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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 %
ACM
1326
Argentus Capital Management
Texas
$1M +$61.3K +1,012 +7%
MHS
1327
M Holdings Securities
Oregon
$1M +$77.3K +1,276 +8%
OIM
1328
Orca Investment Management
Oregon
$999K – – –
SCA
1329
Sippican Capital Advisors
Massachusetts
$995K – – –
NPIT
1330
National Penn Investors Trust
Pennsylvania
$993K -$2.76M -45,640 -74%
SMM
1331
Stadion Money Management
Georgia
$992K +$360K +5,940 +57%
AB
1332
Atlas Brown
Kentucky
$991K -$52.5K -867 -5%
SBWM
1333
Sunflower Bank Wealth Management
Arizona
$990K -$82.4K -1,360 -8%
GLI
1334
Guardian Life Insurance
New York
$988K -$303K -5,002 -23%
FPIS
1335
Financial Planning & Information Services
Wisconsin
$985K – – –
TCM
1336
Telos Capital Management
California
$981K +$74.2K +1,225 +8%
HCM
1337
HM Capital Management
Missouri
$980K -$7.88K -130 -0.8%
WPC
1338
White Pine Capital
Minnesota
$975K -$206K -3,400 -17%
SGA
1339
Strategic Global Advisors
California
$970K -$169K -2,798 -15%
DAM
1340
Deltec Asset Management
New York
$969K – – –
ST
1341
Spinnaker Trust
Maine
$964K +$16.6K +274 +2%
BP
1342
Ballentine Partners
Massachusetts
$960K -$35.1K -584 -4%
SIA
1343
Stancorp Investment Advisers
Oregon
$953K -$60.9K -1,005 -6%
MWP
1344
MYCIO Wealth Partners
Pennsylvania
$949K -$592K -9,770 -38%
IP
1345
Investment Partners
Ohio
$947K -$11.5K -189 -1%
OC
1346
Oarsman Capital
Wisconsin
$944K -$28.5K -471 -3%
CFMC
1347
Curbstone Financial Management Corp
New Hampshire
$937K +$34.7K +573 +4%
EWM
1348
Evermay Wealth Management
Virginia
$935K +$146K +2,406 +18%
AIM
1349
Aspen Investment Management
Michigan
$933K +$8.18K +135 +0.9%
DAM
1350
Delta Asset Management
Tennessee
$931K +$27.3K +450 +3%
52 53
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