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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 %
SCA
1626
Samson Capital Advisors
New York
$291K – – –
BRA
1627
Bender Robert & Associates
California
$289K -$2.72K -45 -0.9%
CYG
1628
Clean Yield Group
Vermont
$287K – – –
CWA
1629
Constellation Wealth Advisors
New York
$281K +$33.4K +550 +13%
TCB
1630
Texas Capital Bancshares
Texas
$279K -$17.6K -290 -6%
SAM
1631
SignalPoint Asset Management
Missouri
$277K +$61 +1 +0%
LNB
1632
Ledyard National Bank
$275K -$8.18K -135 -3%
YMRC
1633
Yorktown Management & Research Company
Virginia
$273K – – –
BBNB
1634
Baker Boyer National Bank
Washington
$272K +$9.95K +164 +4%
LWM
1635
Lenox Wealth Management
Ohio
$271K -$22K -363 -8%
FGP
1636
Foyston, Gordon, & Payne
Ontario, Canada
$271K – – –
PFA
1637
Pure Financial Advisors
California
$271K +$271K +4,480 New
JGUA
1638
John G. Ullman & Associates
New York
$268K -$15.8K -260 -6%
FAM
1639
Formidable Asset Management
Ohio
$265K -$201K -3,081 -43%
BOS
1640
Bingham Osborn & Scarborough
California
$265K -$29.9K -493 -10%
BL
1641
Balentine LLC
Georgia
$264K +$264K +4,358 New
FWM
1642
Focused Wealth Management
New York
$263K -$16.3K -269 -6%
CCA
1643
Conestoga Capital Advisors
Pennsylvania
$263K – – –
TNB
1644
Thomasville National Bank
Georgia
$263K – – –
DSAM
1645
Dock Street Asset Management
Florida
$262K -$30.3K -500 -10%
HR
1646
Howe & Rusling
New York
$260K -$71.3K -1,179 -22%
NFG
1647
Nadler Financial Group
Illinois
$260K -$10.8K -178 -4%
USGIU
1648
U.S. Global Investors (USGI)
Texas
$260K – – –
ORI
1649
Oak Ridge Investments
Illinois
$260K +$1.03K +17 +0.4%
FC
1650
Financial Consulate
Maryland
$259K -$35.7K -590 -12%
64 65
66
67 68