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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 %
SI
1751
Sentry Investments
Ontario, Canada
$143K +$4.66K +76,400 +3%
RFA
1752
Reilly Financial Advisors
California
$138K +$18.7K +308 +16%
CFSG
1753
Community Financial Services Group
Vermont
$132K – – –
TSU
1754
TD Securities (USA)
New York
$129K -$91.6M -1,500,860 -100%
HTHT
1755
Hemenway Trust Hemenway Trust
New Hampshire
$122K – – –
MSFP
1756
Mark Sheptoff Financial Planning
Connecticut
$122K +$24K +394 +24%
BBPWM
1757
Blue Bell Private Wealth Management
Pennsylvania
$121K – – –
TCM
1758
Tradewinds Capital Management
Washington
$118K -$856 -14 -0.7%
LWA
1759
Lenox Wealth Advisors
New York
$117K +$30.6K +502 +35%
PCTC
1760
Perkins Coie Trust Company
Washington
$116K -$22.3K -365 -16%
KLWA
1761
Kelly Lawrence W & Associates
California
$110K – – –
SGC
1762
South Georgia Capital
Illinois
$106K -$104K -1,700 -50%
TCM
1763
Tanaka Capital Management
New York
$105K – – –
AWS
1764
Aris Wealth Services
Pennsylvania
$101K -$761K -12,458 -88%
HCP
1765
Holt Capital Partners
Texas
$99K – – –
HCM
1766
Horrell Capital Management
Arkansas
$96K – – –
CAL
1767
Capital Advisors Ltd
Ohio
$89K -$32.2K -530 -27%
Twin Tree Management
1768
Twin Tree Management
Texas
$86K -$1.78M -29,067 -95%
MUS
1769
Mitsubishi UFJ Securities
Japan
$84K -$11.6K -190 -12%
AF
1770
Allworth Financial
California
$84K +$183 +3 +0.2%
TFO
1771
Tarbox Family Office
California
$82K +$667 +11 +0.8%
TWMP
1772
Taylor Wealth Management Partners
Massachusetts
$79K -$25.8K -425 -25%
PCC
1773
Park Circle Company
Maryland
$79K – – –
TDC
1774
Thompson Davis & Co
Virginia
$77K +$1.89K +31 +3%
LYV
1775
Live Your Vision
Pennsylvania
$76K +$76K +1,254 New
69 70
71
72 73