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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 %
BRM
1526
Boston Research & Management
Massachusetts
$459K – – –
LI
1527
Lafayette Investments
Maryland
$458K -$10.9K -179 -2%
KIC
1528
Keating Investment Counselors
Florida
$457K – – –
PFS
1529
Prospera Financial Services
Texas
$457K +$135K +2,440 +42%
NCM
1530
Northroad Capital Management
New York
$454K -$20.5K -337 -4%
PCM
1531
Perritt Capital Management
Illinois
$452K -$78K -1,278 -15%
KCPG
1532
Kavar Capital Partners Group
Kansas
$450K -$12.9K -212 -3%
VNA
1533
VNBTrust National Association
Virginia
$444K -$14.9K -245 -3%
ACM
1534
Aviance Capital Management
Florida
$440K +$440K +7,218 New
SIC
1535
SFE Investment Counsel
California
$439K +$90.4K +1,484 +26%
EMG
1536
Ellington Management Group
Connecticut
$439K +$439K +7,205 New
NAP
1537
New Amsterdam Partners
New York
$438K +$2.26K +37 +0.5%
ECM
1538
Evergreen Capital Management
Washington
$434K -$3.34M -54,770 -89%
HCM
1539
Hodges Capital Management
Texas
$434K -$105K -1,725 -20%
RCM
1540
Reynolds Capital Management
Nevada
$433K -$122K -2,000 -22%
FPCP
1541
Fort Point Capital Partners
California
$433K – – –
ACA
1542
Anchor Capital Advisors
Massachusetts
$433K +$13.9K +228 +3%
CA
1543
Cambridge Advisors
Nebraska
$432K +$2.32K +38 +0.5%
AIM
1544
Arcadia Investment Management
Michigan
$431K – – –
IIA
1545
IPG Investment Advisors
California
$431K +$431K +7,062 New
CAI
1546
Capital Advisors Inc
Oklahoma
$427K -$17.1K -281 -4%
LNB
1547
Ledyard National Bank
$427K – – –
TNB
1548
Thomasville National Bank
Georgia
$426K +$60.9K +1,000 +17%
SC
1549
Searle & Co
Connecticut
$425K +$62.6K +1,026 +17%
BIAS
1550
Beacon Investment Advisory Services
New Jersey
$420K -$36.6K -600 -8%
60 61
62
63 64