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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 %
EWM
676
Edge Wealth Management
New York
$7.14M +$4.76M +78,160 +200%
AIP
677
Ameritas Investment Partners
Nebraska
$7.14M +$1.79M +29,500 +33%
ACH
678
ArrowMark Colorado Holdings
Colorado
$7.12M -$407K -6,715 -5%
FFBTD
679
First Financial Bank - Trust Division
Ohio
$7.06M +$25K +412 +0.4%
CCM
680
Channing Capital Management
Illinois
$7.04M -$195K -3,213 -3%
FTC
681
Farmers Trust Company
Ohio
$6.99M +$6.98M +115,212 +102,868%
TA
682
TBP Advisors
New York
$6.94M +$17.6K +290 +0.3%
KIA
683
KCM Investment Advisors
California
$6.9M +$172K +2,837 +3%
FWIA
684
Fort Washington Investment Advisors
Ohio
$6.87M +$124K +2,044 +2%
CII
685
Capital International Inc
California
$6.83M -$1.3M -21,407 -16%
SCM
686
Suffolk Capital Management
New York
$6.83M -$487K -8,036 -7%
DIA
687
Denver Investment Advisors
Colorado
$6.82M +$787K +12,991 +13%
HRC
688
Hoertkorn Richard Charles
$6.81M -$90.9K -1,500 -1%
SIC
689
Salem Investment Counselors
North Carolina
$6.79M -$26.6K -439 -0.4%
CI
690
Capital International
California
$6.78M -$1.75M -28,900 -21%
LOCB
691
Lombard Odier & Cie (Bahamas)
Bahamas
$6.75M +$321K +5,300 +5%
DIA
692
Dean Investment Associates
Ohio
$6.71M -$89.8K -1,482 -1%
RC
693
RBO & Co
California
$6.71M +$319K +5,272 +5%
MERSOM
694
Municipal Employees' Retirement System of Michigan
Michigan
$6.69M -$1.24M -20,500 -16%
PP
695
Patten & Patten
Tennessee
$6.67M -$13K -214 -0.2%
BCMNY
696
Buckingham Capital Management (New York)
New York
$6.64M +$49.1K +810 +0.7%
CANC
697
Culbertson A N & Co
Virginia
$6.59M +$483K +7,968 +8%
MC
698
MSF Capital
New York
$6.56M -$206K -3,408 -3%
LIA
699
LS Investment Advisors
Michigan
$6.54M -$10.8M -177,510 -62%
ERIM
700
Eagle Ridge Investment Management
Connecticut
$6.51M -$87.1K -1,438 -1%
26 27
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