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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 %
CIA
1451
CCM Investment Advisers
South Carolina
$597K -$450K -7,438 -43%
GCP
1452
GSA Capital Partners
United Kingdom
$595K +$595K +9,815 New
LCM
1453
Liberty Capital Management
Michigan
$594K – – –
KPCM
1454
Kings Point Capital Management
New York
$593K +$60.6K +1,000 +11%
BCM
1455
Beck Capital Management
Texas
$591K +$121K +2,000 +26%
LOCC
1456
Lombard Odier & Cie (Canada)
Quebec, Canada
$588K – – –
WA
1457
Wheatland Advisors
Pennsylvania
$579K +$1.51K +25 +0.3%
ASN
1458
Advisory Services Network
Georgia
$574K +$115K +1,894 +25%
TT
1459
Tiedemann Trust
Delaware
$572K – – –
GSBTD
1460
Glenview State Bank Trust Department
Illinois
$572K +$18.2K +300 +3%
SCM
1461
Salem Capital Management
Massachusetts
$570K – – –
BO
1462
Bank OZK
Arkansas
$569K – – –
JPTCCM
1463
J.P. Turner & Co Capital Management
Georgia
$557K +$2.66K +44 +0.5%
AIM
1464
AMI Investment Management
Indiana
$551K – – –
RMAM
1465
Raab & Moskowitz Asset Management
New Jersey
$550K +$8.54K +141 +2%
CCG
1466
Chatham Capital Group
Georgia
$549K +$29.7K +490 +6%
CPO
1467
Cerity Partners OCIO
New York
$545K -$46.4K -765 -8%
Kayne Anderson Rudnick Investment Management
1468
Kayne Anderson Rudnick Investment Management
California
$545K – – –
TRIM
1469
Thompson Rubinstein Investment Management
Oregon
$542K – – –
LS
1470
Lupo Securities
Illinois
$538K +$65.1K +1,075 +14%
KTC
1471
Kistler-Tiffany Companies
Pennsylvania
$535K +$2.24K +37 +0.4%
RT
1472
Rockland Trust
Massachusetts
$534K -$50.3K -830 -9%
LCOV
1473
London Company of Virginia
Virginia
$534K +$534K +8,815 New
QCMC
1474
Quantum Capital Management (California)
California
$531K -$77.2K -1,275 -13%
FIM
1475
Freedom Investment Management
Connecticut
$529K +$66.8K +1,103 +14%
57 58
59
60 61