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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 %
CA
701
Callahan Advisors
Texas
$6.5M +$379K +6,259 +6%
Fuller & Thaler Asset Management
702
Fuller & Thaler Asset Management
California
$6.49M +$1.57M +25,900 +32%
CNBT
703
Canandaigua National Bank & Trust
New York
$6.49M -$153K -2,526 -2%
First Manhattan
704
First Manhattan
New York
$6.47M -$10.7K -177 -0.2%
SAG
705
Sterne Agee Group
Alabama
$6.44M -$2.37K -39 -0%
FAT
706
First American Trust
California
$6.43M -$49.3K -814 -0.8%
RP
707
Reinhart Partners
Wisconsin
$6.41M +$85.9K +1,418 +1%
CA
708
Continental Advisors
Utah
$6.4M -$1.33M -22,000 -17%
PIC
709
Portland Investment Counsel
Ontario, Canada
$6.4M +$1.02M +16,900 +19%
FMBTD
710
First Midwest Bank Trust Division
Illinois
$6.36M +$13.3K +220 +0.2%
BCM
711
Bluefin Capital Management
New York
$6.34M -$55.9M -923,065 -90%
CC
712
ClearArc Capital
Ohio
$6.31M -$714K -11,791 -10%
GMIM
713
General Motors Investment Management
New York
$6.3M -$1.54M -25,385 -20%
WF
714
WealthTrust Fairport
Ohio
$6.29M -$204K -3,370 -3%
HIM
715
Hermes Investment Management
United Kingdom
$6.28M +$836K +13,800 +15%
JIC
716
Johnson Investment Counsel
Ohio
$6.28M +$754K +12,453 +14%
PI
717
Pettee Investors
Connecticut
$6.27M – – –
GIM
718
Grassi Investment Management
California
$6.26M +$303 +5 +0%
TBA
719
Tower Bridge Advisors
Pennsylvania
$6.22M -$1.91M -31,611 -24%
DP
720
Dearborn Partners
Illinois
$6.19M -$1.59M -26,175 -20%
TH
721
Timber Hill
Connecticut
$6.19M +$4.59M +75,743 +287%
AB
722
AT Bancorp
Iowa
$6.15M +$2.47M +40,855 +67%
MCA
723
Metropolitan Capital Advisors
New York
$6.13M -$53K -875 -0.9%
SC
724
SouthState Corp
Florida
$6.11M -$1.05M -17,369 -15%
IC
725
InterOcean Capital
Illinois
$6.1M +$1.01M +16,600 +20%
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