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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
1
Bank of America
North Carolina
$3.53B
2
SC
2
Sculptor Capital
New York
$335M
3
AIM
3
abrdn Investment Management
United Kingdom
$336M
4
Primecap Management
4
Primecap Management
California
$663M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$629M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$728M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.86B
3
IG
3
ING Group
Netherlands
$62.7M
4
BA
4
BlackRock Advisors
Delaware
$1.88B
5
EC
5
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
1676
Highland Capital Management (Texas)
Texas
$252K +$252K +4,140 New
HIC
1677
Hartline Investment Corp
Illinois
$251K – – –
IIM
1678
Ironwood Investment Management
Massachusetts
$251K +$24.4K +400 +11%
RWM
1679
Rench Wealth Management
Texas
$250K +$61 +1 +0%
TC
1680
Telemus Capital
Michigan
$249K +$16.9K +277 +7%
TCM
1681
Towercrest Capital Management
Pennsylvania
$248K – – –
SNBOSD
1682
Security National Bank of So Dak
Iowa
$248K – – –
FAM
1683
Formidable Asset Management
Ohio
$247K – – –
HPBT
1684
High Point Bank & Trust
North Carolina
$247K +$5.61K +92 +2%
AFG
1685
Albion Financial Group
Utah
$245K – – –
TGI
1686
Tradewinds Global Investors
California
$244K +$244K +3,998 New
PCM
1687
Pentwater Capital Management
Florida
$244K +$244K +4,000 New
DAM
1688
Doheny Asset Management
California
$241K -$6.1K -100 -2%
GC
1689
Gratry & Company
Ohio
$241K – – –
FWM
1690
Focused Wealth Management
New York
$240K -$18.5K -304 -7%
NEPPG
1691
New England Professional Planning Group
Rhode Island
$240K -$11.8K -175 -5%
VIA
1692
Vantage Investment Advisors
Pennsylvania
$240K +$55.3K +908 +30%
FC
1693
Financial Consulate
Maryland
$239K -$21.3K -350 -8%
WDA
1694
Wendell David Associates
New Hampshire
$238K -$138K -2,259 -37%
NGA
1695
Naples Global Advisors
Florida
$237K +$549 +9 +0.2%
AI
1696
Accredited Investors
Minnesota
$237K +$1.04K +17 +0.4%
AWM
1697
Affinity Wealth Management
Delaware
$237K +$3.53K +58 +2%
HF
1698
HRT Financial
New York
$235K – – –
IIC
1699
Ironwood Investment Counsel
Arizona
$232K +$61 +1 +0%
TFF
1700
The Family Firm
Maryland
$232K +$26.1K +428 +13%
66 67
68
69 70