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JPMorgan Chase

1,835 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, 791 increasing their positions, 724 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $3.29B | Put options by funds: $2.78B

9% more repeat investments, than reductions

Existing positions increased: 791 | Existing positions reduced: 724

1% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 82

0.12% less ownership

Funds ownership: 75.19%75.07% (-0.12%)

1% less funds holding

Funds holding: 1,8491,835 (-14)

9% less capital invested

Capital invested by funds: $188B → $171B (-$16.8B)

9% less funds holding in top 10

Funds holding in top 10: 477434 (-43)

Holders
1,835
Holders Change
-14
Holders Change %
-0.76%
% of All Funds
51.21%
Holding in Top 10
434
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-9.01%
% of All Funds
12.11%
New
83
Increased
791
Reduced
724
Closed
82
Calls
$3.29B
Puts
$2.78B
Net Calls
+$511M
Net Calls Change
-$608M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1701
Affinity Wealth Management
Delaware
$237K +$3.8K +58 +2%
HF
1702
HRT Financial
New York
$235K
IIC
1703
Ironwood Investment Counsel
Arizona
$232K +$65 +1 +0%
TFF
1704
The Family Firm
Maryland
$232K +$28K +428 +13%
GWS
1705
Glassman Wealth Services
Virginia
$231K
PMAM
1706
Picton Mahoney Asset Management
Ontario, Canada
$231K +$249K +3,800 New
FCMC
1707
Founders Capital Management (Connecticut)
Connecticut
$230K -$3.08K -47 -1%
SFI
1708
SPC Financial Inc
Maryland
$229K -$32.7K -500 -12%
CC
1709
Cornerstone Capital
California
$226K
PG
1710
Proffitt & Goodson
Tennessee
$226K +$243K +3,710 New
BFEC
1711
Benjamin F. Edwards & Company
Missouri
$225K -$294K -4,492 -55%
IC
1712
Intersect Capital
California
$224K -$22.9K -349 -9%
LOT
1713
Lombard Odier Transatlantic
Quebec, Canada
$223K -$1.08M -16,450 -82%
SS
1714
Simplicity Solutions
Minnesota
$223K -$141K -2,149 -37%
SFWA
1715
Summit Financial Wealth Advisors
Louisiana
$223K -$40.9K -625 -15%
VHAM
1716
Van Hulzen Asset Management
California
$223K
MKC
1717
M. Kraus & Co
Vermont
$222K
HPIA
1718
Hamilton Point Investment Advisors
North Carolina
$222K +$238K +3,640 New
BWM
1719
Baystate Wealth Management
Massachusetts
$221K +$44.2K +675 +23%
WA
1720
WealthTrust Axiom
Pennsylvania
$219K
SHWM
1721
Smith & Howard Wealth Management
Georgia
$217K
BBNB
1722
Baker Boyer National Bank
Washington
$216K -$50.9K -777 -18%
CYG
1723
Clean Yield Group
Vermont
$213K -$96.9K -1,480 -31%
CL
1724
Croft-Leominster
Maryland
$213K
VAM
1725
Visionary Asset Management
Texas
$212K -$2.99M -45,702 -93%

JPM Hedge Fund Activity: Q3 2015 in Review

1,835 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2015, worth a combined $171B — down 8.9% from $188B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new JPM positions and 82 closed out — a net gain of 1 holder — while 791 added to existing stakes and 724 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was Credit Suisse, cutting an estimated $379M.

  • 1,835 institutional investors held JPMorgan Chase (JPM) as of Q3 2015, down from 1,849 in Q2 2015.
  • Funds reported $171B of JPMorgan Chase stock for Q3 2015, down 8.9% quarter-over-quarter.
  • 83 funds opened new JPMorgan Chase positions in Q3 2015 and 82 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase buyer in Q3 2015 was Bank of America, an estimated $1.31B added.
  • The largest JPMorgan Chase seller in Q3 2015 was Credit Suisse, an estimated $379M sold.

Based on aggregated 13F filings for Q3 2015.