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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 %
HC
826
Highmount Capital
New York
$4.56M -$988K -16,315 -18%
CW
827
Cabot-Wellington
Massachusetts
$4.56M -$40.6K -670 -0.9%
BAM
828
Boyar Asset Management
New York
$4.53M -$16.2K -267 -0.4%
PAIM
829
Punch & Associates Investment Management
Minnesota
$4.53M +$489K +8,078 +12%
BMO
830
Beck Mack & Oliver
New York
$4.52M +$318K +5,241 +8%
BAM
831
Burnham Asset Management
New York
$4.5M +$858K +14,155 +24%
SNT
832
Security National Trust
West Virginia
$4.48M -$311K -5,141 -6%
AA
833
Ancora Advisors
Ohio
$4.47M -$3.88M -61,978 Closed
FCT
834
Family Capital Trust
Massachusetts
$4.44M +$34.1K +563 +0.8%
ST
835
Spot Trading
Illinois
$4.42M -$5.33M -88,008 -55%
BHWM
836
Bar Harbor Wealth Management
New Hampshire
$4.42M +$24.6K +406 +0.6%
AC
837
Alley Company
Illinois
$4.41M +$267K +4,404 +6%
DCM
838
Delta Capital Management
New Jersey
$4.39M -$745K -12,300 -15%
MC
839
Mathes Company
New York
$4.39M -$63.6K -1,050 -1%
CIM
840
CenturyLink Investment Management
Colorado
$4.38M -$118K -1,955 -3%
SAM
841
Selway Asset Management
$4.38M +$148K +2,450 +4%
WTB
842
Washington Trust Bank
Washington
$4.36M +$174K +2,872 +4%
SC
843
Schulhoff & Co
Ohio
$4.33M +$18.2K +300 +0.4%
SSB
844
Sandy Spring Bank
Maryland
$4.33M +$132K +2,185 +3%
SWP
845
Stratos Wealth Partners
Ohio
$4.31M +$359K +5,929 +9%
SFS
846
Strategic Financial Services
New York
$4.31M -$30.4K -502 -0.7%
AAM
847
AR Asset Management
California
$4.31M +$948K +15,640 +28%
BIM
848
Bridges Investment Management
Nebraska
$4.29M +$34.8K +575 +0.8%
GCM
849
Garland Capital Management
Washington
$4.28M +$66.6K +1,100 +2%
SAM
850
Security Asset Management
New York
$4.27M +$10.9K +180 +0.3%
32 33
34
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