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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 %
JG
601
Jefferies Group
New York
$9.03M -$6.42M -105,979 -42%
SM
602
Stratton Management
Pennsylvania
$9.03M -$4.24K -70 -0%
CCT
603
Chemung Canal Trust
New York
$9.02M -$324K -5,342 -3%
CI
604
Conning Inc
Connecticut
$8.93M -$38.2K -630 -0.4%
TMAM
605
Tokio Marine Asset Management
Japan
$8.81M -$1.44M -23,851 -14%
BPB
606
Badgley, Phelps & Bell
Washington
$8.81M -$127K -2,089 -1%
TAM
607
Taurus Asset Management
New York
$8.81M +$1.45K +24 +0%
DBT
608
Dubuque Bank & Trust
Iowa
$8.78M -$1.81M -29,861 -17%
GC
609
Guardian Capital
Ontario, Canada
$8.75M -$6.92M -114,307 -44%
WAM
610
Wilsey Asset Management
California
$8.74M -$208K -3,434 -2%
Northwestern Mutual Wealth Management
611
Northwestern Mutual Wealth Management
Wisconsin
$8.74M -$208K -3,432 -2%
SAMNY
612
Samsung Asset Management (New York)
New York
$8.66M +$167K +2,760 +2%
HFS
613
Haverford Financial Services
Pennsylvania
$8.63M -$62.3K -1,030 -0.7%
CW
614
Cobiz Wealth
Colorado
$8.62M -$191K -3,146 -2%
TYCC
615
Texas Yale Capital Corp
Florida
$8.6M -$430K -7,102 -5%
AP
616
Appleton Partners
Massachusetts
$8.53M -$535K -8,830 -6%
WB
617
Webster Bank
Connecticut
$8.49M +$151K +2,498 +2%
CB
618
Chemical Bank
Michigan
$8.49M +$158K +2,600 +2%
PCM
619
Parsons Capital Management
Rhode Island
$8.48M -$6.06K -100 -0.1%
TAM
620
Tocqueville Asset Management
New York
$8.48M -$84.9K -1,401 -1%
CA
621
Cullinan Associates
Kentucky
$8.46M -$25.1K -415 -0.3%
EML
622
Eos Management LP
New York
$8.46M – – –
FBC
623
Fairfield, Bush & Co
Connecticut
$8.38M -$53.9K -889 -0.6%
ACM
624
Azimuth Capital Management
Michigan
$8.37M +$573K +9,464 +7%
PP
625
PDT Partners
New York
$8.34M +$8.34M +137,632 New
23 24
25
26 27