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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 %
TCB
1551
Texas Capital Bancshares
Texas
$419K -$12.5K -206 -3%
AF
1552
Affiance Financial
Minnesota
$419K +$1.22K +20 +0.3%
BA
1553
BKS Advisors
Michigan
$419K +$23.1K +380 +6%
KSA
1554
Ken Stern & Associates
California
$418K +$60.6K +992 +17%
MF
1555
Magnetar Financial
Illinois
$418K +$418K +6,850 New
HCC
1556
Hirtle Callaghan & Co
Pennsylvania
$417K – – –
BAM
1557
Brave Asset Management
New Jersey
$415K – – –
SHCM
1558
Stokes & Hubbell Capital Management
Louisiana
$415K +$415K +6,811 New
JWA
1559
JFS Wealth Advisors
Pennsylvania
$414K +$414K +6,793 New
WCM
1560
Weik Capital Management
Pennsylvania
$411K -$77.7K -1,275 -16%
KF
1561
Krilogy Financial
Missouri
$409K +$409K +6,716 New
HA
1562
Hamel Associates
New Jersey
$407K +$24.4K +400 +6%
CIP
1563
Capital Insight Partners
Arizona
$405K -$17.7K -291 -4%
QCMC
1564
Quantum Capital Management (California)
California
$403K -$105K -1,727 -21%
CCMW
1565
Cypress Capital Management (Wyoming)
Wyoming
$401K +$7.32K +120 +2%
AWA
1566
Arete Wealth Advisors
Illinois
$400K +$731 +12 +0.2%
FNBSF
1567
First National Bank Sioux Falls
South Dakota
$399K -$1.4K -23 -0.3%
VIA
1568
Vident Investment Advisory
Georgia
$396K -$33.3K -546 -8%
EP
1569
Elkhorn Partners
Nebraska
$396K – – –
NYLT
1570
New York Life Trust
New York
$396K +$2.01K +33 +0.5%
USGIU
1571
U.S. Global Investors (USGI)
Texas
$396K +$134K +2,200 +51%
GSBTD
1572
Glenview State Bank Trust Department
Illinois
$394K -$183K -3,000 -32%
IAA
1573
Ironsides Asset Advisors
North Carolina
$393K +$52.3K +857 +15%
CCB
1574
Cutter & Co Brokerage
Missouri
$389K -$81.1K -1,331 -17%
LCM
1575
Lucas Capital Management
New Jersey
$388K – – –
61 62
63
64 65