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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 %
TWMP
1776
Taylor Wealth Management Partners
Massachusetts
$117K +$40.7K +600 +53%
HCP
1777
Holt Capital Partners
Texas
$110K – – –
MSFP
1778
Mark Sheptoff Financial Planning
Connecticut
$109K +$68 +1 +0.1%
HCM
1779
Horrell Capital Management
Arkansas
$106K – – –
MUS
1780
Mitsubishi UFJ Securities
Japan
$106K +$61.4K +910 +138%
LWA
1781
Lenox Wealth Advisors
New York
$96K – – –
AF
1782
Allworth Financial
California
$93K -$8.55K -126 -8%
TFO
1783
Tarbox Family Office
California
$91K – – –
GI
1784
Gradient Investments
Minnesota
$90K +$32.5K +479 +56%
PCC
1785
Park Circle Company
Maryland
$88K – – –
CAM
1786
ClariVest Asset Management
California
$85K +$15.1K +222 +22%
FMA
1787
FNY Managed Accounts
New York
$83.3K -$933K -13,771 -92%
TDC
1788
Thompson Davis & Co
Virginia
$83K +$18.8K +279 +29%
SCA
1789
Strategic Capital Alternatives
United States
$83K +$83K +1,232 New
TCCM
1790
Timber Creek Capital Management
Massachusetts
$82K – – –
AA
1791
AlphaMark Advisors
Kentucky
$72K – – –
MJP
1792
Michael J. Puzo
$70K – – –
AAC
1793
Asset Advisors Corp
Georgia
$70K – – –
Nuveen Asset Management
1794
Nuveen Asset Management
Illinois
$68.3K +$4.72K +69,713 +7%
FWC
1795
First Washington Corp
Washington
$68K – – –
VCM
1796
Vigilant Capital Management
Maine
$68K – – –
BC
1797
Blackhill Capital
New Jersey
$68K – – –
F
1798
FolioMetrix
Nebraska
$66K -$34.7K -650 -34%
TFA
1799
Transamerica Financial Advisors
Florida
$65K – – –
WCM
1800
Wealthcare Capital Management
Virginia
$63K -$121K -1,789 -66%
70 71
72
73 74