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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 %
MWAN
1726
Mariner Wealth Advisors (NYC)
Kansas
$128K +$128K +2,116 New
RFA
1727
Reilly Financial Advisors
California
$120K -$62K -1,026 -34%
BBPWM
1728
Blue Bell Private Wealth Management
Pennsylvania
$120K – – –
F
1729
FolioMetrix
Nebraska
$114K – – –
KLWA
1730
Kelly Lawrence W & Associates
California
$109K – – –
TCM
1731
Tanaka Capital Management
New York
$105K -$4.86K -80 -4%
MCM
1732
MV Capital Management
Maryland
$103K – – –
HCP
1733
Holt Capital Partners
Texas
$98K – – –
MSFP
1734
Mark Sheptoff Financial Planning
Connecticut
$98K +$30.4K +500 +45%
HCM
1735
Horrell Capital Management
Arkansas
$95K -$28.9K -477 -23%
P
1736
Palladiem
Pennsylvania
$91K – – –
AF
1737
Allworth Financial
California
$91K +$91K +1,497 New
PIA
1738
Piedmont Investment Advisors
North Carolina
$89.6K – – –
LWA
1739
Lenox Wealth Advisors
New York
$86K – – –
CAL
1740
Capital Advisors Ltd
Ohio
$84K – – –
TFO
1741
Tarbox Family Office
California
$81K -$362 -6 -0.4%
PCC
1742
Park Circle Company
Maryland
$79K – – –
TCCM
1743
Timber Creek Capital Management
Massachusetts
$73K – – –
CFSG
1744
Community Financial Services Group
Vermont
$70K -$15.7K -260 -18%
TWMP
1745
Taylor Wealth Management Partners
Massachusetts
$68K +$68K +1,125 New
AA
1746
AlphaMark Advisors
Kentucky
$65K – – –
JWM
1747
Jackson Wealth Management
Florida
$64K +$64K +1,063 New
AAC
1748
Asset Advisors Corp
Georgia
$63K – – –
S
1749
SignatureFD
Georgia
$63K +$10.2K +170 +19%
MJP
1750
Michael J. Puzo
$63K +$63K +1,045 New
68 69
70
71 72