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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 %
FNBOO
1776
First National Bank of Omaha
Nebraska
$21.4K +$1.75K +27,657 +9%
IF
1777
Ironwood Financial
Arizona
$21K -$610 -10 -3%
UFA
1778
US Financial Advisors
Massachusetts
$21K – – –
TJHA
1779
Thomas J. Herzfeld Advisors
Florida
$20K +$9.47K +153 +90%
RPG
1780
Risk Paradigm Group
Texas
$18.2K +$18.2K +300 New
SAM
1781
Solaris Asset Management
New York
$18K – – –
EMA
1782
Efficient Market Advisors
California
$18K – – –
DA
1783
Dunvegan Associates
California
$16K – – –
SCP
1784
Syntal Capital Partners
Texas
$15K +$15K +262 New
PO
1785
Private Ocean
California
$12K +$12K +200 New
TIM
1786
Tortoise Investment Management
New York
$10K -$33.5K -566 -77%
AT
1787
Arden Trust
Delaware
$9.81K +$3.29K +54,246 +50%
TCM
1788
TD Capital Management
Tennessee
$7K -$21.8K -339 -76%
OSAM
1789
O'Shaughnessy Asset Management
Connecticut
$7K +$4.31K +69 +160%
DW
1790
Domani Wealth
Pennsylvania
$5.44K +$5.44K +329 New
IMS
1791
Index Management Solutions
Pennsylvania
$5K -$64.9K -1,012 -93%
AH
1792
Achievement Holdings
Illinois
$4.19K -$57.6K -950,900 -93%
BWFA
1793
Baltimore-Washington Financial Advisors
Maryland
$4K -$1.03K -15 -21%
RBC
1794
Roble Belko & Company
Pennsylvania
$4K +$4K +61 New
CFA
1795
Camarda Financial Advisors
Florida
$3K -$83.7K -1,200 -97%
BCMIO
1796
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
LWA
1797
Lowe Wealth Advisors
Maryland
$3K +$3K +50 New
SMG
1798
Spectrum Management Group
Indiana
$1K – – –
WA
1799
WBH Advisory
Maryland
$566 -$55 -906 -9%
WG
1800
Welch Group
Alabama
$247 – – –
70 71
72
73 74