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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 %
PIM
1826
Parasol Investment Management
Illinois
$17K -$19.4K -281 -53%
PO
1827
Private Ocean
California
$14K +$70 +1 +0.5%
UFA
1828
US Financial Advisors
Massachusetts
$12K -$12K -170 -50%
CIM
1829
Cambria Investment Management
California
$12K +$9.86K +147 +459%
AT
1830
Arden Trust
Delaware
$11.1K +$177 +2,619 +2%
TIM
1831
Tortoise Investment Management
New York
$11K – – –
LM
1832
Lincluden Management
Ontario, Canada
$10.6K -$930 -13,730 -8%
OSAM
1833
O'Shaughnessy Asset Management
Connecticut
$9K +$1.8K +28 +25%
PRS
1834
Pinkerton Retirement Specialists
Idaho
$9K +$9K +134 New
DP
1835
DSAM Partners
United Kingdom
$8.25K +$8.25K +121,678 New
TCM
1836
TD Capital Management
Tennessee
$7K – – –
WBG
1837
Wharton Business Group
Pennsylvania
$6.21K -$28 -420 -0.5%
RBC
1838
Roble Belko & Company
Pennsylvania
$4K – – –
BCMIO
1839
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
LWA
1840
Lowe Wealth Advisors
Maryland
$3K – – –
BWFA
1841
Baltimore-Washington Financial Advisors
Maryland
$3K – – –
1GA
1842
1st Global Advisors
Texas
$2.56K -$25 -366 -1%
FHC
1843
First Heartland Consultants
Missouri
$1.76K +$4 +61 +0.2%
SMG
1844
Spectrum Management Group
Indiana
$1K – – –
NMIS
1845
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +21 New
SCP
1846
Syntal Capital Partners
Texas
$17 – – –
HL
1847
Harding Loevner
New Jersey
– -$167M -2,758,617 Closed
Citadel Advisors
1848
Citadel Advisors
Florida
– -$144M -2,382,836 Closed
HHC
1849
Hutchin Hill Capital
New York
– -$42.4M -700,000 Closed
AF
1850
Ally Financial
Michigan
– -$15.8M -260,000 Closed
72 73
74
75 76