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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 %
CM
1826
Churchill Management
California
– -$3.02M -48,295 Closed
HI
1827
HBK Investments
Texas
– -$2.87M -45,901 Closed
CAM
1828
CMT Asset Management
Illinois
– -$2.7M -43,137 Closed
LCM
1829
Leonard Capital Management
Florida
– -$2.4M -38,331 Closed
FAM
1830
Foothills Asset Management
Arizona
– -$2.14M -34,237 Closed
EPM
1831
Equitec Proprietary Markets
Illinois
– -$2.11M -33,747 Closed
BA
1832
Bridgewater Associates
Connecticut
– -$2.11M -33,742 Closed
HCC
1833
Hirtle Callaghan & Co
Pennsylvania
– -$2.04M -32,530 Closed
AP
1834
AHL Partners
United Kingdom
– -$1.78M -28,372 Closed
PCM
1835
PAR Capital Management
Massachusetts
– -$1.25M -20,000 Closed
NIP
1836
Nicholas Investment Partners
California
– -$1.21M -19,274 Closed
WA
1837
Winfield Associates
Ohio
– -$1.13M -17,995 Closed
ACM
1838
Argonaut Capital Management
New York
– -$964K -15,399 Closed
MCM
1839
Matarin Capital Management
New York
– -$928K -14,830 Closed
RT
1840
Reliance Trust
Georgia
– -$870K -13,901 Closed
BMCMI
1841
Bryn Mawr Capital Management Inc
Pennsylvania
– -$858K -13,707 Closed
MTIM
1842
Marathon Trading Investment Management
Pennsylvania
– -$707K -11,300 Closed
Squarepoint
1843
Squarepoint
New York
– -$707K -11,300 Closed
AWA
1844
AmeriServ Wealth Advisors
Pennsylvania
– -$677K -10,833 Closed
MC
1845
Menta Capital
California
– -$638K -10,200 Closed
ST
1846
Sageworth Trust
Pennsylvania
– -$590K -9,433 Closed
MIAN
1847
Mariner Independent Advisor Network
Kansas
– -$589K -9,408 Closed
ID
1848
Integral Derivatives
New York
– -$525K -8,397 Closed
EGM
1849
Engineers Gate Manager
New York
– -$423K -6,766 Closed
EVC
1850
Eidelman Virant Capital
Missouri
– -$419K -6,700 Closed
72 73
74
75 76