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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 %
BGDI
1426
BW Gestao de Investimentos
Brazil
$660K +$315K +5,200 +91%
FNBTCON
1427
First National Bank & Trust Co of Newtown
Pennsylvania
$659K -$49.9K -823 -7%
SWM
1428
Segment Wealth Management
Texas
$659K +$359K +5,920 +119%
WPW
1429
Waldron Private Wealth
Pennsylvania
$658K -$37K -610 -5%
BB
1430
Bell Bank
North Dakota
$656K -$49.6K -820 -7%
AI
1431
Atria Investments
North Carolina
$653K -$208K -3,434 -24%
CL
1432
CPWM LLC
Washington
$646K -$74.2K -1,226 -10%
RCA
1433
Rex Capital Advisors
Rhode Island
$646K – – –
PAM
1434
Palisade Asset Management
Minnesota
$644K +$78.7K +1,300 +14%
RC
1435
Reik & Co
New York
$642K – – –
CPA
1436
Cowen Prime Advisors
New York
$637K +$139K +2,301 +28%
LC
1437
Loews Corp
New York
$632K – – –
MA
1438
MCF Advisors
Kentucky
$632K +$303 +5 +0%
CK
1439
Cohen Klingenstein
New York
$630K – – –
SFA
1440
Sequoia Financial Advisors
Ohio
$628K +$79.6K +1,313 +15%
CG
1441
Clinton Group
New York
$622K +$622K +10,272 New
SGAM
1442
Steinberg Global Asset Management
Florida
$620K +$30.5K +503 +5%
DR
1443
Davis Rea
Ontario, Canada
$619K +$269K +4,435 +77%
B
1444
BancorpSouth
Mississippi
$618K +$12.1K +200 +2%
WIM
1445
Waverton Investment Management
United Kingdom
$615K +$8.36K +138 +1%
CCT
1446
Country Club Trust
Missouri
$612K -$9.46K -156 -2%
IP
1447
Interval Partners
New York
$606K -$2.16M -35,665 -78%
W
1448
Wealthquest
Ohio
$606K – – –
UMA
1449
USA Mutuals Advisors
Texas
$606K +$606K +10,000 New
RP
1450
Rowlandmiller & Partners
Georgia
$602K +$28.1K +465 +5%
56 57
58
59 60