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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 %
VWM
1651
Vector Wealth Management
Minnesota
$285K – – –
LI
1652
LVZ Inc
Michigan
$285K +$96.2K +1,580 +51%
ACS
1653
Archford Capital Strategies
Illinois
$284K -$8.91K -146 -3%
UAS
1654
United Asset Strategies
New York
$283K +$59.9K +984 +27%
LWM
1655
Lenox Wealth Management
Ohio
$281K +$1.89K +31 +0.7%
RP
1656
Reinhart Partners
Wisconsin
$279K -$22.7K -372 -8%
HAIM
1657
Hunter Associates Investment Management
Pennsylvania
$279K -$15.2K -250 -5%
CWA
1658
Constellation Wealth Advisors
New York
$273K -$9.14K -150 -3%
FGP
1659
Foyston, Gordon, & Payne
Ontario, Canada
$273K – – –
RSVP
1660
Ramsay Stattman Vela & Price
Colorado
$272K +$24.1K +395 +10%
SFS
1661
Summit Financial Strategies
Ohio
$271K -$281K -4,614 -51%
ARMC
1662
American Research & Management Company
Massachusetts
$271K – – –
IT
1663
Independence Trust
Tennessee
$270K -$328K -5,380 -55%
BOS
1664
Bingham Osborn & Scarborough
California
$268K – – –
CCA
1665
Conestoga Capital Advisors
Pennsylvania
$265K – – –
MA
1666
Marshwinds Advisory
Georgia
$265K +$12.8K +209 +5%
CP
1667
Camelot Portfolios
Ohio
$263K -$59.5K -974 -18%
ORI
1668
Oak Ridge Investments
Illinois
$263K +$426 +7 +0.2%
ACM
1669
Argentus Capital Management
Texas
$262K -$729K -11,971 -74%
RIA
1670
Regal Investment Advisors
Michigan
$259K +$61.8K +1,015 +31%
IWC
1671
Integrated Wealth Counsel
California
$257K – – –
FIG
1672
Fusion Investment Group
Pennsylvania
$254K -$34.4K -566 -12%
BAM
1673
Bruderman Asset Management
New York
$254K +$731 +12 +0.3%
PSC
1674
Prentiss Smith & Co
Vermont
$253K – – –
BWA
1675
Burt Wealth Advisors
Maryland
$252K +$10.7K +176 +4%
65 66
67
68 69