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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 %
CC
1051
Courier Capital
New York
$2.35M +$78.8K +1,300 +3%
SCM
1052
Stanley Capital Management
Texas
$2.33M – – –
KJHP
1053
K.J. Harrison & Partners
Ontario, Canada
$2.33M +$145K +2,400 +7%
BAS
1054
Brown Advisory Securities
Maryland
$2.32M +$198K +3,273 +9%
YIA
1055
YHB Investment Advisors
Connecticut
$2.32M +$710K +11,715 +44%
IB
1056
Intrust Bank
Kansas
$2.32M -$52.5K -866 -2%
AAMU
1057
AEGON Asset Management (UK)
United Kingdom
$2.31M +$2.31M +38,128 New
HRIA
1058
Haberer Registered Investment Advisor
Ohio
$2.31M -$457K -7,550 -17%
1GA
1059
1st Global Advisors
Texas
$2.31M +$64.2K +1,059 +3%
PL
1060
Perpetual Ltd
Australia
$2.31M -$5.42M -89,521 -70%
VAM
1061
Visium Asset Management
New York
$2.29M -$1.87M -30,918 -45%
SAMC
1062
Shinko Asset Management Company
Japan
$2.28M +$172K +2,842 +8%
BPC
1063
Banque Pictet & Cie
Switzerland
$2.28M -$113K -1,870 -5%
LRPA
1064
L. Roy Papp & Associates
Arizona
$2.28M – – –
BW
1065
Bison Wealth
Georgia
$2.28M +$286K +4,715 +14%
CCM
1066
CWH Capital Management
Washington
$2.27M -$9.57K -158 -0.4%
ANBTV
1067
American National Bank & Trust (Virginia)
Virginia
$2.26M -$275K -4,536 -11%
RMDI
1068
R.M. Davis Inc
Maine
$2.25M -$335K -5,523 -13%
HBT
1069
Hills Bank & Trust
Iowa
$2.25M +$279K +4,611 +14%
EGA
1070
E&G Advisors
Texas
$2.25M +$115K +1,900 +5%
CNFG
1071
Creegan & Nassoura Financial Group
New Hampshire
$2.25M -$66.5K -1,098 -3%
FFA
1072
Fragasso Financial Advisors
Pennsylvania
$2.23M -$2.73K -45 -0.1%
BSB
1073
Bangor Savings Bank
Maine
$2.23M -$29.5K -487 -1%
SCM
1074
Schnieders Capital Management
California
$2.22M +$468K +7,720 +27%
DWT
1075
Dorsey & Whitney Trust
South Dakota
$2.21M -$25.2K -416 -1%
41 42
43
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