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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 %
FWM
1376
Frontier Wealth Management
Missouri
$835K -$197K -3,250 -19%
GAM
1377
Griffin Asset Management
New York
$835K -$143K -2,360 -15%
PFM
1378
Phillips Financial Management
Indiana
$835K +$885 +14 +0.1%
PMFA
1379
Plante Moran Financial Advisors
Michigan
$824K -$25.9K -427 -3%
CASB
1380
Cape Ann Savings Bank
Massachusetts
$824K -$23.8K -393 -3%
KT
1381
Kanaly Trust
Texas
$824K -$10.7K -177 -1%
GHAM
1382
Gilman Hill Asset Management
Connecticut
$821K +$95.4K +1,575 +13%
QSS
1383
Quantitative Systematic Strategies
Florida
$817K +$817K +13,406 New
MIS
1384
Morningstar Investment Services
Illinois
$816K +$359K +5,921 +78%
GIA
1385
Granite Investment Advisors
New Hampshire
$812K -$71.1K -1,175 -8%
BFA
1386
Bragg Financial Advisors
North Carolina
$811K +$363 +6 +0%
AA
1387
Alesco Advisors
New York
$809K -$1.7K -28 -0.2%
SCM
1388
Southport Capital Management
Tennessee
$803K – – –
AWS
1389
Aris Wealth Services
Pennsylvania
$799K +$66.6K +1,099 +9%
NL
1390
NWAM LLC
Washington
$797K +$5.33K +88 +0.7%
BEC
1391
Blue Edge Capital
Virginia
$796K +$12.4K +205 +2%
WC
1392
Whitnell & Co
Illinois
$792K -$139K -2,297 -15%
SJIM
1393
St. Johns Investment Management
Florida
$788K +$47.6K +785 +6%
PIA
1394
Peachtree Investment Advisors
Georgia
$784K +$354K +5,850 +82%
FSA
1395
Franklin Street Advisors
North Carolina
$780K +$24.8K +409 +3%
MCWS
1396
McKinley Carter Wealth Services
West Virginia
$775K -$10.7K -176 -1%
HCM
1397
Howland Capital Management
Massachusetts
$769K – – –
SFSG
1398
Stearns Financial Services Group
North Carolina
$769K +$24.7K +408 +3%
WA
1399
WFG Advisors
Texas
$753K -$371K -6,122 -33%
FFA
1400
First Foundation Advisors
California
$750K +$187K +3,096 +33%
54 55
56
57 58