JPM icon

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 %
SCM
876
Sterneck Capital Management
Missouri
$3.89M +$5.15K +85 +0.1%
TF
877
Tompkins Financial
New York
$3.88M +$85.8K +1,416 +2%
KCMRT
878
Kemper Corp Master Retirement Trust
Illinois
$3.88M – – –
MA
879
Montag & Associates
Georgia
$3.87M -$7.81K -129 -0.2%
SCA
880
Stieven Capital Advisors
Missouri
$3.86M -$6.06K -100 -0.2%
CFA
881
Capstone Financial Advisors
Illinois
$3.86M +$36K +594 +0.9%
FSC
882
Fiduciary Services Corp
Georgia
$3.84M +$10.2K +168 +0.3%
NCM
883
Nelson Capital Management
California
$3.83M +$35.9K +593 +0.9%
RA
884
Rational Advisors
New York
$3.82M -$466K -7,688 -11%
EFS
885
Essex Financial Services
Connecticut
$3.81M -$12.2K -201 -0.3%
ECM
886
Evergreen Capital Management
Washington
$3.8M +$1.52K +25 +0%
DT
887
Diversified Trust
Tennessee
$3.8M +$825K +13,622 +28%
JAM
888
Jolley Asset Management
North Carolina
$3.79M -$49.2K -812 -1%
DLCIG
889
D.L. Carlson Investment Group
New Hampshire
$3.75M -$18.5K -306 -0.5%
SCA
890
Stonebridge Capital Advisors
Minnesota
$3.72M +$315K +5,200 +9%
LA
891
LVW Advisors
New York
$3.7M +$78.4K +1,294 +2%
CRM
892
Cramer Rosenthal McGlynn
Connecticut
$3.69M -$11.7M -192,520 -76%
NCMW
893
Northern Capital Management (Wisconsin)
Wisconsin
$3.69M +$141K +2,320 +4%
MAM
894
Martingale Asset Management
Massachusetts
$3.68M +$130K +2,147 +4%
ISB
895
Iowa State Bank
Iowa
$3.65M +$49.7K +820 +1%
COI
896
Connable Office Inc
Michigan
$3.65M +$896K +14,790 +33%
PGIM
897
Pacific Global Investment Management
California
$3.65M -$19K -313 -0.5%
IPC
898
Independent Portfolio Consultants
Florida
$3.64M -$98.3K -1,623 -3%
HAI
899
Hennessy Advisors Inc
California
$3.64M -$4.13M -68,100 -53%
MCM
900
Maltese Capital Management
New York
$3.64M -$1.21M -20,000 -25%
34 35
36
37 38