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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 %
GKFF
1101
George Kaiser Family Foundation
Oklahoma
$2.03M +$2.03M +33,461 New
SFSIG
1102
San Francisco Sentry Investment Group
California
$2.03M -$10.5K -174 -0.5%
VFA
1103
Voya Financial Advisors
Connecticut
$2.03M +$2.03M +33,216 New
PMG
1104
ProVise Management Group
Florida
$2.02M +$34.4K +567 +2%
ZB
1105
Zions Bancorporation
Utah
$2.02M +$2.02M +33,308 New
BSWMG
1106
Barrington Strategic Wealth Management Group
Illinois
$2M +$43K +710 +2%
LPT
1107
Legacy Private Trust
Wisconsin
$2M +$339K +5,596 +20%
EHWM
1108
Eads & Heald Wealth Management
Georgia
$2M -$81K -1,337 -4%
HHGA
1109
Halbert Hargrove Global Advisors
California
$1.98M +$842K +13,908 +74%
HIC
1110
Harvey Investment Company
Kentucky
$1.98M – – –
K
1111
Kemper
Illinois
$1.96M – – –
CAM
1112
Chesapeake Asset Management
New York
$1.96M – – –
FA
1113
FCG Advisors
New Jersey
$1.94M -$47K -775 -2%
WOC
1114
West Oak Capital
California
$1.93M +$3.33K +55 +0.2%
SFU
1115
Stonehage Fleming (UK)
United Kingdom
$1.93M +$97.8K +1,614 +5%
FAB
1116
First American Bank
Illinois
$1.92M -$10.1M -167,017 -84%
GWM
1117
Greenwich Wealth Management
Connecticut
$1.92M -$485 -8 -0%
QI
1118
QV Investors
Alberta, Canada
$1.92M – – –
SI
1119
SII Investments
Wisconsin
$1.92M +$338K +5,578 +21%
RC
1120
Roundview Capital
New Jersey
$1.9M -$107K -1,765 -5%
IIM
1121
Intact Investment Management
Quebec, Canada
$1.89M -$145K -2,400 -7%
MC
1122
Middleton & Co
Massachusetts
$1.88M +$55.4K +915 +3%
HC
1123
HHG & Company
Connecticut
$1.88M -$36.4K -601 -2%
MFBTD
1124
MB Financial Bank - Trust Department
Illinois
$1.87M -$8.37M -138,107 -82%
MAM
1125
Majedie Asset Management
United Kingdom
$1.87M +$443K +7,314 +31%
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45
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