722K -$8.06K -119 -1%
PAM
1448
Palisade Asset Management
Minnesota
$721K – – –
RC
1449
Reik & Co
New York
$718K – – –
DR
1450
Davis Rea
Ontario, Canada
$718K +$25.7K +379 +4%
56 57
58
59 60