JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

1,801 hedge funds and large institutions have $166B invested in JPMorgan Chase in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 723 increasing their positions, 748 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,801
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
48.04%
Holding in Top 10
358
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-8.44%
% of All Funds
9.55%
New
96
Increased
723
Reduced
748
Closed
86
Calls
$2.41B
Puts
$2.43B
Net Calls
-$14.3M
Net Calls Change
-$381M

Top Buyers

1
DSA
Davis Selected Advisers
Arizona
+$453M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$400M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$258M
4
Bank of America
Bank of America
North Carolina
+$233M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$220M

Top Sellers

1
State Street
State Street
Massachusetts
-$660M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$561M
3
Wells Fargo
Wells Fargo
California
-$349M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$280M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
476
EP Wealth Advisors
California
$15.2M +$546K +9,015 +4%
KRS
477
Kentucky Retirement Systems
Kentucky
$15.2M -$1.63M -26,938 -10%
FBNAT
478
FirstMerit Bank N.A. Trustee
Ohio
$15.2M -$148K -2,449 -1%
MP
479
MSD Partners
New York
$15.1M – – –
QAM
480
QCI Asset Management
New York
$14.9M +$516K +8,511 +4%
GJL
481
Gendell Jeffrey L
$14.9M +$4.1M +67,630 +38%
CCM
482
Cadence Capital Management
Massachusetts
$14.8M -$388K -6,408 -3%
Balyasny Asset Management
483
Balyasny Asset Management
Illinois
$14.8M +$14.8M +244,819 New
GIM
484
Gyrus Investment Management
Ontario, Canada
$14.8M -$394K -6,510 -3%
CAM
485
Capstone Asset Management
Texas
$14.7M +$311K +5,127 +2%
OH
486
Orbis Holdings
Bermuda
$14.7M +$4.74M +78,194 +48%
Creative Planning
487
Creative Planning
Kansas
$14.6M -$685K -11,302 -4%
ABTD
488
Arvest Bank Trust Division
Oklahoma
$14.4M +$126K +2,074 +0.9%
SRC
489
Shufro Rose & Co
New York
$14.3M -$118K -1,950 -0.8%
CPSAC
490
Chas P. Smith & Associates (CPS)
Florida
$14.3M +$209K +3,442 +1%
MI
491
Markston International
New York
$14.2M -$767K -12,659 -5%
LTFS
492
Ladenburg Thalmann Financial Services
Florida
$14.2M +$3.47M +57,323 +32%
Rafferty Asset Management
493
Rafferty Asset Management
New York
$14M +$7.18M +118,478 +106%
CG
494
Colony Group
Massachusetts
$13.9M -$526K -8,677 -4%
FRM
495
Fore Research & Management
New York
$13.9M +$13.9M +230,000 New
Carson Wealth (CWM LLC)
496
Carson Wealth (CWM LLC)
Nebraska
$13.8M -$327K -5,390 -2%
BCM
497
Brookmont Capital Management
Texas
$13.7M +$1.57M +25,940 +13%
ZA
498
Zweig Advisers
Connecticut
$13.7M – – –
RMA
499
Roffman Miller Associates
Pennsylvania
$13.5M +$167K +2,760 +1%
KWILP
500
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.5M -$6.79M -112,017 -33%
18 19
20
21 22