JPM icon

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 %
NYLIM
1626
New York Life Investment Management
New York
$316K +$17.5K +287 +6%
CC
1627
Capital Counsel
New York
$315K -$86.8K -1,425 -22%
BL
1628
Balentine LLC
Georgia
$315K +$60.7K +997 +24%
PIM
1629
Profit Investment Management
Maryland
$314K -$126K -2,060 -29%
PCMC
1630
Paragon Capital Management (Colorado)
Colorado
$314K – – –
AF
1631
Aldebaran Financial
$313K -$49.1K -797 -14%
SWA
1632
SFMG Wealth Advisors
Texas
$312K +$1.22K +20 +0.4%
NFG
1633
Nadler Financial Group
Illinois
$311K +$49.1K +805 +19%
WIA
1634
Westbourne Investment Advisors
Maryland
$310K – – –
BRA
1635
Bender Robert & Associates
California
$307K +$3.96K +65 +1%
CIA
1636
CCM Investment Advisers
South Carolina
$306K -$277K -4,550 -48%
RVPG
1637
Relative Value Partners Group
$305K – – –
CRIG
1638
Charter Research & Investment Group
Connecticut
$305K – – –
MCM
1639
McGlinn Capital Management
Pennsylvania
$305K +$305K +5,000 New
LCP
1640
Lombardia Capital Partners
California
$303K – – –
WG
1641
Welch Group
Alabama
$303K +$58.1K +952 +24%
MWM
1642
Mission Wealth Management
California
$302K +$29.8K +489 +11%
FCIM
1643
Fairview Capital Investment Management
California
$301K -$26.8K -440 -8%
GHA
1644
GW Henssler & Associates
Georgia
$299K +$37.5K +615 +14%
LRIC
1645
Long Road Investment Counsel
Michigan
$295K -$47.6K -780 -14%
SIG
1646
Sky Investment Group
Connecticut
$295K – – –
KFS
1647
Kurt F. Somerville
$294K -$15.5K -255 -5%
SCA
1648
Samson Capital Advisors
New York
$293K – – –
B
1649
Bellecapital
Switzerland
$288K – – –
KA
1650
Kovack Advisors
Florida
$287K +$287K +4,709 New
64 65
66
67 68