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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 %
TIP
1751
Torray Investment Partners
Maryland
$206K +$206K +3,036 New
BRWM
1752
B. Riley Wealth Management
Tennessee
$205K -$67.4K -999 -25%
VC
1753
Vicus Capital
Pennsylvania
$204K -$27.9K -412 -12%
RCWMU
1754
Rothschild & Co Wealth Management (UK)
United Kingdom
$203K -$291K -4,300 -59%
DMC
1755
Drexel Morgan & Co
Pennsylvania
$203K +$203K +3,000 New
CM
1756
Cornerstone Management
Georgia
$202K +$202K +2,987 New
BWM
1757
Baystate Wealth Management
Massachusetts
$200K +$200K +2,957 New
CCS
1758
Crosspoint Capital Strategies
California
$197K -$4.88K -72 -2%
BCB
1759
Brian C. Broderick
$195K -$57.5K -846 -23%
GAM
1760
Gemmer Asset Management
California
$193K -$6.57K -97 -3%
CFA
1761
CT Financial Advisors
Pennsylvania
$187K – – –
SI
1762
Sentry Investments
Ontario, Canada
$154K +$3.12K +46,100 +2%
PCTC
1763
Perkins Coie Trust Company
Washington
$153K -$6.76K -100 -4%
HF
1764
Hoxton Financial
West Virginia
$152K – – –
SC
1765
SRB Corp
Massachusetts
$149K -$44.9K -663 -23%
CFSG
1766
Community Financial Services Group
Vermont
$146K +$67.6K +1,000 +86%
MCM
1767
MV Capital Management
Maryland
$141K +$25.7K +379 +22%
HTHT
1768
Hemenway Trust Hemenway Trust
New Hampshire
$136K -$25.8K -380 -16%
CAL
1769
Capital Advisors Ltd
Ohio
$135K +$41.7K +617 +45%
BBPWM
1770
Blue Bell Private Wealth Management
Pennsylvania
$134K – – –
RFA
1771
Reilly Financial Advisors
California
$133K -$1.83K -27 -1%
TCM
1772
Tradewinds Capital Management
Washington
$132K +$70.8K +1,042 +116%
SC
1773
Saturna Capital
Washington
$131K -$47.3K -700 -27%
KLWA
1774
Kelly Lawrence W & Associates
California
$122K – – –
TCM
1775
Tanaka Capital Management
New York
$117K – – –
69 70
71
72 73