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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 %
HJA
1501
Hugh Johnson Advisors
New York
$484K +$1.76K +29 +0.4%
GWCM
1502
Godshalk Welsh Capital Management
Pennsylvania
$482K – – –
CAM
1503
Concorde Asset Management
Michigan
$481K +$185K +2,947 +62%
Two Sigma Advisers
1504
Two Sigma Advisers
New York
$480K -$16.9M -278,720 -97%
PSC
1505
Prentiss Smith & Co
Vermont
$478K +$36.3K +600 +8%
HW
1506
Hancock Whitney
Mississippi
$477K +$78.2K +1,291 +20%
IF
1507
IRON Financial
Illinois
$475K -$83.5K -1,377 -15%
NIT
1508
NumerixS Investment Technologies
British Columbia, Canada
$473K +$473K +7,800 New
AWM
1509
AllSquare Wealth Management
New York
$467K +$61 +1 +0%
LI
1510
Lafayette Investments
Maryland
$466K – – –
KCPG
1511
Kavar Capital Partners Group
Kansas
$460K -$18.6K -307 -4%
BRM
1512
Boston Research & Management
Massachusetts
$459K – – –
Edgewood Management
1513
Edgewood Management
Connecticut
$459K – – –
DHFB
1514
Dixon Hubard Feinour & Brown
Virginia
$453K +$12.1K +200 +3%
JIP
1515
Jaffetilchin Investment Partners
Florida
$453K +$453K +7,479 New
PCM
1516
Perritt Capital Management
Illinois
$449K -$5.76K -95 -1%
RDM
1517
Retirement Design & Management
Connecticut
$447K -$2.56M -42,168 -85%
RCWMU
1518
Rothschild & Co Wealth Management (UK)
United Kingdom
$442K +$260K +4,300 +143%
MBT
1519
Montecito Bank & Trust
California
$441K +$20.4K +336 +5%
KIC
1520
Keating Investment Counselors
Florida
$439K +$15.1K +250 +4%
HCM
1521
Hodges Capital Management
Texas
$439K +$109K +1,797 +33%
SFM
1522
Signature Financial Management
Virginia
$433K -$10.8K -178 -2%
Two Sigma Investments
1523
Two Sigma Investments
New York
$431K -$57.2M -945,397 -99%
FPCP
1524
Fort Point Capital Partners
California
$430K +$42.4K +700 +11%
KFS
1525
Kurt F. Somerville
$429K -$88.9K -1,470 -17%
59 60
61
62 63