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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 %
PH
1276
Pinnacle Holdings
Oklahoma
$1.2M -$46.4K -766 -4%
GT
1277
Greenleaf Trust
Michigan
$1.2M +$545K +8,995 +83%
BMC
1278
Benin Management Corp
Connecticut
$1.2M -$18.2K -300 -1%
NME
1279
Notis-McConarty Edward
$1.2M – – –
PFSC
1280
Peoples Financial Services Corp
Pennsylvania
$1.2M -$1.82K -30 -0.2%
NSAM
1281
North Star Asset Management
Wisconsin
$1.19M -$31.8K -525 -3%
PAS
1282
Partnervest Advisory Services
California
$1.19M +$46.7K +771 +4%
BOS
1283
Bank of Stockton
California
$1.18M -$45.4K -750 -4%
MM
1284
Midas Management
New York
$1.18M – – –
HC
1285
Hendley & Co
Ohio
$1.18M +$6.06K +100 +0.5%
AIM
1286
Advantage Investment Management
Iowa
$1.18M +$70.5K +1,164 +6%
EA
1287
Emerald Advisers
Pennsylvania
$1.17M -$18K -286 -2%
MBT
1288
Monroe Bank & Trust
Michigan
$1.17M -$19.4K -320 -2%
WA
1289
WealthTrust-Arizona
Arizona
$1.17M +$69.3K +1,144 +6%
OFG
1290
OTA Financial Group
New York
$1.16M +$1.16M +19,131 New
CHC
1291
City Holding Co
West Virginia
$1.15M +$18.6K +307 +2%
EFSCE
1292
Enterprise Financial Services Corp (EFSC)
Missouri
$1.15M -$2.91K -48 -0.3%
PCM
1293
Princeton Capital Management
New Jersey
$1.15M -$6.06K -100 -0.5%
UOC
1294
UBS O'Connor
Illinois
$1.15M +$820K +13,528 +250%
HCM
1295
Hollencrest Capital Management
California
$1.14M +$82.7K +1,366 +8%
ACP
1296
Ashfield Capital Partners
California
$1.13M +$25.8K +425 +2%
NAM
1297
NTV Asset Management
West Virginia
$1.11M +$242 +4 +0%
CCM
1298
Condor Capital Management
New Jersey
$1.11M +$17K +280 +2%
WAM
1299
Weatherly Asset Management
California
$1.11M -$43.1K -712 -4%
BFC
1300
Blue Fin Capital
Rhode Island
$1.1M +$12.9K +213 +1%
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