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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 %
AL
1876
Aspiriant LLC
California
– -$526K -7,762 Closed
B
1877
Bailard
California
– -$507K -7,483 Closed
CAM
1878
Concorde Asset Management
Michigan
– -$485K -7,358 Closed
DIP
1879
DT Investment Partners
Pennsylvania
– -$481K -7,094 Closed
QSS
1880
Quantitative Systematic Strategies
Florida
– -$399K -5,939 Closed
LS
1881
Lupo Securities
Illinois
– -$339K -5,000 Closed
PHAM
1882
Palisades Hudson Asset Management
Florida
– -$338K -4,994 Closed
AAM
1883
Autus Asset Management
Arizona
– -$323K -4,753 Closed
AWA
1884
AmeriServ Wealth Advisors
Pennsylvania
– -$308K -4,553 Closed
PFA
1885
Pure Financial Advisors
California
– -$269K -3,972 Closed
RMC
1886
Regis Management Company
California
– -$247K -3,638 Closed
EAM
1887
Evanson Asset Management
California
– -$243K -3,585 Closed
FNBOH
1888
First National Bank of Hutchinson
Kansas
– -$248K -3,571 Closed
QCM
1889
Quadrant Capital Management
New Jersey
– -$241K -3,551 Closed
SAS
1890
Spectrum Advisory Services
Georgia
– -$239K -3,532 Closed
CRC
1891
Curi RMB Capital
Illinois
– -$237K -3,496 Closed
DSAM
1892
Dock Street Asset Management
Florida
– -$225K -3,319 Closed
UBV
1893
United Bank (Virginia)
Virginia
– -$222K -3,273 Closed
TBA
1894
Train Babcock Advisors
New York
– -$220K -3,250 Closed
NG
1895
Northstar Group
New York
– -$219K -3,237 Closed
TRCT
1896
Tower Research Capital (TRC)
New York
– -$217K -3,200 Closed
EA
1897
Elm Advisors
California
– -$215K -3,180 Closed
RG
1898
Renaissance Group
Kentucky
– -$215K -3,177 Closed
SRSA
1899
S.R. Schill & Associates
Washington
– -$213K -3,140 Closed
EWMCB
1900
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$213K -3,137 Closed
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