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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 %
EA
1876
Emerald Advisers
Pennsylvania
– -$1.17M -18,590 Closed
PAM
1877
Princeton Alpha Management
New Jersey
– -$1.02M -16,904 Closed
JCM
1878
Janney Capital Management
Pennsylvania
– -$900K -14,863 Closed
AL
1879
Airain Ltd
Guernsey
– -$696K -11,489 Closed
WWM
1880
Willingdon Wealth Management
North Carolina
– -$683K -11,269 Closed
CG
1881
Clinton Group
New York
– -$622K -10,272 Closed
UMA
1882
USA Mutuals Advisors
Texas
– -$606K -10,000 Closed
ACM
1883
Aviance Capital Management
Florida
– -$520K -8,584 Closed
PHK
1884
Point72 Hong Kong
Hong Kong
– -$489K -8,069 Closed
TSS
1885
Two Sigma Securities
New York
– -$487K -8,041 Closed
Two Sigma Advisers
1886
Two Sigma Advisers
New York
– -$480K -7,917 Closed
NIT
1887
NumerixS Investment Technologies
British Columbia, Canada
– -$473K -7,800 Closed
DAS
1888
Dynamic Advisor Solutions
Arizona
– -$424K -7,001 Closed
MBI
1889
Montrusco Bolton Investments
Quebec, Canada
– -$422K -6,970 Closed
RGNCM
1890
R.G. Niederhoffer Capital Management
New York
– -$400K -6,600 Closed
KAH
1891
Kathryn A. Hall
– -$376K -6,200 Closed
AIM
1892
Assured Investment Management
New York
– -$364K -6,016 Closed
SC
1893
Saiers Capital
New York
– -$364K -6,009 Closed
HCM
1894
Hengehold Capital Management
Ohio
– -$344K -5,680 Closed
Verition Fund Management
1895
Verition Fund Management
Connecticut
– -$343K -5,654 Closed
ZCA
1896
Zeke Capital Advisors
Pennsylvania
– -$338K -5,576 Closed
PCM
1897
Prelude Capital Management
New York
– -$327K -5,400 Closed
SC
1898
Scholtz & Company
Connecticut
– -$298K -4,920 Closed
JGUA
1899
John G. Ullman & Associates
New York
– -$268K -4,422 Closed
CCC
1900
Chelsea Counsel Company
California
– -$206K -3,401 Closed
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