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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 %
GLA
526
Great Lakes Advisors
Illinois
$12.5M -$1.65M -27,282 -12%
HCMNY
527
Howard Capital Management (New York)
New York
$12.5M +$126K +2,088 +1%
GLRA
528
Gerald L. Ray & Associates
Texas
$12.5M +$2.42K +40 +0%
DDPIC
529
Deroy & Devereaux Private Investment Counsel
Michigan
$12.4M +$368K +6,082 +3%
RJT
530
Raymond James Trust
Florida
$12.4M -$722K -11,923 -5%
Jones Financial Companies
531
Jones Financial Companies
Missouri
$12.3M +$66.6K +1,100 +0.5%
BCM
532
BlueCrest Capital Management
Jersey
$12.3M +$12.3M +203,522 New
BCM
533
BTR Capital Management
California
$12.3M +$1.58M +26,028 +15%
WTC
534
WhitTier Trust Company
Nevada
$12.2M +$100K +1,657 +0.8%
SYBT
535
Stock Yards Bank & Trust
Kentucky
$12M +$5.27M +86,959 +78%
FWCM
536
Ferguson Wellman Capital Management
Oregon
$11.9M -$5.67M -93,661 -32%
BSPF
537
British Steel Pension Fund
United Kingdom
$11.8M – – –
Mirae Asset Global Investments
538
Mirae Asset Global Investments
South Korea
$11.8M +$869K +14,351 +8%
NB
539
NBT Bank
New York
$11.7M -$165K -2,719 -1%
CSC
540
Cove Street Capital
California
$11.7M +$59.1K +975 +0.5%
FBP
541
Flippin Bruce & Porter
Virginia
$11.6M -$49.7K -820 -0.4%
PFC
542
Phocas Financial Corp
California
$11.6M -$446K -7,365 -4%
PDN
543
Pensionfund DSM Netherlands
Netherlands
$11.6M -$473K -7,800 -4%
PCM
544
Palisade Capital Management
New Jersey
$11.5M +$51.8K +855 +0.5%
CANY
545
Caxton Associates (New York)
New York
$11.5M +$7.43M +122,650 +183%
BOTW
546
Bank of the West
California
$11.3M +$985K +16,255 +10%
LCP
547
Lombardia Capital Partners
California
$11.2M -$1.8M -29,637 -14%
RBA
548
Richard Bernstein Advisors
New York
$11.2M – – –
EA
549
Euclid Advisors
Connecticut
$11.2M -$106M -1,753,560 -90%
TCM
550
Twin Capital Management
Pennsylvania
$11.2M +$1.89M +31,220 +20%
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