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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 %
HTI
976
Hikari Tsushin Inc
Japan
$2.88M – – –
FM
977
Forward Management
California
$2.87M -$43.3K -717 -1%
CNC
978
Citizens & Northern Corp
Pennsylvania
$2.86M +$72.9K +1,204 +3%
SAM
979
Sawgrass Asset Management
Florida
$2.86M -$4.54K -75 -0.2%
VFS
980
VSR Financial Services
Kansas
$2.86M +$859K +14,183 +43%
MPIA
981
Mountain Pacific Investment Advisers
Idaho
$2.85M +$40.4K +667 +1%
BCM
982
Brookstone Capital Management
Illinois
$2.85M +$1.01M +16,608 +55%
ITIM
983
Indiana Trust & Investment Management
Indiana
$2.85M -$34.1K -563 -1%
TCOTO
984
Trust Company of the Ozarks
Missouri
$2.84M -$6.06K -100 -0.2%
FMLI
985
Fukoku Mutual Life Insurance
Japan
$2.84M -$121K -2,000 -4%
RWA
986
Ropes Wealth Advisors
Massachusetts
$2.83M +$2.83M +46,729 New
First Eagle Investment Management
987
First Eagle Investment Management
New York
$2.82M – – –
LH
988
Lebenthal Holdings
New York
$2.82M +$842K +13,894 +43%
NEPWA
989
New England Private Wealth Advisors
Massachusetts
$2.82M +$62.1K +1,034 +2%
VST
990
Van Strum & Towne
California
$2.81M +$48.2K +795 +2%
ST
991
Somerset Trust
Pennsylvania
$2.79M -$14.6K -241 -0.5%
OC
992
Oakworth Capital
Alabama
$2.79M +$138K +2,177 +5%
RAM
993
Roanoke Asset Management
New Jersey
$2.78M +$18.2K +300 +0.7%
MCM
994
McMillion Capital Management
North Carolina
$2.77M -$137K -2,267 -5%
LNWWM
995
Laird Norton Wetherby Wealth Management
California
$2.77M – – –
ACP
996
Aviance Capital Partners
Florida
$2.77M +$440K +7,256 +19%
CB
997
Community Bank
New York
$2.77M -$30.3K -500 -1%
RMSCM
998
R.M. Sincerbeaux Capital Management
New York
$2.76M -$24.2K -400 -0.9%
GWM
999
Graybill Wealth Management
Illinois
$2.76M +$21.2K +350 +0.8%
BC
1000
Brinker Capital
Pennsylvania
$2.75M -$33.6K -555 -1%
38 39
40
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