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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 %
PHAM
1626
Palisades Hudson Asset Management
Florida
$338K +$113K +1,675 +50%
LCP
1627
Lombardia Capital Partners
California
$337K -$12.2M -180,574 -97%
HCM
1628
Harvey Capital Management
Florida
$337K – – –
BRA
1629
Bender Robert & Associates
California
$337K +$12.9K +190 +4%
RP
1630
Reinhart Partners
Wisconsin
$336K -$6.84M -100,768 -95%
NYLIM
1631
New York Life Investment Management
New York
$332K -$55K -811 -14%
S
1632
SignatureFD
Georgia
$332K +$261K +3,852 +368%
CS
1633
Comerica Securities
Michigan
$329K -$17.1K -253 -5%
SIG
1634
Sky Investment Group
Connecticut
$328K – – –
HAIM
1635
Hunter Associates Investment Management
Pennsylvania
$327K -$3.38K -50 -1%
ACS
1636
Archford Capital Strategies
Illinois
$325K -$53.5K -790 -14%
SCA
1637
Samson Capital Advisors
New York
$325K – – –
AAM
1638
Autus Asset Management
Arizona
$323K +$323K +4,753 New
STI
1639
Susquehanna Trust & Investment
Pennsylvania
$322K -$20.4K -300 -6%
FIG
1640
Fusion Investment Group
Pennsylvania
$322K +$89.1K +1,313 +38%
CYG
1641
Clean Yield Group
Vermont
$321K – – –
B
1642
Bellecapital
Switzerland
$320K +$88.2K +1,300 +38%
CWA
1643
Constellation Wealth Advisors
New York
$314K – – –
LWM
1644
Lenox Wealth Management
Ohio
$310K +$7.19K +106 +2%
AWA
1645
AmeriServ Wealth Advisors
Pennsylvania
$308K +$308K +4,553 New
YMRC
1646
Yorktown Management & Research Company
Virginia
$305K – – –
FGP
1647
Foyston, Gordon, & Payne
Ontario, Canada
$303K – – –
CBT
1648
Central Bank & Trust
Kentucky
$302K -$127K -1,875 -30%
ARMC
1649
American Research & Management Company
Massachusetts
$301K +$17.1K +252 +6%
HR
1650
Howe & Rusling
New York
$299K +$7.73K +114 +3%
64 65
66
67 68