JPM icon

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 %
WP
1551
WealthPLAN Partners
Nebraska
$390K +$390K +6,440 New
LG
1552
LaFleur & Godfrey
Michigan
$388K -$26K -430 -6%
CCMW
1553
Cypress Capital Management (Wyoming)
Wyoming
$385K – – –
LCM
1554
Lucas Capital Management
New Jersey
$385K – – –
CBT
1555
Central Bank & Trust
Kentucky
$384K +$165K +2,715 +75%
AP
1556
Atwood & Palmer
Missouri
$382K -$14.5K -239 -4%
GJCM
1557
Grand Jean Capital Management
California
$381K – – –
RB
1558
Rodgers Brothers
Pennsylvania
$381K – – –
PGA
1559
Portland Global Advisors
Maine
$381K – – –
KAH
1560
Kathryn A. Hall
$376K – – –
VIA
1561
Vident Investment Advisory
Georgia
$376K +$35.1K +580 +10%
CAS
1562
CTC Alternative Strategies
Illinois
$376K +$54.5K +900 +17%
NCMG
1563
NCM Capital Management Group
North Carolina
$372K – – –
MCA
1564
Mercer Capital Advisers
New Jersey
$372K – – –
KWMG
1565
King Wealth Management Group
Florida
$370K -$94.7K -1,567 -20%
WDA
1566
Wendell David Associates
New Hampshire
$370K – – –
AWA
1567
ARS Wealth Advisors
Florida
$370K +$10.4K +172 +3%
RHDIC
1568
R.H. Dinel Investment Counsel
California
$368K -$218K -3,600 -37%
GS
1569
GAM Systematic
United Kingdom
$366K -$1.01M -16,662 -73%
GWM
1570
Gupta Wealth Management
California
$365K +$365K +6,025 New
SC
1571
Saiers Capital
New York
$364K +$364K +6,009 New
AIM
1572
Assured Investment Management
New York
$364K +$364K +6,016 New
AAM
1573
Augustine Asset Management
Florida
$361K – – –
SC
1574
Searle & Co
Connecticut
$359K – – –
OAM
1575
Oberweis Asset Management
Illinois
$358K +$242 +4 +0.1%
61 62
63
64 65