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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 %
JCM
926
JS Capital Management
New York
$3.33M +$3.33M +55,000 New
BPM
927
Bowling Portfolio Management
Ohio
$3.33M -$46.1K -761 -1%
CIA
928
Capital Investment Advisors
Georgia
$3.3M +$17.6K +291 +0.5%
MAM
929
Mizuho Asset Management
Japan
$3.27M -$313K -5,162 -9%
CIM
930
CIM Investment Management
Pennsylvania
$3.26M – – –
WAM
931
Wood Asset Management
Florida
$3.26M -$59.8K -987 -2%
AT
932
Argent Trust
Texas
$3.25M +$208K +3,440 +7%
JWBC
933
J.W. Burns & Co
New York
$3.25M -$60K -991 -2%
IWM
934
Integrated Wealth Management
California
$3.25M +$3.25M +53,602 New
LW
935
Linscomb Wealth
Texas
$3.24M +$64.8K +1,069 +2%
BG
936
Bollard Group
Massachusetts
$3.24M +$242K +3,988 +8%
VAM
937
Visionary Asset Management
Texas
$3.23M +$161K +2,653 +5%
NIS
938
National Investment Services
Wisconsin
$3.23M +$2.88M +47,577 +837%
AL
939
Agran Libbie
California
$3.22M +$92.8K +1,532 +3%
KG
940
Killen Group
Pennsylvania
$3.21M -$95.2K -1,572 -3%
PAM
941
Peak Asset Management
Colorado
$3.21M -$157K -2,588 -5%
TIC
942
Trees Investment Counsel
Illinois
$3.2M -$57.5K -950 -2%
SCM
943
Stonebridge Capital Management
California
$3.19M +$86.3K +1,425 +3%
ECM
944
ETrade Capital Management
Virginia
$3.17M +$64.7K +1,068 +2%
NJBEST
945
New Jersey Better Educational Savings Trust
New Jersey
$3.15M +$121K +2,000 +4%
NCM
946
Nebula Capital Management
Connecticut
$3.15M +$3.15M +52,000 New
MIM
947
Midwest Investment Management
Ohio
$3.12M -$82.4K -1,360 -3%
NAP
948
New Amsterdam Partners
New York
$3.11M +$3.11M +51,410 New
WCM
949
Washington Capital Management
Washington
$3.11M – – –
IMOV
950
Investment Management of Virginia
Virginia
$3.11M -$10.3K -170 -0.3%
36 37
38
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