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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 %
FIG
1701
Fusion Investment Group
Pennsylvania
$208K +$6.61K +109 +3%
MIC
1702
Meridian Investment Counsel
California
$208K +$208K +3,434 New
B
1703
Bellecapital
Switzerland
$207K – – –
TA
1704
Teton Advisors
New York
$206K – – –
CCC
1705
Chelsea Counsel Company
California
$206K – – –
B
1706
Bailard
California
$204K +$204K +3,372 New
SAS
1707
Spectrum Advisory Services
Georgia
$203K +$203K +3,356 New
PCMK
1708
Paragon Capital Management (Kansas)
Kansas
$202K – – –
PHAM
1709
Palisades Hudson Asset Management
Florida
$201K – – –
SIG
1710
Stanford Investment Group
California
$198K -$4.25K -70 -2%
VNA
1711
Valley National Advisers
Pennsylvania
$195K +$78.1K +1,290 +67%
VIMU
1712
Veritas Investment Management (UK)
United Kingdom
$194K – – –
CCS
1713
Crosspoint Capital Strategies
California
$180K -$2.81M -46,509 -94%
GAM
1714
Gemmer Asset Management
California
$178K +$13.7K +226 +8%
ACPU
1715
Arrowgrass Capital Partners (US)
Delaware
$178K +$158K +2,605 +799%
SC
1716
SRB Corp
Massachusetts
$174K +$30.6K +504 +21%
CFA
1717
CT Financial Advisors
Pennsylvania
$167K – – –
WCM
1718
Wealthcare Capital Management
Virginia
$165K +$120K +1,970 +263%
SC
1719
Saturna Capital
Washington
$160K – – –
CCM
1720
Cutler Capital Management
Massachusetts
$151K +$151K +2,500 New
HTHT
1721
Hemenway Trust Hemenway Trust
New Hampshire
$145K – – –
PCTC
1722
Perkins Coie Trust Company
Washington
$143K +$30.2K +500 +27%
HF
1723
Hoxton Financial
West Virginia
$136K – – –
ED
1724
Exane Derivatives
France
$135K -$428K -7,069 -76%
TRCT
1725
Tower Research Capital (TRC)
New York
$133K +$133K +2,200 New
67 68
69
70 71