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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 %
TB
726
Terril Brothers
Missouri
$6.09M +$18.5K +304 +0.3%
BBA
727
BLB&B Advisors
Pennsylvania
$6.08M +$352K +5,805 +6%
DY
728
Dowling & Yahnke
California
$6.04M +$31.6K +521 +0.5%
SWM
729
SVA Wealth Management
Wisconsin
$6.04M +$4.08M +67,403 +209%
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$6.02M +$3.43M +56,548 +132%
BC
731
Bartlett & Co
Ohio
$5.99M -$180K -2,970 -3%
AHB
732
Abner Herrman & Brock
New Jersey
$5.99M -$5.15K -85 -0.1%
LPC
733
Loeb Partners Corp
New York
$5.98M -$515K -8,500 -8%
OCM
734
Oakwood Capital Management
California
$5.97M +$129K +2,122 +2%
DG
735
Davidson & Garrard
Virginia
$5.93M +$115K +1,906 +2%
TCOV
736
Trust Company of Vermont
Vermont
$5.92M +$180K +2,977 +3%
IFB
737
iAB Financial Bank
Indiana
$5.92M +$154K +2,550 +3%
WRM
738
Westport Resources Management
Connecticut
$5.9M +$136K +2,247 +2%
FM
739
Foster & Motley
Ohio
$5.9M +$960K +15,854 +19%
CWM
740
Calamos Wealth Management
Illinois
$5.88M +$444K +7,331 +8%
CTC
741
Central Trust Company
Missouri
$5.88M -$92.9K -1,533 -2%
MYLI
742
Meiji Yasuda Life Insurance
Japan
$5.86M -$662K -10,929 -10%
CBOR
743
Community Bank of Raymore
Missouri
$5.85M +$11.2K +185 +0.2%
CIS
744
Connors Investor Services
Pennsylvania
$5.84M +$447K +7,380 +8%
YP
745
Yellowstone Partners
Idaho
$5.81M +$409K +6,753 +8%
FMII
746
Farmers & Merchants Investments Inc
Nebraska
$5.81M +$159K +2,631 +3%
WAM
747
Wolverine Asset Management
Illinois
$5.8M +$5.14M +84,787 +774%
EOJOAM
748
E. Ohman J:or Asset Management
Sweden
$5.8M +$563K +9,300 +11%
CAN
749
Cetera Advisor Networks
California
$5.79M +$33.6K +557 +0.6%
AAM
750
Advisors Asset Management
Colorado
$5.78M -$122K -2,008 -2%
28 29
30
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