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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
$3.53B
2
SC
Sculptor Capital
New York
$335M
3
AIM
abrdn Investment Management
United Kingdom
$336M
4
Primecap Management
Primecap Management
California
$663M
5
Capital Research Global Investors
Capital Research Global Investors
California
$629M

Top Sellers

1
CS
Credit Suisse
Switzerland
$728M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.86B
3
IG
ING Group
Netherlands
$62.7M
4
BA
BlackRock Advisors
Delaware
$1.88B
5
EC
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MJRIC
1576
Mogy Joel R Investment Counsel
California
$387K -$24.5K -401 -6%
AP
1577
Atwood & Palmer
Missouri
$385K – – –
EIA
1578
Edgemoor Investment Advisors
Maryland
$384K +$30.5K +500 +9%
AW
1579
Alpha Windward
Massachusetts
$383K -$8.97K -147 -2%
BFA
1580
Beaumont Financial Advisors
Massachusetts
$381K – – –
JFA
1581
JNBA Financial Advisors
Minnesota
$381K +$149K +2,450 +64%
CAS
1582
CTC Alternative Strategies
Illinois
$378K -$54.9K -900 -13%
RB
1583
Rodgers Brothers
Pennsylvania
$378K -$54.9K -900 -13%
PGA
1584
Portland Global Advisors
Maine
$378K +$141K +2,318 +60%
MCA
1585
Mercer Capital Advisers
New Jersey
$374K – – –
NCMG
1586
NCM Capital Management Group
North Carolina
$374K – – –
DWM
1587
Dorchester Wealth Management
Quebec, Canada
$373K +$14.7K +180 +4%
CHP
1588
Cable Hill Partners
Oregon
$371K -$34.4K -558 -8%
RHDIC
1589
R.H. Dinel Investment Counsel
California
$370K – – –
ZCI
1590
Zevenbergen Capital Investments
Washington
$369K +$369K +6,050 New
CMANY
1591
Capital Management Associates (New York)
New York
$366K +$18.3K +300 +5%
CCP
1592
Clarkston Capital Partners
Michigan
$362K – – –
AAM
1593
Augustine Asset Management
Florida
$362K +$9.13K +150 +3%
MWP
1594
Moller Wealth Partners
$359K – – –
SIM
1595
Sonora Investment Management
Arizona
$359K +$359K +5,829 New
NO
1596
Ninety One
South Africa
$359K +$359K +5,908 New
AW
1597
ACG Wealth
Georgia
$358K +$358K +5,880 New
PIM
1598
Provident Investment Management
Michigan
$357K – – –
VIMU
1599
Veritas Investment Management (UK)
United Kingdom
$354K +$158K +2,590 +81%
CS
1600
Comerica Securities
Michigan
$351K +$55.2K +906 +19%
62 63
64
65 66