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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
$1.13B
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.7B
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$527M
4
Bank of America
Bank of America
North Carolina
$2.22B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.08B

Top Sellers

1
State Street
State Street
Massachusetts
$9.92B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$499M
3
Wells Fargo
Wells Fargo
California
$1.26B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.05B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$7.54B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1751
ClariVest Asset Management
California
$62K -$293K -4,863 -83%
BC
1752
Blackhill Capital
New Jersey
$61K -$75.3K -1,234 -55%
VCM
1753
Vigilant Capital Management
Maine
$61K -$17.4K -285 -22%
FWC
1754
First Washington Corp
Washington
$61K – – –
TDC
1755
Thompson Davis & Co
Virginia
$58K -$63.8K -1,046 -52%
TFA
1756
Transamerica Financial Advisors
Florida
$58K +$6.04K +99 +12%
TCM
1757
Tradewinds Capital Management
Washington
$55K -$18.1K -297 -25%
LFR
1758
Lehman Financial Resources
Pennsylvania
$51K -$279K -4,650 -85%
GI
1759
Gradient Investments
Minnesota
$51K +$18.7K +312 +58%
CFN
1760
Cordasco Financial Network
Florida
$47K – – –
AWM
1761
Avior Wealth Management
Nebraska
$47K +$20K +325 +74%
SA
1762
SRH Advisors
Kansas
$45K – – –
WAS
1763
Winch Advisory Services
Wisconsin
$43K +$43K +704 New
MUS
1764
Mitsubishi UFJ Securities
Japan
$40K +$40K +660 New
AFS
1765
Aft Forsyth & Sober
Florida
$32K – – –
PIM
1766
Parasol Investment Management
Illinois
$32K – – –
FPFS
1767
First Personal Financial Services
North Carolina
$31K – – –
IP
1768
Isthmus Partners
Wisconsin
$31K – – –
BCFS
1769
Butensky & Cohen Financial Security
Florida
$30K – – –
CP
1770
Corbenic Partners
Pennsylvania
$29K -$7.62K -125 -21%
NC
1771
NewSquare Capital
Pennsylvania
$29K – – –
DOA
1772
D'Orazio & Associates
Virginia
$29K – – –
CG
1773
Cleary Gull
Wisconsin
$27K +$27K +450 New
YL
1774
YCG LLC
Texas
$24K – – –
UB
1775
UMB Bank
Missouri
$22.2K +$373 +6,156 +2%
69 70
71
72 73