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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 %
HIS
1676
Horizon Investment Services
Indiana
$233K +$32.2K +532 +16%
HF
1677
HRT Financial
New York
$233K +$32.4K +536 +16%
JFA
1678
JNBA Financial Advisors
Minnesota
$231K -$8.25K -136 -3%
BFPW
1679
BOK Financial Private Wealth
Colorado
$230K – – –
GWS
1680
Glassman Wealth Services
Virginia
$229K – – –
HHAM
1681
HITE Hedge Asset Management
Massachusetts
$228K – – –
SFS
1682
Summit Financial Strategies
Ohio
$226K -$47.3K -782 -17%
BAM
1683
Bruderman Asset Management
New York
$226K +$226K +3,735 New
IIM
1684
Ironwood Investment Management
Massachusetts
$225K – – –
BCB
1685
Brian C. Broderick
$225K +$113K +1,869 +101%
BJ
1686
Brouwer & Janachowski
California
$222K -$107K -1,764 -33%
HPBT
1687
High Point Bank & Trust
North Carolina
$222K +$36.4K +600 +20%
MKC
1688
M. Kraus & Co
Vermont
$220K -$6.05K -100 -3%
RMC
1689
Regis Management Company
California
$220K – – –
RIA
1690
Regal Investment Advisors
Michigan
$220K +$92.9K +1,532 +73%
FMP
1691
Financial Management Professionals
Texas
$219K – – –
AA
1692
Apriem Advisors
California
$219K +$14.6K +241 +7%
WA
1693
WealthTrust Axiom
Pennsylvania
$218K – – –
EWMCB
1694
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$217K -$3.7K -61 -2%
FNBOH
1695
First National Bank of Hutchinson
Kansas
$216K -$75.6K -1,250 -26%
SHWM
1696
Smith & Howard Wealth Management
Georgia
$216K +$216K +3,566 New
GAM
1697
Gotham Asset Management
New York
$215K +$215K +3,554 New
NPPM
1698
North Point Portfolio Managers
Ohio
$213K – – –
CL
1699
Croft-Leominster
Maryland
$212K – – –
CCP
1700
Clarkston Capital Partners
Michigan
$211K +$211K +3,487 New
66 67
68
69 70