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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 %
HIC
1601
Holderness Investments Company
North Carolina
$350K +$27.9K +457 +9%
OAM
1602
Oberweis Asset Management
Illinois
$349K +$122 +2 +0%
CAW
1603
Cornerstone Advisors (Washington)
Washington
$348K +$14.7K +241 +4%
BHA
1604
Beech Hill Advisors
New York
$345K -$193K -3,175 -36%
REMPR
1605
Roof Eidam Maycock Peralta (REMP)
California
$345K – – –
AWA
1606
ARS Wealth Advisors
Florida
$344K -$28.4K -465 -8%
HT
1607
HighTower Trust
Texas
$341K +$341K +5,600 New
WCM
1608
Windsor Capital Management
Arizona
$340K -$26.3K -432 -7%
HR
1609
Howe & Rusling
New York
$340K +$70.8K +1,161 +26%
DDC
1610
DF Dent & Co
Maryland
$336K +$10.5K +173 +3%
DW
1611
Domani Wealth
Pennsylvania
$335K +$1.83K +30 +0.5%
CCM
1612
Cutler Capital Management
Massachusetts
$335K +$335K +5,500 New
BJ
1613
Brouwer & Janachowski
California
$334K – – –
BCM
1614
Brookstone Capital Management
Illinois
$332K -$3.14M -51,376 -90%
SAM
1615
SignalPoint Asset Management
Missouri
$330K +$51.4K +843 +18%
CPS
1616
Counsel Portfolio Services
Ontario, Canada
$329K – – –
S
1617
SignatureFD
Georgia
$328K +$29.5K +484 +10%
ACM
1618
Alta Capital Management
Utah
$327K +$121K +1,978 +58%
Pacer Advisors
1619
Pacer Advisors
Pennsylvania
$325K – – –
CBT
1620
Central Bank & Trust
Kentucky
$325K +$53.3K +875 +20%
PAA
1621
Peregrine Asset Advisers
Oregon
$324K +$6.1K +100 +2%
CAG
1622
Crestwood Advisors Group
Massachusetts
$324K +$90.4K +1,483 +39%
SCA
1623
Salient Capital Advisors
Texas
$323K -$90.7K -1,488 -22%
PCM
1624
Pointe Capital Management
Michigan
$322K – – –
BFPW
1625
BOK Financial Private Wealth
Colorado
$321K +$88K +1,444 +38%
63 64
65
66 67