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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 %
LOT
1126
Lombard Odier Transatlantic
Quebec, Canada
$1.87M +$121K +2,000 +7%
WCA
1127
Westover Capital Advisors
Delaware
$1.86M -$819K -13,523 -31%
LAIC
1128
Lederer & Associates Investment Counsel
California
$1.85M -$33.3K -550 -2%
WIS
1129
Wright Investors Service
Connecticut
$1.84M -$47.3K -781 -3%
RC
1130
RegentAtlantic Capital
New Jersey
$1.84M -$68.7K -1,135 -4%
AC
1131
Amici Capital
New York
$1.84M – – –
UR
1132
USCA RIA
Texas
$1.84M +$87.1K +1,438 +5%
KAM
1133
Kokusai Asset Management
Japan
$1.83M -$139K -2,300 -7%
RWA
1134
River Wealth Advisors
Pennsylvania
$1.83M +$1.83M +30,233 New
WP
1135
WMS Partners
Maryland
$1.83M +$661K +10,907 +57%
CD
1136
Carl Domino
Florida
$1.83M -$689K -11,368 -27%
JIM
1137
Jupiter Investment Management
United Kingdom
$1.82M -$742K -12,255 -29%
AH
1138
Allen Holding
New York
$1.82M – – –
AFM
1139
Anson Funds Management
Texas
$1.82M – – –
UM
1140
Ulysses Management
New York
$1.82M +$1.82M +30,000 New
TIA
1141
Tiemann Investment Advisors
California
$1.81M -$13.3K -219 -0.7%
GD
1142
Grandfield & Dodd
New York
$1.81M – – –
SAM
1143
Shamrock Asset Management
Texas
$1.8M -$979K -16,180 -35%
SWM
1144
Stockman Wealth Management
Montana
$1.78M +$71.9K +1,186 +4%
FCM
1145
Frontier Capital Management
Massachusetts
$1.77M -$1.86M -30,631 -51%
PAMG
1146
Patton Albertson Miller Group
Tennessee
$1.77M +$388K +6,410 +28%
CAM
1147
Columbia Asset Management
Michigan
$1.77M +$158K +2,610 +10%
CFG
1148
CKW Financial Group
Hawaii
$1.76M -$43.2K -721 -2%
MGIA
1149
Moneta Group Investment Advisors
Missouri
$1.76M +$303K +5,003 +21%
OCG
1150
Opus Capital Group
Ohio
$1.75M +$322K +5,310 +22%
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