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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
1
Waddell & Reed Financial
Kansas
$825M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$9.03B
3
Primecap Management
3
Primecap Management
California
$466M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$254M
5
O
5
OppenheimerFunds
New York
$936M

Top Sellers

1
State Street
1
State Street
Massachusetts
$10.6B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.15B
3
BIT
3
BlackRock Institutional Trust
California
$6.65B
4
UBS Group
4
UBS Group
Switzerland
$830M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1676
Doheny Asset Management
California
$275K +$275K +4,052 New
IC
1677
Intersect Capital
California
$272K -$5.28K -78 -2%
WG
1678
Welch Group
Alabama
$272K -$4.47K -66 -2%
AFG
1679
Albion Financial Group
Utah
$272K – – –
MWM
1680
Mission Wealth Management
California
$270K +$270K +4,459 New
PFA
1681
Pure Financial Advisors
California
$269K -$34.4K -508 -11%
BWA
1682
Burt Wealth Advisors
Maryland
$269K +$68 +1 +0%
HPBT
1683
High Point Bank & Trust
North Carolina
$268K +$20.3K +300 +8%
GC
1684
Gratry & Company
Ohio
$267K +$267K +3,945 New
LCOV
1685
London Company of Virginia
Virginia
$264K -$333K -4,916 -56%
PGA
1686
Portland Global Advisors
Maine
$263K -$163K -2,403 -38%
NGA
1687
Naples Global Advisors
Florida
$263K -$13.6K -200 -5%
CAM
1688
Centre Asset Management
New York
$263K – – –
AI
1689
Accredited Investors
Minnesota
$262K +$542 +8 +0.2%
HF
1690
HRT Financial
New York
$261K – – –
CAG
1691
Crestwood Advisors Group
Massachusetts
$260K -$22.9K -337 -8%
BFPW
1692
BOK Financial Private Wealth
Colorado
$259K +$1.83K +27 +0.7%
AWM
1693
Affinity Wealth Management
Delaware
$259K +$259K +3,834 New
TC
1694
Telemus Capital
Michigan
$258K -$92.5K -1,366 -26%
IIC
1695
Ironwood Investment Counsel
Arizona
$258K -$27K -398 -9%
FCMC
1696
Founders Capital Management (Connecticut)
Connecticut
$258K -$3.18K -47 -1%
JFA
1697
JNBA Financial Advisors
Minnesota
$258K – – –
GWS
1698
Glassman Wealth Services
Virginia
$256K – – –
AA
1699
Apriem Advisors
California
$256K +$10.9K +161 +4%
NEPPG
1700
New England Professional Planning Group
Rhode Island
$254K – – –
66 67
68
69 70