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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 %
LCM
1151
Leisure Capital Management
California
$1.74M +$20.4K +337 +1%
PC
1152
Palo Capital
California
$1.73M -$84.8K -1,420 -5%
NCM
1153
Neumann Capital Management
California
$1.73M – – –
FMB
1154
Field & Main Bank
Kentucky
$1.73M -$76.3K -1,260 -4%
BA
1155
Broadview Advisors
Wisconsin
$1.73M – – –
LMAM
1156
Legg Mason Asset Management
Japan
$1.72M -$236K -3,900 -12%
FBT
1157
First Bankers Trust
Kentucky
$1.72M +$606 +10 +0%
LIC
1158
Lodestar Investment Counsel
Illinois
$1.72M +$445K +7,343 +35%
AGM
1159
Alpine Global Management
New York
$1.72M -$3.34M -55,190 -66%
HCA
1160
Harbour Capital Advisors
Virginia
$1.71M +$77.2K +1,275 +5%
LBG
1161
Lloyds Banking Group
United Kingdom
$1.7M – – –
CCA
1162
Checchi Capital Advisers
California
$1.7M -$30.4K -501 -2%
CIC
1163
Crawford Investment Counsel
Georgia
$1.7M +$93.9K +1,550 +6%
LOAMS
1164
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.7M -$1.65M -27,122 -49%
BA
1165
Birinyi Associates
Connecticut
$1.7M -$435K -7,180 -20%
BJL
1166
Brighton Jones LLC
Washington
$1.69M -$188K -3,110 -10%
SIC
1167
Shoker Investment Counsel
Ohio
$1.69M -$113K -1,865 -6%
PRC
1168
Platte River Capital
Colorado
$1.69M -$302K -4,990 -15%
CDH
1169
Charles D. Hyman
$1.69M -$42.4K -700 -2%
OA
1170
Outfitter Advisors
Virginia
$1.69M – – –
BCM
1171
Boltwood Capital Management
California
$1.69M -$39.4K -650 -2%
FFC
1172
First Financial Corp
Indiana
$1.68M +$2.73K +45 +0.2%
CWM
1173
Confluence Wealth Management
Oregon
$1.67M -$70.7K -1,167 -4%
TWA
1174
TCI Wealth Advisors
Arizona
$1.67M -$36.4K -601 -2%
MCM
1175
Monarch Capital Management
Indiana
$1.66M +$40K +660 +2%
45 46
47
48 49