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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 %
IIM
1701
Ironwood Investment Management
Massachusetts
$252K – – –
CC
1702
Cornerstone Capital
California
$252K +$252K +3,712 New
VHAM
1703
Van Hulzen Asset Management
California
$248K -$120K -1,778 -33%
UAS
1704
United Asset Strategies
New York
$248K -$26.7K -394 -10%
FNBOH
1705
First National Bank of Hutchinson
Kansas
$248K – – –
RMC
1706
Regis Management Company
California
$247K – – –
MKC
1707
M. Kraus & Co
Vermont
$247K – – –
WA
1708
WealthTrust Axiom
Pennsylvania
$243K – – –
EAM
1709
Evanson Asset Management
California
$243K +$243K +3,585 New
SHWM
1710
Smith & Howard Wealth Management
Georgia
$242K – – –
QCM
1711
Quadrant Capital Management
New Jersey
$241K +$241K +3,551 New
SAS
1712
Spectrum Advisory Services
Georgia
$239K +$11.9K +176 +5%
CL
1713
Croft-Leominster
Maryland
$237K – – –
CRC
1714
Curi RMB Capital
Illinois
$237K +$237K +3,496 New
SGC
1715
South Georgia Capital
Illinois
$233K -$95K -1,400 -29%
MIC
1716
Meridian Investment Counsel
California
$233K – – –
VCP
1717
Vista Capital Partners
Oregon
$232K +$232K +3,430 New
HHAM
1718
HITE Hedge Asset Management
Massachusetts
$230K -$25.1K -370 -10%
TA
1719
Teton Advisors
New York
$230K – – –
ACM
1720
Alta Capital Management
Utah
$229K +$229K +3,389 New
NPPM
1721
North Point Portfolio Managers
Ohio
$228K -$10.2K -150 -4%
WRM
1722
Weybosset Research & Management
Rhode Island
$228K +$228K +3,366 New
TFF
1723
The Family Firm
Maryland
$228K +$228K +3,370 New
PCMK
1724
Paragon Capital Management (Kansas)
Kansas
$226K – – –
DSAM
1725
Dock Street Asset Management
Florida
$225K -$67.8K -1,000 -23%
67 68
69
70 71