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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 %
AHS
776
Aspiriant Holdings S3
California
$5.35M -$1.3M -21,515 -20%
BONST
777
Bank of Nova Scotia Trust
Ontario, Canada
$5.32M -$97.1K -1,603 -2%
EWM
778
Evercore Wealth Management
New York
$5.31M -$319K -5,261 -6%
MSU
779
Mizuho Securities USA
New York
$5.3M -$1.67M -27,530 -24%
KFC
780
Klingenstein Fields & Co
New York
$5.29M -$280K -4,615 -5%
CT
781
Chicago Trust
Illinois
$5.29M +$5.29M +87,323 New
MC
782
Martin & Co
Tennessee
$5.28M +$18.2K +300 +0.3%
EB
783
Eastern Bank
Massachusetts
$5.27M -$360K -5,946 -6%
ACM
784
Apex Capital Management
Ohio
$5.27M -$313K -5,172 -6%
BO
785
BRR OpCo
Ohio
$5.2M +$21.4K +354 +0.4%
AF
786
Arrow Financial
New York
$5.17M -$68.2K -1,126 -1%
P
787
Pitcairn
Pennsylvania
$5.13M -$165K -2,731 -3%
HC
788
Hosking & Co
Ireland
$5.13M +$297K +4,901 +6%
MYAM
789
Meiji Yasuda Asset Management
Japan
$5.12M -$295K -4,865 -5%
NCM
790
Narwhal Capital Management
Georgia
$5.12M +$33.3K +550 +0.7%
LD
791
Lipe & Dalton
New York
$5.11M -$99K -1,635 -2%
FNFDCM
792
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.1M +$50.2K +829 +1%
RJA
793
Robshaw & Julian Associates
New York
$5.08M +$287K +4,800 +6%
DLG
794
Daniel L. Goodwin
$5.07M – – –
M
795
MOTCO
Texas
$5.07M -$390K -6,435 -7%
HVIA
796
Hudson Valley Investment Advisors
New York
$5.05M +$205K +3,378 +4%
MC
797
MRJ Capital
New York
$5.05M +$400K +6,600 +9%
ANBT
798
American National Bank & Trust
Texas
$5.01M +$27.1K +448 +0.5%
OWD
799
Osborn Williams & Donohoe
Ohio
$4.99M +$402K +6,633 +9%
AWCI
800
Alpine Woods Capital Investors
New York
$4.97M -$351K -5,800 -7%
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