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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 %
Koshinski Asset Management
1226
Koshinski Asset Management
Illinois
$1.41M -$71K -1,172 -5%
GIM
1227
Goelzer Investment Management
Indiana
$1.4M -$98.4K -1,624 -7%
IAS
1228
INR Advisory Services
Pennsylvania
$1.4M – – –
FBB
1229
Fulton Breakefield Broenniman
Maryland
$1.4M -$21.2K -350 -1%
WC
1230
Whitney & Co
New York
$1.39M +$45.4K +750 +3%
STB
1231
S&T Bank
Pennsylvania
$1.39M – – –
TI
1232
Trexquant Investment
Connecticut
$1.39M +$1.39M +22,900 New
ATC
1233
Adirondack Trust Company
New York
$1.38M -$1.51K -25 -0.1%
BCM
1234
Brown Capital Management
Maryland
$1.38M +$37.5K +618 +3%
HDIM
1235
Hanson & Doremus Investment Management
Vermont
$1.37M -$24.2K -400 -2%
CPA
1236
Court Place Advisors
Maryland
$1.37M – – –
CWM
1237
Catamount Wealth Management
Connecticut
$1.37M +$492K +8,125 +56%
SM
1238
Salzhauer Michael
$1.37M +$121K +2,000 +10%
IAS
1239
IMA Advisory Services
Colorado
$1.36M +$13K +215 +1%
GP
1240
Girard Partners
Pennsylvania
$1.36M +$54.6K +902 +4%
LNC
1241
Lincoln National Corp
Pennsylvania
$1.36M +$112K +1,847 +9%
KA
1242
Klingman & Associates
New York
$1.36M – – –
SIM
1243
SSI Investment Management
California
$1.36M -$444K -7,326 -25%
PRCM
1244
Pine River Capital Management
Minnesota
$1.35M +$341K +5,639 +34%
FCCM
1245
First City Capital Management
Georgia
$1.35M -$36.3K -600 -3%
WCM
1246
Wunderlich Capital Managemnt
Tennessee
$1.34M +$6.74K +112 +0.5%
TWI
1247
Thomas White International
Illinois
$1.33M -$638K -10,534 -32%
KC
1248
Kingfisher Capital
North Carolina
$1.33M +$11K +182 +0.8%
FCH
1249
Freestone Capital Holdings
Washington
$1.33M +$1.33M +21,899 New
BOK
1250
Bank of Kentucky
Kentucky
$1.32M -$84K -1,386 -6%
48 49
50
51 52