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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 %
EIA
1576
Edgemoor Investment Advisors
Maryland
$357K -$32.1K -530 -8%
AF
1577
Aldebaran Financial
$356K -$212K -3,496 -37%
Victory Capital Management
1578
Victory Capital Management
Texas
$353K -$115M -1,898,095 -100%
BSW
1579
Buckingham Strategic Wealth
Missouri
$351K -$38.9K -642 -10%
WCM
1580
Windsor Capital Management
Arizona
$348K +$29.7K +490 +9%
NYLIM
1581
New York Life Investment Management
New York
$346K +$109K +1,806 +46%
IAA
1582
Ironsides Asset Advisors
North Carolina
$344K -$44.3K -730 -11%
HCM
1583
Hengehold Capital Management
Ohio
$344K -$6.06K -100 -2%
Verition Fund Management
1584
Verition Fund Management
Connecticut
$343K +$9.59K +158 +3%
REMPR
1585
Roof Eidam Maycock Peralta (REMP)
California
$342K – – –
LRIC
1586
Long Road Investment Counsel
Michigan
$340K – – –
AIM
1587
Allen Investment Management
New York
$339K – – –
AIM
1588
Arcadia Investment Management
Michigan
$339K – – –
KFA
1589
Kelleher Financial Advisors
New York
$339K +$12.7K +210 +4%
ACS
1590
Archford Capital Strategies
Illinois
$339K +$22.3K +368 +7%
ZCA
1591
Zeke Capital Advisors
Pennsylvania
$338K – – –
BA
1592
BKS Advisors
Michigan
$336K +$336K +5,549 New
WA
1593
Wealth Architects
California
$332K -$14.4K -238 -4%
CAW
1594
Cornerstone Advisors (Washington)
Washington
$331K -$909 -15 -0.3%
WMC
1595
Westwood Management Corporation
Illinois
$331K – – –
VIA
1596
Vantage Investment Advisors
Pennsylvania
$330K +$194K +3,199 +142%
VHAM
1597
Van Hulzen Asset Management
California
$329K -$136K -2,247 -29%
CPS
1598
Counsel Portfolio Services
Ontario, Canada
$327K -$2.71M -44,792 -89%
PCM
1599
Prelude Capital Management
New York
$327K -$195K -3,225 -37%
PAA
1600
Peregrine Asset Advisers
Oregon
$324K – – –
62 63
64
65 66