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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 %
FAAS
751
First Allied Advisory Services
California
$5.78M +$692K +11,445 +14%
FNB
752
First Niagara Bank
New York
$5.76M -$214K -3,539 -4%
FMT
753
First Mercantile Trust
Tennessee
$5.73M -$4.24M -69,995 -43%
ST
754
Sentinel Trust
Texas
$5.72M +$337K +5,570 +6%
CCC
755
Cincinnati Casualty Company
Ohio
$5.63M – – –
CSUI
756
Cincinnati Specialty Underwriters Insurance
Ohio
$5.63M – – –
OSNBOA
757
Old Second National Bank of Aurora
Illinois
$5.63M +$180K +2,970 +3%
SSWM
758
Smith Salley Wealth Management
North Carolina
$5.62M -$1.55M -25,632 -22%
PRA
759
Parametric Risk Advisors
Connecticut
$5.61M +$521K +8,600 +10%
RAM
760
Riggs Asset Management
Pennsylvania
$5.61M -$69.2K -1,142 -1%
EIM
761
Emerson Investment Management
Massachusetts
$5.58M +$1.7K +28 +0%
WBG
762
Wharton Business Group
Pennsylvania
$5.57M -$279K -4,605 -5%
CTA
763
Chesley Taft & Associates
Illinois
$5.55M -$121K -2,005 -2%
PI
764
PineBridge Investments
New York
$5.55M -$333K -5,493 -6%
MCM
765
Murphy Capital Management
New Jersey
$5.52M +$323K +5,338 +6%
MSU
766
Maple Securities USA
New Jersey
$5.51M +$177K +2,915 +3%
ICM
767
ICC Capital Management
Florida
$5.49M +$934K +15,423 +21%
BCM
768
Bourgeon Capital Management
Connecticut
$5.45M -$57.5K -949 -1%
VC
769
V2 Capital
Illinois
$5.45M +$5.45M +89,972 New
CCM
770
Compton Capital Management
Rhode Island
$5.45M +$8.36K +138 +0.2%
QI
771
Quotient Investors
New York
$5.43M +$1.07M +17,600 +24%
ATC
772
Argent Trust Company
Louisiana
$5.42M +$24.6K +406 +0.5%
PTC
773
Private Trust Company
Ohio
$5.4M +$2.04M +33,669 +61%
BAC
774
Boys Arnold & Co
North Carolina
$5.39M -$2.91K -48 -0.1%
Parallax Volatility Advisers
775
Parallax Volatility Advisers
California
$5.38M -$3.2M -52,899 -37%
29 30
31
32 33