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 %
MSR
1601
Main Street Research
Connecticut
$324K +$64.7K +1,069 +25%
Pacer Advisors
1602
Pacer Advisors
Pennsylvania
$323K +$323K +5,333 New
BAM
1603
Brave Asset Management
New Jersey
$322K +$18.2K +300 +6%
PCM
1604
Pointe Capital Management
Michigan
$320K +$320K +5,283 New
PFS
1605
Prospera Financial Services
Texas
$319K +$64.3K +1,222 +25%
TC
1606
Telemus Capital
Michigan
$313K -$375K -6,197 -54%
DDC
1607
DF Dent & Co
Maryland
$313K – – –
KSA
1608
Ken Stern & Associates
California
$312K +$52.9K +874 +20%
PCMC
1609
Paragon Capital Management (Colorado)
Colorado
$312K -$14K -231 -4%
CS
1610
Comerica Securities
Michigan
$309K +$309K +5,109 New
IWC
1611
Integrated Wealth Counsel
California
$308K -$9.2K -152 -3%
STI
1612
Susquehanna Trust & Investment
Pennsylvania
$306K -$24.3K -400 -7%
CRIG
1613
Charter Research & Investment Group
Connecticut
$303K – – –
RVP
1614
Relative Value Partners
Illinois
$303K – – –
CWM
1615
Cranbrook Wealth Management
Michigan
$302K – – –
HIC
1616
Holderness Investments Company
North Carolina
$302K – – –
AAS
1617
Annex Advisory Services
Wisconsin
$302K +$302K +4,989 New
HCM
1618
Harvey Capital Management
Florida
$302K +$302K +5,000 New
MA
1619
Marshwinds Advisory
Georgia
$301K -$5.45K -90 -2%
SC
1620
Scholtz & Company
Connecticut
$298K -$212K -3,500 -42%
HAIM
1621
Hunter Associates Investment Management
Pennsylvania
$296K – – –
SIG
1622
Sky Investment Group
Connecticut
$294K +$5.28K +87 +2%
SGC
1623
South Georgia Capital
Illinois
$293K +$230K +3,800 +368%
SNBOSD
1624
Security National Bank of So Dak
Iowa
$292K -$24.3K -401 -8%
BFA
1625
Beaumont Financial Advisors
Massachusetts
$292K -$17.3K -285 -6%
63 64
65
66 67