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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 %
HA
1576
Hamel Associates
New Jersey
$425K -$37.3K -550 -8%
NCMG
1577
NCM Capital Management Group
North Carolina
$416K – – –
MCA
1578
Mercer Capital Advisers
New Jersey
$416K – – –
WDA
1579
Wendell David Associates
New Hampshire
$413K – – –
AWA
1580
ARS Wealth Advisors
Florida
$413K +$135 +2 +0%
RHDIC
1581
R.H. Dinel Investment Counsel
California
$411K – – –
GAM
1582
Gotham Asset Management
New York
$411K +$170K +2,513 +71%
KWMG
1583
King Wealth Management Group
Florida
$410K -$5.29K -78 -1%
WCM
1584
Windsor Capital Management
Arizona
$407K +$18.6K +275 +5%
TNB
1585
Thomasville National Bank
Georgia
$407K +$112K +1,645 +38%
CCP
1586
Clarkston Capital Partners
Michigan
$403K +$167K +2,456 +70%
SC
1587
Searle & Co
Connecticut
$402K – – –
MWP
1588
Moller Wealth Partners
$399K -$743K -10,971 -65%
QSS
1589
Quantitative Systematic Strategies
Florida
$399K -$502K -7,467 -56%
AF
1590
Aldebaran Financial
$399K +$272 +4 +0.1%
PIM
1591
Provident Investment Management
Michigan
$397K -$76.7K -1,132 -16%
AAM
1592
Augustine Asset Management
Florida
$393K – – –
SS
1593
Simplicity Solutions
Minnesota
$393K +$393K +5,803 New
EIA
1594
Edgemoor Investment Advisors
Maryland
$392K -$7.17K -106 -2%
MSR
1595
Main Street Research
Connecticut
$390K +$27.3K +403 +8%
SIC
1596
SFE Investment Counsel
California
$388K +$388K +5,720 New
OAM
1597
Oberweis Asset Management
Illinois
$387K -$13.3K -196 -3%
KSA
1598
Ken Stern & Associates
California
$386K +$46K +698 +14%
CMANY
1599
Capital Management Associates (New York)
New York
$386K +$386K +5,700 New
REMPR
1600
Roof Eidam Maycock Peralta (REMP)
California
$383K – – –
62 63
64
65 66