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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 %
QCMNJ
1076
Quantum Capital Management (New Jersey)
New Jersey
$2.21M +$2.21M +36,439 New
DBIA
1077
Dumont & Blake Investment Advisors
New Jersey
$2.19M +$28.2K +465 +1%
BWP
1078
Baldwin Wealth Partners
Massachusetts
$2.18M -$8.17M -134,788 -79%
LJAC
1079
L.J. Altfest & Co
New York
$2.18M -$44.1K -728 -2%
AUB
1080
Atlantic Union Bankshares
Virginia
$2.18M -$191K -3,154 -8%
OCM
1081
One Capital Management
California
$2.17M +$212K +3,493 +11%
BRWA
1082
B. Riley Wealth Advisors
Florida
$2.16M -$1.66M -27,444 -43%
RBC
1083
Ronald Blue & Co
Georgia
$2.15M +$99.4K +1,641 +5%
SIMM
1084
Stillwater Investment Management (Minnesota)
Minnesota
$2.14M +$12.6K +208 +0.6%
PPSG
1085
Princeton Portfolio Strategies Group
New Jersey
$2.13M -$312K -5,150 -13%
FAAM
1086
First Allied Asset Management
California
$2.13M +$367K +6,038 +21%
OCM
1087
Otter Creek Management
Florida
$2.12M -$1.39M -23,000 -40%
GIA
1088
GHP Investment Advisors
Colorado
$2.1M +$356K +5,883 +20%
SCM
1089
SOL Capital Management
Maryland
$2.1M -$28.2K -465 -1%
PWS
1090
Peloton Wealth Strategists
Indiana
$2.1M +$96.9K +1,600 +5%
PG
1091
Patten Group
Tennessee
$2.1M -$120K -1,975 -5%
SCI
1092
S&CO Inc
Massachusetts
$2.09M +$18.2K +300 +0.9%
CL
1093
CSS LLC
Illinois
$2.09M +$60.6K +1,000 +3%
GJIC
1094
Gamble Jones Investment Counsel
California
$2.08M +$166K +2,741 +9%
CWP
1095
Capital Wealth Planning
Florida
$2.08M -$198K -3,273 -9%
CBN
1096
Cadence Bank NA
Texas
$2.06M +$54.8K +905 +3%
IAMOG
1097
Investors Asset Management of Georgia
Georgia
$2.05M – – –
MCM
1098
Moore Capital Management
New York
$2.04M +$14.3K +236 +0.7%
AC
1099
Addison Capital
Pennsylvania
$2.03M -$17.1K -282 -0.8%
PHS
1100
Pekin Hardy Strauss
Illinois
$2.03M +$52K +858 +3%
42 43
44
45 46