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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 %
GWCM
1501
Godshalk Welsh Capital Management
Pennsylvania
$519K +$34.6K +567 +7%
JIP
1502
Jaffetilchin Investment Partners
Florida
$515K -$183 -3 -0%
LA
1503
Lau Associates
Delaware
$512K – – –
LFG
1504
LifePlan Financial Group
Ohio
$509K -$17.9K -293 -3%
ECAM
1505
East Coast Asset Management
Massachusetts
$507K +$2.14K +35 +0.4%
TRIM
1506
Thompson Rubinstein Investment Management
Oregon
$501K – – –
AWM
1507
AllSquare Wealth Management
New York
$499K +$12.3K +201 +3%
TNAM
1508
Terra Nova Asset Management
New York
$495K +$52.1K +855 +12%
HI
1509
Hudock Inc
Pennsylvania
$494K +$487 +8 +0.1%
CCG
1510
Chatham Capital Group
Georgia
$492K -$44K -722 -8%
SS
1511
Sunbelt Securities
Texas
$492K -$43.5K -714 -8%
OWP
1512
Obermeyer Wealth Partners
Colorado
$491K – – –
TT
1513
Tiedemann Trust
Delaware
$490K – – –
LC
1514
Lourd Capital
California
$490K +$51.2K +840 +12%
KTC
1515
Kistler-Tiffany Companies
Pennsylvania
$481K -$33.8K -538 -7%
HJA
1516
Hugh Johnson Advisors
New York
$481K +$1.65K +27 +0.3%
RMCM
1517
Reynders McVeigh Capital Management
Massachusetts
$480K -$12.8K -210 -3%
IF
1518
IRON Financial
Illinois
$477K -$853 -14 -0.2%
JPTCCM
1519
J.P. Turner & Co Capital Management
Georgia
$476K -$43.1K -710 -8%
I2I
1520
Insight 2811 Inc
Illinois
$473K – – –
BHBT
1521
Burke & Herbert Bank & Trust
Virginia
$472K +$48.8K +801 +12%
KFA
1522
Kelleher Financial Advisors
New York
$472K +$130K +2,141 +38%
DHFB
1523
Dixon Hubard Feinour & Brown
Virginia
$463K -$11K -180 -2%
BPGAM
1524
BTG Pactual Global Asset Management
Bermuda
$463K +$463K +7,600 New
Edgewood Management
1525
Edgewood Management
Connecticut
$462K – – –
59 60
61
62 63