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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 %
IMAS
1201
ID Management A/S
Denmark
$1.54M – – –
SFP
1202
Santa Fe Partners
New Mexico
$1.53M +$1.53M +25,158 New
BC
1203
Burney Company
Virginia
$1.52M +$39.5K +652 +3%
IIM
1204
Ipswich Investment Management
Massachusetts
$1.52M – – –
FIM
1205
Frontier Investment Management
Texas
$1.51M +$23.8K +376 +2%
JIC
1206
Joel Isaacson & Co
New York
$1.51M +$81.6K +1,347 +6%
RCAG
1207
Rehmann Capital Advisory Group
Michigan
$1.51M -$14.4K -237 -0.9%
TC
1208
Taylor Cottrill
New Hampshire
$1.49M -$10.6K -175 -0.7%
MVA
1209
Mount Vernon Associates
Maryland
$1.49M +$136K +2,250 +10%
AWM
1210
Altavista Wealth Management
North Carolina
$1.49M +$103K +1,698 +7%
PP
1211
Paloma Partners
Connecticut
$1.49M +$576K +9,513 +63%
ST
1212
Smithfield Trust
Pennsylvania
$1.48M +$145K +2,392 +11%
ICAS
1213
Investors Capital Advisory Services
Massachusetts
$1.48M -$38.3K -632 -3%
MHIM
1214
MacNealy Hoover Investment Management
Ohio
$1.47M – – –
BDF
1215
Balasa Dinverno & Foltz
$1.47M -$90.2K -1,489 -6%
MIC
1216
MU Investments Company
Japan
$1.46M -$94.5K -1,550 -6%
SSG
1217
Summit Securities Group
New York
$1.46M -$14.8M -244,731 -91%
WIC
1218
Wilkins Investment Counsel
Massachusetts
$1.46M -$72.7K -1,200 -5%
LFA
1219
Landmark Financial Advisors
Kentucky
$1.46M +$64K +1,057 +5%
SSWM
1220
Sheets Smith Wealth Management
North Carolina
$1.45M – – –
TNBTD
1221
Trustmark National Bank Trust Department
Mississippi
$1.44M +$10K +165 +0.7%
RCG
1222
Ruane, Cunniff & Goldfarb
New York
$1.42M – – –
DMK
1223
David M. Knott
$1.42M +$250K +4,120 +21%
MBTD
1224
Mechanics Bank - Trust Department
California
$1.42M +$338K +5,575 +31%
LCM
1225
Logan Capital Management
Pennsylvania
$1.42M -$22.4K -370 -2%
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