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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 %
MFW
1476
Meristem Family Wealth
Minnesota
$526K +$7.03K +116 +1%
LFG
1477
LifePlan Financial Group
Ohio
$524K – – –
ECAM
1478
East Coast Asset Management
Massachusetts
$522K +$5.87K +97 +1%
ACM
1479
Aviance Capital Management
Florida
$520K -$5.96M -98,387 -92%
HCM
1480
Highlander Capital Management
New Jersey
$516K – – –
SA
1481
Strategic Advisors
New York
$516K +$5.18K +90 +1%
SS
1482
Sunbelt Securities
Texas
$515K -$21.9K -362 -4%
FPCG
1483
Fort Pitt Capital Group
Pennsylvania
$515K +$42.6K +703 +9%
NCM
1484
Northroad Capital Management
New York
$512K -$51.8K -855 -9%
HCM
1485
Hall Capital Management
Rhode Island
$511K +$15.1K +250 +3%
BFEC
1486
Benjamin F. Edwards & Company
Missouri
$511K +$368K +6,066 +256%
LA
1487
Lau Associates
Delaware
$509K – – –
CC
1488
Cannell & Co
New York
$507K -$12.1K -200 -2%
HI
1489
Hudock Inc
Pennsylvania
$506K -$21.1K -348 -4%
FNB
1490
Farmers National Bank
Kentucky
$499K -$49.7K -821 -9%
VNA
1491
VNBTrust National Association
Virginia
$498K +$4.24K +70 +0.9%
AL
1492
Aspiriant LLC
California
$492K +$492K +8,122 New
PHK
1493
Point72 Hong Kong
Hong Kong
$489K +$259K +4,266 +112%
OWP
1494
Obermeyer Wealth Partners
Colorado
$488K – – –
I2I
1495
Insight 2811 Inc
Illinois
$488K +$50.8K +839 +12%
AssetMark Inc
1496
AssetMark Inc
California
$487K -$1.83M -30,194 -79%
MG
1497
MDE Group
New Jersey
$487K -$17.4K -287 -3%
TSS
1498
Two Sigma Securities
New York
$487K +$487K +8,041 New
WCM
1499
Weik Capital Management
Pennsylvania
$486K – – –
CIG
1500
Consolidated Investment Group
Colorado
$484K – – –
58 59
60
61 62