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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 %
IC
1651
Intersect Capital
California
$259K -$3.73K -59 -1%
SFI
1652
SPC Financial Inc
Maryland
$257K -$106K -1,746 -29%
UAS
1653
United Asset Strategies
New York
$257K -$30.8K -486 -11%
TCM
1654
Towercrest Capital Management
Pennsylvania
$257K +$257K +4,067 New
IIC
1655
Ironwood Investment Counsel
Arizona
$255K -$21.3K -352 -8%
ARMC
1656
American Research & Management Company
Massachusetts
$254K – – –
CAG
1657
Crestwood Advisors Group
Massachusetts
$253K -$37K -610 -13%
VWM
1658
Vector Wealth Management
Minnesota
$252K +$18.5K +305 +8%
GWA
1659
Genesis Wealth Advisors
Massachusetts
$250K -$6K -100 -2%
FCIM
1660
Fairview Capital Investment Management
California
$247K -$9.57K -158 -4%
DIP
1661
DT Investment Partners
Pennsylvania
$247K – – –
RSVP
1662
Ramsay Stattman Vela & Price
Colorado
$247K – – –
NGA
1663
Naples Global Advisors
Florida
$247K +$22.2K +366 +10%
RWM
1664
Rench Wealth Management
Texas
$245K +$424 +7 +0.2%
BRWM
1665
B. Riley Wealth Management
Tennessee
$244K +$60.5K +1,001 +33%
DFIM
1666
Detwiler Fenton Investment Management
Massachusetts
$244K +$244K +4,034 New
AFG
1667
Albion Financial Group
Utah
$243K – – –
SFWA
1668
Summit Financial Wealth Advisors
Louisiana
$241K +$14K +214 +6%
BWA
1669
Burt Wealth Advisors
Maryland
$240K +$60 +1 +0%
NEPPG
1670
New England Professional Planning Group
Rhode Island
$240K +$240K +3,737 New
RCM
1671
Reynolds Capital Management
Nevada
$236K -$139K -2,300 -37%
CAM
1672
Centre Asset Management
New York
$235K -$213K -3,520 -48%
AI
1673
Accredited Investors
Minnesota
$234K -$2.06K -34 -0.9%
AC
1674
Alexandria Capital
Virginia
$234K +$20.6K +340 +10%
FCMC
1675
Founders Capital Management (Connecticut)
Connecticut
$234K +$234K +3,859 New
65 66
67
68 69