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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 %
B
1451
BancorpSouth
Mississippi
$668K +$46.1K +757 +7%
BB
1452
Bell Bank
North Dakota
$666K -$13.1K -214 -2%
BGDI
1453
BW Gestao de Investimentos
Brazil
$665K – – –
SAS
1454
Stelac Advisory Services
New York
$664K +$664K +10,888 New
SWM
1455
Segment Wealth Management
Texas
$663K -$366 -6 -0.1%
CC
1456
Cannell & Co
New York
$660K -$16.8K -275 -2%
RT
1457
Rockland Trust
Massachusetts
$660K +$119K +1,945 +22%
MCM
1458
Maple Capital Management
Vermont
$656K -$10.4K -171 -2%
DR
1459
Davis Rea
Ontario, Canada
$655K +$9.14K +150 +1%
MA
1460
MCF Advisors
Kentucky
$655K +$12.9K +211 +2%
RDM
1461
Retirement Design & Management
Connecticut
$654K +$36.6K +600 +6%
RC
1462
Reik & Co
New York
$646K – – –
KPCM
1463
Kings Point Capital Management
New York
$645K +$63.5K +1,041 +11%
WC
1464
Whitnell & Co
Illinois
$642K -$130K -2,127 -17%
GCMG
1465
Gyroscope Capital Management Group
Florida
$640K – – –
TAM
1466
Taylor Asset Management
Ontario, Canada
$640K +$640K +10,500 New
CK
1467
Cohen Klingenstein
New York
$634K – – –
SFA
1468
Sequoia Financial Advisors
Ohio
$632K -$43.1K -706 -6%
BA
1469
Bridgewater Associates
Connecticut
$631K +$631K +10,342 New
IH
1470
IFC Holdings
Florida
$629K -$180K -2,935 -22%
MBT
1471
Montecito Bank & Trust
California
$628K +$184K +3,020 +42%
AP
1472
AHL Partners
United Kingdom
$623K -$6.68M -109,591 -91%
CPO
1473
Cerity Partners OCIO
New York
$619K +$98.6K +1,620 +19%
CPA
1474
Cowen Prime Advisors
New York
$614K – – –
ACM
1475
Argonaut Capital Management
New York
$610K – – –
57 58
59
60 61