JPM icon

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 %
HCM
1426
Howland Capital Management
Massachusetts
$743K -$5.12K -84 -0.7%
AI
1427
Atria Investments
North Carolina
$735K +$85K +1,393 +13%
JCP
1428
Jabre Capital Partners
Switzerland
$732K -$11.7M -191,000 -94%
HAG
1429
HighPoint Advisor Group
Illinois
$731K +$731K +11,984 New
GS
1430
GAM Systematic
United Kingdom
$722K -$2.15M -35,269 -75%
CAM
1431
ClariVest Asset Management
California
$722K +$646K +10,591 +846%
TTWM
1432
TCV Trust & Wealth Management
Virginia
$720K -$3.66K -60 -0.5%
GIA
1433
Granite Investment Advisors
New Hampshire
$719K -$3.05K -50 -0.4%
HB
1434
Homrich & Berg
Georgia
$715K -$29.5K -484 -4%
MCM
1435
Mork Capital Management
California
$713K – – –
BO
1436
Bank OZK
Arkansas
$711K +$45.6K +749 +7%
EMR
1437
Errol M. Rudman
$710K – – –
TMC
1438
Trellus Management Company
Florida
$707K – – –
SGAM
1439
Steinberg Global Asset Management
Florida
$706K – – –
HCM
1440
Harvey Capital Management
Florida
$706K +$401K +6,589 +132%
MHI
1441
Miller Howard Investments
New York
$703K – – –
RCA
1442
Rex Capital Advisors
Rhode Island
$703K – – –
RP
1443
Riverbridge Partners
Minnesota
$700K – – –
CHJWM
1444
Carlton Hofferkamp & Jenks Wealth Management
Texas
$696K -$379K -6,220 -35%
PFBT
1445
Parkside Financial Bank & Trust
Missouri
$696K -$375K -6,149 -35%
FNBTCON
1446
First National Bank & Trust Co of Newtown
Pennsylvania
$694K +$39.9K +655 +6%
EDRE
1447
Edmond de Rothschild (Europe)
Luxembourg
$692K -$440K -7,224 -39%
WFMPM
1448
Woodley Farra Manion Portfolio Management
Indiana
$690K -$1.95K -32 -0.3%
TCM
1449
Tributary Capital Management
Nebraska
$680K +$680K +11,145 New
BSW
1450
Buckingham Strategic Wealth
Missouri
$669K +$15.1K +247 +2%
56 57
58
59 60