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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 %
JIP
1501
Jaffetilchin Investment Partners
Florida
$572K +$65.5K +967 +13%
LA
1502
Lau Associates
Delaware
$569K – – –
PNAA
1503
Pictet North America Advisors
Switzerland
$569K +$132K +1,950 +30%
QCMC
1504
Quantum Capital Management (California)
California
$565K -$29.3K -432 -5%
ECAM
1505
East Coast Asset Management
Massachusetts
$561K -$23.5K -347 -4%
CCWA
1506
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$559K +$559K +8,245 New
MCM
1507
Matarin Capital Management
New York
$558K +$558K +8,229 New
TRIM
1508
Thompson Rubinstein Investment Management
Oregon
$557K -$49.1K -725 -8%
KTC
1509
Kistler-Tiffany Companies
Pennsylvania
$555K -$44K -649 -7%
BFEC
1510
Benjamin F. Edwards & Company
Missouri
$555K -$16.7K -246 -3%
WA
1511
Wealth Architects
California
$552K +$180K +2,660 +48%
HI
1512
Hudock Inc
Pennsylvania
$549K -$17.1K -253 -3%
TC
1513
TradeLink Capital
Illinois
$549K +$549K +8,101 New
RMCM
1514
Reynders McVeigh Capital Management
Massachusetts
$548K +$79K +1,165 +17%
OWP
1515
Obermeyer Wealth Partners
Colorado
$546K – – –
TT
1516
Tiedemann Trust
Delaware
$545K -$95.3K -1,406 -15%
WCM
1517
Weik Capital Management
Pennsylvania
$543K – – –
CIG
1518
Consolidated Investment Group
Colorado
$541K – – –
AWM
1519
AllSquare Wealth Management
New York
$541K +$18.6K +275 +4%
GWCM
1520
Godshalk Welsh Capital Management
Pennsylvania
$539K – – –
HJA
1521
Hugh Johnson Advisors
New York
$533K -$9.02K -133 -2%
MFW
1522
Meristem Family Wealth
Minnesota
$532K -$56.6K -835 -10%
IF
1523
IRON Financial
Illinois
$531K +$203 +3 +0%
NCM
1524
Northroad Capital Management
New York
$528K -$44.5K -656 -8%
DHFB
1525
Dixon Hubard Feinour & Brown
Virginia
$527K +$20.1K +296 +4%
59 60
61
62 63