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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 %
MA
1451
MCF Advisors
Kentucky
$714K +$6.84K +101 +1%
GCMG
1452
Gyroscope Capital Management Group
Florida
$712K -$114K -1,679 -14%
CK
1453
Cohen Klingenstein
New York
$705K – – –
B
1454
BancorpSouth
Mississippi
$692K – – –
MIAN
1455
Mariner Independent Advisor Network
Kansas
$687K +$687K +10,141 New
FIM
1456
Freedom Investment Management
Connecticut
$686K +$94.7K +1,399 +16%
RDM
1457
Retirement Design & Management
Connecticut
$686K +$186K +2,752 +37%
CPA
1458
Cowen Prime Advisors
New York
$683K -$30.3K -447 -4%
ACM
1459
Argonaut Capital Management
New York
$678K +$678K +10,000 New
SCC
1460
Second Curve Capital
Pennsylvania
$678K +$678K +10,000 New
FIG
1461
Fortress Investment Group
New York
$677K +$677K +10,000 New
RP
1462
Rowlandmiller & Partners
Georgia
$676K – – –
IT
1463
Independence Trust
Tennessee
$665K -$83.7K -1,235 -11%
LCM
1464
Liberty Capital Management
Michigan
$664K – – –
TIM
1465
TBP Investments Management
Texas
$664K +$224K +3,300 +51%
CP
1466
Cinque Partners
California
$660K +$660K +9,742 New
FFA
1467
First Foundation Advisors
California
$654K -$186K -2,743 -22%
CCA
1468
Catalyst Capital Advisors
New York
$654K +$654K +9,650 New
HMS
1469
Hanseatic Management Services
New Mexico
$650K +$650K +9,600 New
CIA
1470
CCM Investment Advisers
South Carolina
$648K -$20.3K -300 -3%
WA
1471
Wheatland Advisors
Pennsylvania
$648K – – –
KPCM
1472
Kings Point Capital Management
New York
$646K -$16.9K -250 -3%
GSBTD
1473
Glenview State Bank Trust Department
Illinois
$641K – – –
AGA
1474
Accuvest Global Advisors
Utah
$639K -$357K -5,265 -36%
SCM
1475
Salem Capital Management
Massachusetts
$638K -$3.39K -50 -0.5%
57 58
59
60 61