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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 %
AMIM
1176
Aull & Monroe Investment Management
Alabama
$1.66M -$7.94K -131 -0.5%
WPIC
1177
White Pine Investment Company
Michigan
$1.65M -$7.76K -128 -0.5%
ARMT
1178
Amica Retiree Medical Trust
Rhode Island
$1.64M – – –
GF
1179
Gerstein Fisher
New York
$1.64M +$27.1K +448 +2%
OCA
1180
Otter Creek Advisors
Florida
$1.64M +$1.64M +27,000 New
GW
1181
GW & Wade
Massachusetts
$1.64M +$571K +9,428 +54%
NPA
1182
Nichols & Pratt Advisers
Massachusetts
$1.63M -$35.4K -585 -2%
MCM
1183
Maryland Capital Management
Maryland
$1.63M -$91.9K -1,516 -5%
MIH
1184
Madison Investment Holdings
Wisconsin
$1.63M -$49.3K -813 -3%
IC
1185
Inverness Counsel
New York
$1.62M -$228K -3,757 -12%
MNA
1186
Manning & Napier Advisors
New York
$1.62M -$169K -2,791 -9%
ICOA
1187
Investment Centers of America
North Dakota
$1.61M +$216K +3,585 +16%
NCM
1188
Novare Capital Management
North Carolina
$1.6M +$46.5K +767 +3%
PWW
1189
Pettyjohn Wood & White
Virginia
$1.59M -$34.2K -565 -2%
NVIM
1190
New Vernon Investment Management
Illinois
$1.59M – – –
NCCM
1191
Nine Chapters Capital Management
New Jersey
$1.58M +$1.58M +26,100 New
WS
1192
Wedbush Securities
California
$1.58M +$12.8K +212 +0.8%
FHC
1193
First Heartland Consultants
Missouri
$1.57M -$933K -15,396 -37%
MC
1194
Miles Capital
Iowa
$1.57M -$70.9K -1,171 -4%
GIS
1195
Guardian Investor Services
New York
$1.56M -$7.03K -116 -0.4%
QT
1196
Quantbot Technologies
New York
$1.55M -$307K -5,064 -17%
SFT
1197
Simmons First Trust
Arkansas
$1.55M -$16.8K -278 -1%
CCMG
1198
Clark Capital Management Group
Pennsylvania
$1.55M -$6.78M -111,834 -81%
FCFC
1199
First Commonwealth Financial Corp
Pennsylvania
$1.54M +$25.9K +428 +2%
LWM
1200
LBA Wealth Management
Florida
$1.54M +$43.6K +720 +3%
46 47
48
49 50