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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 %
AC
851
Addenda Capital
Quebec, Canada
$4.26M -$122K -2,010 -3%
SIA
852
SeaBridge Investment Advisors
New Jersey
$4.24M +$606 +10 +0%
ECM
853
Exchange Capital Management
Michigan
$4.19M +$232K +3,822 +6%
FA
854
FDx Advisors
Illinois
$4.18M -$746K -12,305 -15%
ACM
855
Alpha Capital Management
Texas
$4.15M – – –
RIM
856
Regent Investment Management
Kentucky
$4.15M +$411K +6,785 +11%
ANTB
857
AMG National Trust Bank
Colorado
$4.1M -$82K -1,354 -2%
CIC
858
Carnegie Investment Counsel
Ohio
$4.09M +$387K +6,132 +10%
BWAM
859
Boyd Watterson Asset Management
Ohio
$4.08M -$112K -1,848 -3%
DPIM
860
Duff & Phelps Investment Management
Illinois
$4.07M -$223K -3,680 -5%
LWCFA
861
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.07M -$124K -2,050 -3%
BOC
862
Barbara Oil Co
Illinois
$4.06M – – –
BCMO
863
Buckingham Capital Management (Ohio)
Ohio
$4.06M +$213K +3,521 +6%
GCA
864
Greenwood Capital Associates
South Carolina
$4.03M -$33.9K -559 -0.8%
LAM
865
Lingohr Asset Management
Germany
$4.01M -$4.54M -74,477 -53%
SHGA
866
Sand Hill Global Advisors
California
$4.01M +$125K +2,065 +3%
III
867
Independent Investors Inc
New York
$3.99M -$445K -7,340 -10%
TCA
868
Teewinot Capital Advisers
New York
$3.98M – – –
PFP
869
Pinnacle Financial Partners
Tennessee
$3.95M +$133K +2,192 +3%
MC
870
Moors & Cabot
Massachusetts
$3.93M +$230K +3,805 +6%
EVM
871
Evelyn V. Moreno
$3.93M -$70.6K -1,165 -2%
SGCA
872
Steel Grove Capital Advisors
Tennessee
$3.91M +$3.91M +64,496 New
SDJVC
873
St. Denis J. Villere & Co
Louisiana
$3.9M +$211K +3,490 +6%
SIG
874
Schooner Investment Group
Pennsylvania
$3.9M -$899K -15,000 -19%
UF
875
Univest Financial
Pennsylvania
$3.89M -$164K -2,701 -4%
33 34
35
36 37