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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 %
CCM
1251
Coe Capital Management
Illinois
$1.32M -$254K -4,190 -16%
WSTAM
1252
Wilbanks Smith & Thomas Asset Management
Virginia
$1.32M -$107K -1,769 -8%
PWMAG
1253
Pinnacle Wealth Management Advisory Group
New Jersey
$1.31M +$42.7K +704 +3%
SIG
1254
Schaller Investment Group
North Carolina
$1.3M – – –
SCG
1255
Sonata Capital Group
Washington
$1.29M +$143K +2,365 +13%
SFM
1256
Signet Financial Management
New Jersey
$1.28M -$3.08M -50,900 -71%
VWM
1257
Valley Wealth Managers
New Jersey
$1.28M -$9.57K -158 -0.7%
LBC
1258
Lawrence B. Cohen
$1.27M +$26.4K +435 +2%
PCA
1259
Peddock Capital Advisors
Massachusetts
$1.27M +$11.9K +197 +1%
BTNA
1260
Bremer Trust National Association
Minnesota
$1.27M +$217K +3,580 +21%
AAM
1261
Aureus Asset Management
Massachusetts
$1.27M -$60.2K -993 -5%
CCG
1262
Cypress Capital Group
Florida
$1.26M – – –
WSC
1263
Wellington Shields & Co
New York
$1.26M – – –
GC
1264
Garde Capital
Washington
$1.25M +$219K +3,618 +21%
W
1265
Wealthfront
California
$1.24M -$66.8K -1,102 -5%
TAM
1266
Trillium Asset Management
Massachusetts
$1.24M -$6.2M -102,317 -83%
HSA
1267
HBK Sorce Advisory
Pennsylvania
$1.23M +$69.4K +1,145 +6%
WEC
1268
Winslow Evans & Crocker
Massachusetts
$1.23M +$287K +4,730 +30%
NAMA
1269
Nikko Asset Management Americas
New York
$1.23M -$859K -14,100 -41%
SOAMC
1270
Spirit of America Management Corp
New York
$1.23M – – –
CS
1271
Credential Securities
$1.21M -$294K -4,855 -20%
SCP
1272
Sandhill Capital Partners
New York
$1.21M +$842K +13,888 +226%
ACP
1273
Arrowgrass Capital Partners
United Kingdom
$1.21M +$1.21M +20,000 New
VCAM
1274
Van Cleef Asset Management
Ohio
$1.21M -$78.8K -1,300 -6%
DAC
1275
Dividend Assets Capital
South Carolina
$1.21M +$58.6K +967 +5%
49 50
51
52 53