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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 %
SGDR
801
SPX Gestao de Recursos
Brazil
$4.97M -$2.79M -46,057 -36%
MMCM
802
Marque Millennium Capital Management
New York
$4.96M – – –
VKH
803
Virtu KCG Holdings
New York
$4.96M -$684K -11,295 -12%
AC
804
Argentiere Capital
Switzerland
$4.95M +$4.95M +81,700 New
TCM
805
Tran Capital Management
California
$4.94M -$277K -4,575 -5%
PAG
806
Private Advisor Group
New Jersey
$4.91M +$295K +4,873 +6%
ACI
807
Alpha Cubed Investments
California
$4.88M -$593K -9,796 -11%
CSS
808
Cubist Systematic Strategies
Connecticut
$4.87M +$3.94M +65,005 +423%
WKWM
809
Walter & Keenan Wealth Management
Indiana
$4.82M -$121K -2,000 -2%
VV
810
Verity & Verity
South Carolina
$4.8M -$33.9K -559 -0.7%
PAM
811
PartnerRe Asset Management
Connecticut
$4.79M -$37.6K -620 -0.8%
CRCM
812
Crystal Rock Capital Management
Illinois
$4.79M – – –
CI
813
Constellation Investments
Ohio
$4.78M +$188K +3,100 +4%
SHA
814
Smith Hayes Advisers
Nebraska
$4.78M +$60.2K +993 +1%
AIC
815
Argus Investors Counsel
New York
$4.76M +$186K +3,075 +4%
DWA
816
Douglass Winthrop Advisors
New York
$4.75M +$615K +10,156 +15%
BCM
817
BTC Capital Management
Iowa
$4.68M -$2.27M -37,373 -33%
Mariner
818
Mariner
Kansas
$4.67M +$496K +8,194 +12%
CHAM
819
Clear Harbor Asset Management
Connecticut
$4.65M +$3.12M +51,490 +204%
CA
820
Cornerstone Advisors
North Carolina
$4.62M – – –
CTA
821
Colonial Trust Advisors
South Carolina
$4.62M +$908K +14,996 +24%
OMCS
822
Old Mutual Customised Solutions
South Africa
$4.6M – – –
SIC
823
Sigma Investment Counselors
Michigan
$4.6M -$53.9K -889 -1%
Tudor Investment Corp
824
Tudor Investment Corp
Connecticut
$4.57M +$194K +3,197 +4%
MCMT
825
Moon Capital Management (Tennessee)
Tennessee
$4.56M -$93.7K -1,547 -2%
31 32
33
34 35