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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 %
CFC
901
Cincinnati Financial Corp
Ohio
$3.64M – – –
FA
902
Fagan Associates
New York
$3.6M -$30.9K -510 -0.9%
WC
903
Woodstock Corp
Massachusetts
$3.6M +$123K +2,025 +4%
HP
904
Hikari Power
Japan
$3.56M -$1.71M -28,200 -32%
ECM
905
Everence Capital Management
Indiana
$3.55M – – –
NPF
906
Norris Perne & French
Michigan
$3.54M +$326K +5,374 +10%
ICOM
907
Investment Counselors of Maryland
Maryland
$3.54M +$133K +2,200 +4%
BCM
908
Blume Capital Management
California
$3.54M -$151K -2,500 -4%
HW
909
Hedeker Wealth
Illinois
$3.54M +$61.9K +985 +2%
MFS
910
MSI Financial Services
Massachusetts
$3.52M +$959K +15,827 +37%
QOP
911
Quinn Opportunity Partners
Virginia
$3.51M +$3.51M +58,000 New
UFG
912
United Fire Group
Iowa
$3.5M – – –
I
913
IberiaBank
Louisiana
$3.49M +$425K +7,018 +14%
SAMT
914
Select Asset Management & Trust
Pennsylvania
$3.48M +$121 +2 +0%
FMC
915
First Merchants Corp
Indiana
$3.46M -$24.8K -410 -0.7%
HFM
916
Hartford Financial Management
Connecticut
$3.45M +$27.9K +460 +0.8%
BCP
917
Blue Chip Partners
Michigan
$3.45M -$71.9K -1,187 -2%
BBHC
918
Brown Brothers Harriman & Co
New York
$3.38M +$107K +1,760 +3%
FLPIM
919
F.L. Putnam Investment Management
Massachusetts
$3.38M -$48.1K -794 -1%
PCA
920
PL Capital Advisors
Florida
$3.36M – – –
CBU
921
CIBC Bank USA
Illinois
$3.36M -$165K -2,719 -5%
CCMINC
922
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.36M +$242 +4 +0%
RAM
923
Redmond Asset Management
Virginia
$3.35M -$289K -4,772 -8%
LSA
924
L & S Advisors
California
$3.34M -$2.18M -36,033 -40%
FB
925
Fulton Bank
Pennsylvania
$3.34M -$462K -7,632 -12%
35 36
37
38 39