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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 %
BT
1351
Beacon Trust
New Jersey
$923K -$95.4K -1,576 -9%
KS
1352
Karpas Strategies
Connecticut
$923K +$1.09K +18 +0.1%
LDB
1353
Lee, Danner & Bass
Tennessee
$918K +$3.82K +63 +0.4%
Jacobs Levy Equity Management
1354
Jacobs Levy Equity Management
New Jersey
$917K +$159K +2,620 +21%
FC
1355
Forte Capital
New York
$915K +$317K +5,190 +53%
FMA
1356
FNY Managed Accounts
New York
$909K +$848K +14,000 +1,400%
MCM
1357
Manchester Capital Management
Vermont
$904K -$544K -8,986 -38%
JCM
1358
Janney Capital Management
Pennsylvania
$900K -$22.6K -374 -2%
OFS
1359
Orrstown Financial Services
Pennsylvania
$897K -$23K -380 -3%
RIG
1360
Roosevelt Investment Group
New York
$896K -$1.84M -30,418 -67%
AGA
1361
Accuvest Global Advisors
Utah
$890K -$890K -14,699 -50%
CCM
1362
CrestPoint Capital Management
Missouri
$878K -$145K -2,400 -14%
JDR
1363
Jay D. Rosenbaum
$874K – – –
NFC
1364
Northeast Financial Consultants
Connecticut
$873K +$607K +10,014 +228%
CCM
1365
Chilton Capital Management
Texas
$871K -$3.82K -63 -0.4%
MMPW
1366
Mitchell McLeod Pugh & Williams
Alabama
$864K -$25.4K -420 -3%
GC
1367
Grimes & Company
Massachusetts
$862K -$53.7K -887 -6%
GIM
1368
Greylin Investment Management
Virginia
$861K -$62.5K -1,000 -7%
AEPG
1369
American Economic Planning Group
New Jersey
$860K -$485 -8 -0.1%
IR
1370
IAT Reinsurance
New York
$858K – – –
EHC
1371
Everett Harris & Co
California
$858K +$93K +1,534 +12%
BI
1372
Boulegeris Investments
Georgia
$853K +$68.5K +1,130 +9%
FANJ
1373
Financial Architects (New Jersey)
New Jersey
$848K +$1.64K +27 +0.2%
BC
1374
Banced Corp
Illinois
$837K -$473K -7,799 -36%
NFG
1375
Next Financial Group
Texas
$837K -$787 -13 -0.1%
53 54
55
56 57