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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
Waddell & Reed Financial
Kansas
+$667M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$589M
3
Primecap Management
Primecap Management
California
+$296M
4
AAMU
Amundi Asset Management US
Massachusetts
+$232M
5
O
OppenheimerFunds
New York
+$214M

Top Sellers

1
State Street
State Street
Massachusetts
-$514M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$417M
3
BIT
BlackRock Institutional Trust
California
-$366M
4
UBS Group
UBS Group
Switzerland
-$254M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1101
SOL Capital Management
Maryland
$2.38M +$28.8K +425 +1%
BPC
1102
Banque Pictet & Cie
Switzerland
$2.37M -$176K -2,600 -7%
BSB
1103
Bangor Savings Bank
Maine
$2.37M -$124K -1,837 -5%
SCI
1104
S&CO Inc
Massachusetts
$2.35M +$12.9K +190 +0.6%
PWS
1105
Peloton Wealth Strategists
Indiana
$2.35M – – –
CL
1106
CSS LLC
Illinois
$2.34M – – –
HTI
1107
Hikari Tsushin Inc
Japan
$2.33M -$882K -13,020 -27%
CC
1108
Courier Capital
New York
$2.33M -$305K -4,506 -12%
PG
1109
Patten Group
Tennessee
$2.31M -$33.9K -500 -1%
VFA
1110
Voya Financial Advisors
Connecticut
$2.3M +$70K +1,042 +3%
IAMOG
1111
Investors Asset Management of Georgia
Georgia
$2.3M +$1.69K +25 +0.1%
PMG
1112
ProVise Management Group
Florida
$2.3M +$33.5K +495 +1%
SFSIG
1113
San Francisco Sentry Investment Group
California
$2.28M +$10.1K +149 +0.4%
SCM
1114
Sterneck Capital Management
Missouri
$2.27M -$2.08M -30,763 -48%
GKFF
1115
George Kaiser Family Foundation
Oklahoma
$2.27M – – –
IB
1116
Intrust Bank
Kansas
$2.26M -$333K -4,919 -13%
FAB
1117
First American Bank
Illinois
$2.22M +$72.5K +1,070 +3%
HIC
1118
Harvey Investment Company
Kentucky
$2.22M – – –
SI
1119
SII Investments
Wisconsin
$2.2M +$56.5K +834 +3%
AC
1120
Addison Capital
Pennsylvania
$2.2M -$79.6K -1,175 -3%
WCA
1121
Westover Capital Advisors
Delaware
$2.18M +$98.1K +1,448 +5%
CAM
1122
Chesapeake Asset Management
New York
$2.17M -$13.6K -200 -0.6%
SFU
1123
Stonehage Fleming (UK)
United Kingdom
$2.15M – – –
RC
1124
Roundview Capital
New Jersey
$2.15M +$20K +295 +0.9%
QI
1125
QV Investors
Alberta, Canada
$2.15M – – –
43 44
45
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