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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
$825M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$9.03B
3
Primecap Management
Primecap Management
California
$466M
4
AAMU
Amundi Asset Management US
Massachusetts
$254M
5
O
OppenheimerFunds
New York
$936M

Top Sellers

1
State Street
State Street
Massachusetts
$10.6B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.15B
3
BIT
BlackRock Institutional Trust
California
$6.65B
4
UBS Group
UBS Group
Switzerland
$830M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
1551
Vident Investment Advisory
Georgia
$477K +$56.7K +838 +14%
LNB
1552
Ledyard National Bank
$476K +$168K +2,480 +55%
BHBT
1553
Burke & Herbert Bank & Trust
Virginia
$471K +$5.09K +75 +1%
CIP
1554
Capital Insight Partners
Arizona
$470K +$470K +6,935 New
ACA
1555
Anchor Capital Advisors
Massachusetts
$466K +$4.07K +60 +0.9%
AAS
1556
Annex Advisory Services
Wisconsin
$466K +$128K +1,883 +38%
AF
1557
Affiance Financial
Minnesota
$465K – – –
ED
1558
Exane Derivatives
France
$464K +$313K +4,613 +207%
BAM
1559
Brave Asset Management
New Jersey
$462K +$102K +1,500 +28%
HCC
1560
Hirtle Callaghan & Co
Pennsylvania
$462K +$462K +6,822 New
SCA
1561
Salient Capital Advisors
Texas
$460K -$343K -5,065 -43%
MJRIC
1562
Mogy Joel R Investment Counsel
California
$457K -$8.88K -131 -2%
CHP
1563
Cable Hill Partners
Oregon
$448K – – –
CC
1564
Capital Counsel
New York
$447K – – –
FNBSF
1565
First National Bank Sioux Falls
South Dakota
$445K -$1.08K -16 -0.2%
AWA
1566
Arete Wealth Advisors
Illinois
$444K +$271 +4 +0.1%
MBT
1567
Montecito Bank & Trust
California
$441K – – –
EP
1568
Elkhorn Partners
Nebraska
$440K – – –
BA
1569
BKS Advisors
Michigan
$440K +$64.4K +951 +17%
NYLT
1570
New York Life Trust
New York
$438K -$29.4K -434 -6%
CCMW
1571
Cypress Capital Management (Wyoming)
Wyoming
$438K +$6.78K +100 +2%
AW
1572
Alpha Windward
Massachusetts
$435K -$12.4K -183 -3%
LCM
1573
Lucas Capital Management
New Jersey
$431K – – –
DFIM
1574
Detwiler Fenton Investment Management
Massachusetts
$430K +$157K +2,312 +57%
AP
1575
Atwood & Palmer
Missouri
$428K – – –
61 62
63
64 65