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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 %
WA
1476
WBH Advisory
Maryland
$619K -$13.5K -200 -2%
FNB
1477
Farmers National Bank
Kentucky
$619K +$61K +900 +11%
GWM
1478
Gupta Wealth Management
California
$619K +$211K +3,115 +52%
AIM
1479
AMI Investment Management
Indiana
$617K – – –
RCM
1480
Reynolds Capital Management
Nevada
$617K +$353K +5,200 +133%
SFS
1481
Summit Financial Strategies
Ohio
$614K +$361K +5,328 +143%
W
1482
Wealthquest
Ohio
$612K -$65.5K -966 -10%
AssetMark Inc
1483
AssetMark Inc
California
$610K +$64.4K +950 +12%
FPCG
1484
Fort Pitt Capital Group
Pennsylvania
$605K +$29.7K +439 +5%
RT
1485
Rockland Trust
Massachusetts
$602K +$4.27K +63 +0.7%
HCM
1486
Hodges Capital Management
Texas
$599K +$108K +1,596 +22%
BHA
1487
Beech Hill Advisors
New York
$599K +$131K +1,930 +28%
CCG
1488
Chatham Capital Group
Georgia
$596K -$18.2K -268 -3%
SS
1489
Sunbelt Securities
Texas
$595K +$19.6K +290 +3%
LOCC
1490
Lombard Odier & Cie (Canada)
Quebec, Canada
$590K -$67.8K -1,000 -10%
CWA
1491
Cypress Wealth Advisors
California
$590K +$590K +8,709 New
PCM
1492
Perritt Capital Management
Illinois
$588K +$86.5K +1,278 +17%
LFG
1493
LifePlan Financial Group
Ohio
$586K – – –
JG
1494
Jefferies Group
New York
$581K -$9.52M -140,499 -94%
RMAM
1495
Raab & Moskowitz Asset Management
New Jersey
$581K -$34.2K -505 -6%
Kayne Anderson Rudnick Investment Management
1496
Kayne Anderson Rudnick Investment Management
California
$581K -$28.6K -423 -5%
CPO
1497
Cerity Partners OCIO
New York
$580K -$29.5K -435 -5%
JPTCCM
1498
J.P. Turner & Co Capital Management
Georgia
$579K -$46K -680 -7%
HCM
1499
Highlander Capital Management
New Jersey
$577K – – –
CT
1500
Coastline Trust
Rhode Island
$573K +$95K +1,400 +20%
58 59
60
61 62