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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 %
CCMD
1726
Cypress Capital Management (Delaware)
Delaware
$225K +$225K +3,322 New
FMP
1727
Financial Management Professionals
Texas
$223K -$21.6K -319 -9%
WI
1728
Wedgewood Investors
Pennsylvania
$223K +$223K +3,284 New
UBV
1729
United Bank (Virginia)
Virginia
$222K +$222K +3,273 New
AMG
1730
Asset Management Group
Connecticut
$222K +$222K +3,274 New
SIG
1731
Stanford Investment Group
California
$221K – – –
TBA
1732
Train Babcock Advisors
New York
$220K +$220K +3,250 New
RIA
1733
Regal Investment Advisors
Michigan
$219K -$26.5K -391 -11%
VNA
1734
Valley National Advisers
Pennsylvania
$219K +$543 +8 +0.2%
NG
1735
Northstar Group
New York
$219K +$219K +3,237 New
VIMU
1736
Veritas Investment Management (UK)
United Kingdom
$218K – – –
TRCT
1737
Tower Research Capital (TRC)
New York
$217K +$67.8K +1,000 +45%
LI
1738
LVZ Inc
Michigan
$215K +$215K +3,099 New
RG
1739
Renaissance Group
Kentucky
$215K +$215K +3,177 New
EA
1740
Elm Advisors
California
$215K +$215K +3,180 New
CWM
1741
Cranbrook Wealth Management
Michigan
$214K -$124K -1,832 -37%
EWMCB
1742
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$213K -$30K -442 -12%
SRSA
1743
S.R. Schill & Associates
Washington
$213K +$213K +3,140 New
LCM
1744
LVM Capital Management
Michigan
$213K +$213K +3,144 New
RHBC
1745
R.H. Bluestein & Co
Michigan
$211K +$211K +3,110 New
TCOO
1746
Trust Company of Oklahoma
Oklahoma
$210K +$210K +3,100 New
NA
1747
Nottingham Advisors
New York
$208K +$208K +3,063 New
CTC (Chicago Trading Company)
1748
CTC (Chicago Trading Company)
Illinois
$208K +$208K +3,099 New
RTS
1749
Round Table Services
New Jersey
$207K +$207K +3,061 New
VIA
1750
Vantage Investment Advisors
Pennsylvania
$206K -$164K -2,410 -44%
68 69
70
71 72