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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 %
DSC
1026
Duncker Streett & Co
Missouri
$2.48M +$3.09K +51 +0.1%
GVT
1027
Genesee Valley Trust
New York
$2.48M +$20.5K +338 +0.8%
FWCM
1028
First Western Capital Management
California
$2.47M +$2.47M +40,754 New
NPC
1029
National Planning Corporation
California
$2.47M -$393K -6,105 -14%
CA
1030
Cambridge Advisors
Nebraska
$2.46M +$1.84M +18,299 +296%
WPP
1031
Whalerock Point Partners
Rhode Island
$2.46M -$148K -2,450 -6%
CAM
1032
Congress Asset Management
Massachusetts
$2.45M +$195K +3,211 +9%
TWM
1033
Torch Wealth Management
Ohio
$2.44M +$15.2K +251 +0.6%
AMM
1034
American Money Management
California
$2.44M -$53.4K -882 -2%
TBNY
1035
Trustco Bank (New York)
New York
$2.44M -$3.15K -52 -0.1%
SPC
1036
Sigma Planning Corp
Michigan
$2.43M -$186K -3,068 -7%
OIA
1037
Optimum Investment Advisors
Illinois
$2.43M -$2.37M -39,083 -49%
MFS
1038
Monetta Financial Services
Illinois
$2.42M -$909K -15,000 -27%
JC
1039
JBF Capital
Colorado
$2.42M – – –
Millennium Management
1040
Millennium Management
New York
$2.42M +$1.9M +31,400 +365%
BCM
1041
Birmingham Capital Management
Alabama
$2.42M +$12.1K +200 +0.5%
CT
1042
Cambridge Trust
Massachusetts
$2.42M -$15.4K -254 -0.6%
WIC
1043
Woodmont Investment Counsel
Tennessee
$2.41M -$84.8K -1,400 -3%
MCM
1044
Mengis Capital Management
Oregon
$2.41M +$454K +7,501 +23%
HCA
1045
Horan Capital Advisors
Ohio
$2.41M +$78K +1,288 +3%
GA
1046
GFS Advisors
Texas
$2.41M +$958K +15,814 +66%
AWP
1047
Ascent Wealth Partners
New York
$2.4M +$66.3K +1,095 +3%
FMWA
1048
Forvis Mazars Wealth Advisors
Missouri
$2.39M -$39.5K -652 -2%
HPCM
1049
High Pointe Capital Management
Illinois
$2.39M +$868K +14,330 +57%
BKA
1050
Brick & Kyle Associates
Pennsylvania
$2.36M +$45.1K +745 +2%
40 41
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