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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 %
PWAP
1401
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$743K – – –
SCA
1402
Salient Capital Advisors
Texas
$742K +$73.3K +1,171 +11%
LJHT
1403
Laurie J. Hall Trustee
$738K -$8.48K -140 -1%
GCMG
1404
Gyroscope Capital Management Group
Florida
$738K – – –
HB
1405
Homrich & Berg
Georgia
$728K -$87K -1,437 -11%
TTWM
1406
TCV Trust & Wealth Management
Virginia
$721K +$130K +2,150 +22%
BEAM
1407
Baker Ellis Asset Management
Washington
$715K +$66.1K +1,091 +10%
HH
1408
Hilltop Holdings
Texas
$714K +$325K +5,368 +84%
IAM
1409
ICM Asset Management
Washington
$712K -$80.3K -1,325 -10%
MCM
1410
Mork Capital Management
California
$709K – – –
EMR
1411
Errol M. Rudman
$706K -$261K -4,300 -27%
TMC
1412
Trellus Management Company
Florida
$703K – – –
AIM
1413
Acropolis Investment Management
Missouri
$703K +$98.7K +1,630 +16%
MHI
1414
Miller Howard Investments
New York
$698K – – –
AL
1415
Airain Ltd
Guernsey
$696K -$43.1K -711 -6%
KAM
1416
Keeley Asset Management
Illinois
$694K – – –
GIP
1417
Granite Investment Partners
California
$693K – – –
IH
1418
IFC Holdings
Florida
$689K +$79.5K +1,333 +13%
MCM
1419
Maple Capital Management
Vermont
$687K -$15K -248 -2%
WFMPM
1420
Woodley Farra Manion Portfolio Management
Indiana
$686K +$25.1K +414 +4%
WWM
1421
Willingdon Wealth Management
North Carolina
$683K -$687K -11,341 -50%
FUBT
1422
First United Bank & Trust
Maryland
$675K +$115K +1,898 +21%
IT
1423
Independence Trust
Tennessee
$669K – – –
CP
1424
Camelot Portfolios
Ohio
$664K +$39K +644 +6%
CAI
1425
Capital Advisors Inc
Oklahoma
$662K +$248K +4,098 +60%
55 56
57
58 59