JPM icon

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 %
NIM
1301
Northeast Investment Management
Massachusetts
$1.09M +$20.5K +339 +2%
JCP
1302
Jabre Capital Partners
Switzerland
$1.09M – – –
NAM
1303
Needelman Asset Management
California
$1.08M -$4.24K -70 -0.4%
CHJWM
1304
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M +$148K +2,445 +16%
NDSI
1305
Newman Dignan & Sheerar Inc
Rhode Island
$1.08M -$49.9K -823 -4%
Manulife (Manufacturers Life Insurance)
1306
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.08M -$27K -445,122 -2%
PFBT
1307
Parkside Financial Bank & Trust
Missouri
$1.08M +$108K +1,776 +11%
WSCM
1308
Wellington Shields Capital Management
New York
$1.08M -$20.5K -338 -2%
PVWM
1309
Point View Wealth Management
New Jersey
$1.07M +$57K +941 +6%
PCA
1310
Personal Capital Advisors
California
$1.07M +$330K +5,450 +45%
C
1311
CFO4Life
Texas
$1.06M +$78.3K +1,292 +8%
MCC
1312
Malaga Cove Capital
California
$1.05M – – –
MMG
1313
Monetary Management Group
Missouri
$1.05M +$33.3K +550 +3%
BIM
1314
Beach Investment Management
Pennsylvania
$1.05M -$854K -14,100 -45%
SC
1315
Savant Capital
Illinois
$1.05M -$35.2K -582 -3%
BIM
1316
Baldwin Investment Management
Pennsylvania
$1.04M +$22.7K +375 +2%
SWA
1317
SFMG Wealth Advisors
Texas
$1.03M +$745K +12,296 +258%
ANB
1318
Amarillo National Bank
Texas
$1.03M – – –
NIMI
1319
Natixis Investment Managers International
France
$1.02M -$163K -2,687 -14%
PAM
1320
Princeton Alpha Management
New Jersey
$1.02M +$637K +10,523 +165%
HT
1321
HAP Trading
New York
$1.02M -$57.5M -948,762 -98%
MWP
1322
Moller Wealth Partners
$1.02M +$561K +9,253 +122%
SLG
1323
Stanley-Laman Group
Pennsylvania
$1.02M -$232K -3,834 -19%
CPIG
1324
Chicago Partners Investment Group
Illinois
$1.02M -$38.9K -621 -4%
CAM
1325
Cacti Asset Management
Georgia
$1.01M – – –
51 52
53
54 55