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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 %
LCOV
1726
London Company of Virginia
Virginia
$206K -$31.6K -518 -13%
WRM
1727
Weybosset Research & Management
Rhode Island
$205K – – –
NPPM
1728
North Point Portfolio Managers
Ohio
$205K – – –
PCMK
1729
Paragon Capital Management (Kansas)
Kansas
$205K +$1.82K +30 +0.9%
CCMD
1730
Cypress Capital Management (Delaware)
Delaware
$203K – – –
HKIM
1731
Hayek Kallen Investment Management
Alabama
$202K +$202K +3,307 New
FMP
1732
Financial Management Professionals
Texas
$201K – – –
AMG
1733
Asset Management Group
Connecticut
$201K +$1.28K +21 +0.6%
LCM
1734
LVM Capital Management
Michigan
$201K +$9.15K +150 +5%
WI
1735
Wedgewood Investors
Pennsylvania
$200K – – –
VC
1736
Vicus Capital
Pennsylvania
$200K +$16.5K +270 +9%
MBI
1737
Montrusco Bolton Investments
Quebec, Canada
$200K +$200K +3,280 New
AA
1738
ALPS Advisors
Colorado
$200K -$23.9K -39,222 -11%
SIG
1739
Stanford Investment Group
California
$199K – – –
CWM
1740
Cranbrook Wealth Management
Michigan
$192K – – –
VNA
1741
Valley National Advisers
Pennsylvania
$179K -$17.4K -286 -9%
BCB
1742
Brian C. Broderick
$175K – – –
GAM
1743
Gemmer Asset Management
California
$175K +$917 +15 +0.5%
CFA
1744
CT Financial Advisors
Pennsylvania
$168K – – –
LOCC
1745
Lombard Odier & Cie (Canada)
Quebec, Canada
$165K -$366K -6,000 -69%
MCM
1746
MV Capital Management
Maryland
$160K +$33.2K +544 +26%
DLHL
1747
Donald L. Hagan LLC
Florida
$152K +$152K +2,493 New
HF
1748
Hoxton Financial
West Virginia
$149K +$12.2K +200 +9%
FMA
1749
FNY Managed Accounts
New York
$148K +$73.2K +1,200 +98%
SC
1750
SRB Corp
Massachusetts
$148K +$13.6K +223 +10%
68 69
70
71 72