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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 %
CCB
1851
Cutter & Co Brokerage
Missouri
– -$411K -6,566 Closed
SGH
1852
Schonfeld Group Holdings
New York
– -$399K -6,372 Closed
SEC
1853
Seven Eight Capital
New York
– -$394K -6,300 Closed
DPI
1854
Diversified Portfolios Inc
Michigan
– -$394K -6,294 Closed
AIA
1855
Arbor Investment Advisors
North Carolina
– -$367K -5,870 Closed
TIA
1856
Trust Investment Advisors
Indiana
– -$367K -5,865 Closed
GC
1857
Gratry & Company
Ohio
– -$334K -5,715 Closed
Capital Fund Management (CFM)
1858
Capital Fund Management (CFM)
France
– -$344K -5,494 Closed
BST
1859
Bath Savings Trust
Maine
– -$337K -5,379 Closed
BAAM
1860
Baker Avenue Asset Management
California
– -$329K -5,250 Closed
GCM
1861
Glaxis Capital Management
Florida
– -$313K -5,000 Closed
BWP
1862
BSW Wealth Partners
Colorado
– -$313K -5,000 Closed
KCM
1863
Karp Capital Management
California
– -$285K -4,550 Closed
SOADOR
1864
State of Alaska Department of Revenue
Alaska
– -$276K -4,420 Closed
NERM
1865
New England Research & Management
Illinois
– -$275K -4,400 Closed
AIIMS
1866
Analyst IMS Investment Management Services
Israel
– -$254K -4,039 Closed
AMG
1867
Asset Management Group
Connecticut
– -$247K -3,952 Closed
NG
1868
Northstar Group
New York
– -$239K -3,825 Closed
BPCE
1869
Bank Pictet & Cie (Europe)
Germany
– -$232K -3,700 Closed
TBA
1870
Train Babcock Advisors
New York
– -$231K -3,700 Closed
BHC
1871
Bowen Hanes & Co
Florida
– -$217K -3,471 Closed
JT
1872
Jump Trading
Illinois
– -$212K -3,381 Closed
OA
1873
Oxbow Advisors
Texas
– -$212K -3,381 Closed
CM
1874
Cornerstone Management
Georgia
– -$208K -3,323 Closed
RTS
1875
Round Table Services
New Jersey
– -$207K -3,308 Closed
72 73 74
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