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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 %
CT
1526
Coastline Trust
Rhode Island
$427K -$8.19K -135 -2%
PIM
1527
Provident Investment Management
Michigan
$424K – – –
DAS
1528
Dynamic Advisor Solutions
Arizona
$424K +$424K +7,001 New
MBI
1529
Montrusco Bolton Investments
Quebec, Canada
$422K +$422K +6,970 New
LC
1530
Lourd Capital
California
$421K +$21.2K +350 +5%
RMCM
1531
Reynders McVeigh Capital Management
Massachusetts
$419K -$93K -1,535 -18%
BHA
1532
Beech Hill Advisors
New York
$419K – – –
NYLT
1533
New York Life Trust
New York
$418K -$5.21K -86 -1%
BHBT
1534
Burke & Herbert Bank & Trust
Virginia
$416K -$61.5K -1,016 -13%
MJRIC
1535
Mogy Joel R Investment Counsel
California
$416K – – –
AF
1536
Affiance Financial
Minnesota
$415K -$15.2K -251 -4%
ACA
1537
Anchor Capital Advisors
Massachusetts
$413K -$3.03K -50 -0.7%
HA
1538
Hamel Associates
New Jersey
$413K – – –
AIM
1539
Acuity Investment Management
Ontario, Canada
$412K – – –
AW
1540
Alpha Windward
Massachusetts
$400K -$6.23K -103 -2%
CC
1541
Capital Counsel
New York
$400K – – –
RGNCM
1542
R.G. Niederhoffer Capital Management
New York
$400K +$400K +6,600 New
FNBSF
1543
First National Bank Sioux Falls
South Dakota
$399K +$14.4K +238 +4%
Twin Tree Management
1544
Twin Tree Management
Texas
$398K +$398K +6,578 New
AWA
1545
Arete Wealth Advisors
Illinois
$397K -$25.4K -420 -6%
EP
1546
Elkhorn Partners
Nebraska
$394K – – –
TIM
1547
TBP Investments Management
Texas
$394K – – –
CHP
1548
Cable Hill Partners
Oregon
$394K +$33.1K +553 +9%
TCM
1549
Traynor Capital Management
Pennsylvania
$392K +$5.87K +97 +2%
PNAA
1550
Pictet North America Advisors
Switzerland
$391K – – –
60 61
62
63 64