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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 %
CEI
626
Clark Estates Inc
New York
$8.33M +$727K +12,000 +10%
BIA
627
Biondo Investment Advisors
Pennsylvania
$8.27M +$362K +5,978 +5%
AC
628
AFAM Capital
Texas
$8.23M -$19.8K -326 -0.2%
NSEDCP
629
NJ State Employees Deferred Compensation Plan
New Jersey
$8.18M – – –
WMSA
630
Weiss Multi-Strategy Advisers
New York
$8.18M +$8.18M +135,000 New
AHC
631
Adell Harriman & Carpenter
Texas
$8.13M +$14.4K +238 +0.2%
JEW
632
Jamison Eaton & Wood
New Jersey
$8.1M +$170K +2,805 +2%
CIP
633
Convergence Investment Partners
Florida
$8.07M -$4.75M -78,419 -37%
TCM
634
Tradition Capital Management
New Jersey
$8.07M +$45.4K +750 +0.6%
NB
635
Norinchukin Bank
Japan
$8.02M +$141K +2,328 +2%
FNBT
636
FineMark National Bank & Trust
Florida
$8.01M +$727K +11,999 +10%
CCP
637
Clough Capital Partners
Massachusetts
$7.99M +$7.99M +131,900 New
SI
638
Stephens Inc
Arkansas
$7.79M +$96.5K +1,593 +1%
FHA
639
First Horizon Advisors
Tennessee
$7.79M +$304K +5,014 +4%
Cambridge Investment Research Advisors
640
Cambridge Investment Research Advisors
Iowa
$7.78M -$347K -5,723 -4%
NEAM
641
New England Asset Management
Connecticut
$7.74M +$867K +14,314 +13%
SAM
642
Silvercrest Asset Management
New York
$7.71M +$694K +11,464 +10%
NRS
643
Neville Rodie & Shaw
New York
$7.67M -$174K -2,876 -2%
VIP
644
Vantage Investment Partners
Missouri
$7.67M – – –
PWM
645
Patriot Wealth Management
Texas
$7.63M +$235K +3,886 +3%
OMC
646
Overbrook Management Corp
New York
$7.6M +$334K +5,514 +5%
CIA
647
Choate Investment Advisors
Massachusetts
$7.57M -$62.6K -1,034 -0.8%
ACM
648
Advisors Capital Management
New Jersey
$7.57M +$416K +6,866 +6%
CCFCSB
649
Cape Cod Five Cents Savings Bank
Massachusetts
$7.56M -$117K -1,925 -2%
VW
650
Vantage Wealth
California
$7.53M +$449K +7,415 +6%
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