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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 %
ST
951
Semper Trust
Pennsylvania
$3.1M -$116K -1,910 -4%
NMIFOAC
952
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.1M – – –
RC
953
RBF Capital
California
$3.09M – – –
HAM
954
Highstreet Asset Management
Ontario, Canada
$3.07M -$1.56M -25,800 -34%
BS
955
Bessemer Securities
New York
$3.07M – – –
LIM
956
Leavell Investment Management
Alabama
$3.07M +$171K +2,820 +6%
AP
957
Advisor Partners
California
$3.06M +$35.6K +587 +1%
TC
958
Trust Company
Kansas
$3.04M +$3.04M +50,120 New
AGI
959
Athena Global Investors
Virginia
$3.03M -$121K -2,000 -4%
PS
960
Pensionfund Sabic
Netherlands
$3.02M +$3.02M +49,800 New
PL
961
Parthenon LLC
Kentucky
$3.01M -$23.2K -383 -0.8%
SACTSONJ
962
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3M – – –
BIC
963
Bridges Investment Counsel
Nebraska
$3M +$35.4K +585 +1%
IA
964
Icon Advisers
Colorado
$2.99M +$1.04M +17,200 +53%
CWM
965
Concert Wealth Management
California
$2.97M +$182K +3,844 +7%
PPCM
966
Pillar Pacific Capital Management
California
$2.97M -$69.3K -1,143 -2%
BFIM
967
Beese Fulmer Investment Management
Ohio
$2.95M +$108K +1,777 +4%
CA
968
CapWealth Advisors
Tennessee
$2.93M -$52.3K -864 -2%
ECM
969
EagleClaw Capital Management
Massachusetts
$2.93M – – –
UBWV
970
United Bank (West Virginia)
West Virginia
$2.92M -$18.2K -300 -0.6%
PIM
971
Profit Investment Management
Maryland
$2.92M -$2.22M -36,704 -43%
BHB
972
Bank Hapoalim BM
Israel
$2.91M -$307K -3,811 -10%
BFO
973
Boston Family Office
Massachusetts
$2.9M -$46.9K -775 -2%
TCOT
974
Trust Company of Toledo
Ohio
$2.9M +$36.5K +602 +1%
HA
975
Halsey Associates
Connecticut
$2.88M – – –
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