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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 %
RMAM
1476
Raab & Moskowitz Asset Management
New Jersey
$601K +$78.4K +1,287 +15%
HH
1477
Hilltop Holdings
Texas
$595K -$770K -12,647 -56%
CP
1478
Cinque Partners
California
$594K – – –
FFA
1479
First Foundation Advisors
California
$593K +$5.06K +83 +0.9%
CCA
1480
Catalyst Capital Advisors
New York
$588K – – –
WA
1481
Wheatland Advisors
Pennsylvania
$583K – – –
AAS
1482
Annex Advisory Services
Wisconsin
$583K +$164K +2,684 +39%
AGA
1483
Accuvest Global Advisors
Utah
$575K – – –
LCM
1484
Liberty Capital Management
Michigan
$573K -$24.4K -400 -4%
PAM
1485
Palisade Asset Management
Minnesota
$571K -$77.1K -1,266 -12%
RP
1486
Rowlandmiller & Partners
Georgia
$570K -$30.1K -500 -5%
FNB
1487
Farmers National Bank
Kentucky
$557K – – –
WA
1488
WBH Advisory
Maryland
$557K +$61 +1 +0%
SCM
1489
Salem Capital Management
Massachusetts
$556K -$18.3K -300 -3%
CT
1490
Coastline Trust
Rhode Island
$556K +$41.2K +675 +8%
AIM
1491
AMI Investment Management
Indiana
$555K – – –
FPCG
1492
Fort Pitt Capital Group
Pennsylvania
$555K +$10.7K +175 +2%
W
1493
Wealthquest
Ohio
$545K -$6.1K -100 -1%
GWM
1494
Gupta Wealth Management
California
$538K -$19.6K -322 -4%
KAM
1495
Keeley Asset Management
Illinois
$533K -$183K -3,000 -26%
CWA
1496
Cypress Wealth Advisors
California
$531K – – –
PNAA
1497
Pictet North America Advisors
Switzerland
$530K +$18.3K +300 +4%
Kayne Anderson Rudnick Investment Management
1498
Kayne Anderson Rudnick Investment Management
California
$523K – – –
WA
1499
Wealth Architects
California
$521K +$24K +394 +5%
HCM
1500
Highlander Capital Management
New Jersey
$519K – – –
58 59
60
61 62