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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 %
ACM
1001
Argyle Capital Management
Pennsylvania
$2.73M – – –
EM
1002
Excalibur Management
Massachusetts
$2.73M +$1.52M +25,167 +127%
PSI
1003
Pinnacle Summer Investments
Virginia
$2.72M -$52.8K -871 -2%
JIC
1004
JRM Investment Counsel
Nebraska
$2.72M +$90.9K +1,500 +3%
CA
1005
Cetera Advisors
Colorado
$2.7M -$433K -7,165 -14%
ANRIA
1006
American National Registered Investment Advisor
Texas
$2.68M -$138K -2,275 -5%
CCM
1007
Coldstream Capital Management
Washington
$2.65M -$30.4K -502 -1%
RTIM
1008
Round Table Investment Management
North Carolina
$2.62M +$2.62M +43,200 New
PAI
1009
Pittenger & Anderson Inc
Nebraska
$2.61M +$362K +5,975 +16%
CAL
1010
Capital Analysts LLC
Pennsylvania
$2.61M -$120K -1,974 -4%
BAM
1011
Baring Asset Management
United Kingdom
$2.61M -$2.41M -39,698 -48%
ATC
1012
Argent Trust Co
Tennessee
$2.6M -$25.6K -422 -1%
PTB
1013
Pioneer Trust Bank
Oregon
$2.6M +$104K +1,715 +4%
JFGIW
1014
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.6M -$13.4K -222 -0.5%
MWAC
1015
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.59M -$13M -214,233 -83%
TSWM
1016
Triangle Securities Wealth Management
North Carolina
$2.59M +$2.42K +40 +0.1%
PIM
1017
Penobscot Investment Management
Massachusetts
$2.58M +$103K +1,705 +4%
MNBTD
1018
Moody National Bank Trust Division
Texas
$2.57M -$36.4K -601 -1%
11A
1019
10-15 Associates
New York
$2.56M +$14.1K +232 +0.6%
DVM
1020
Dreman Value Management
Florida
$2.54M +$210K +3,460 +9%
MFIMFI
1021
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.53M -$8.3K -137 -0.3%
CS
1022
Cannell & Spears
New York
$2.53M +$121K +2,003 +5%
GIA
1023
Guyasuta Investment Advisors
Pennsylvania
$2.51M +$214K +3,533 +9%
BCA
1024
Bray Capital Advisors
Florida
$2.5M -$97.4K -1,608 -4%
CFA
1025
Carroll Financial Associates
North Carolina
$2.49M +$282K +4,650 +13%
39 40
41
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