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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 %
GF
226
Gabelli Funds
New York
$78.2M -$2.23M -36,800 -3%
GT
227
Glenmede Trust
Pennsylvania
$77.8M -$6.9M -113,818 -8%
ECA
228
Endeavour Capital Advisors
Connecticut
$77.4M – – –
CLOS
229
Compagnie Lombard Odier SCmA
Switzerland
$77.1M +$12.2M +202,233 +19%
Nomura Asset Management
230
Nomura Asset Management
Japan
$76.7M -$3.84M -63,369 -5%
GI
231
GAMCO Investors
Connecticut
$75.9M -$825K -13,616 -1%
RCAMU
232
Rothschild & Co Asset Management US
Connecticut
$75.6M +$1.22M +20,120 +2%
ASC
233
Atalanta Sosnoff Capital
New York
$75.5M +$2.04M +33,755 +3%
National Pension Service
234
National Pension Service
South Korea
$75.2M +$10.8M +178,876 +17%
NI
235
Numeric Investors
Massachusetts
$74.6M -$40.4M -666,900 -35%
1832 Asset Management
236
1832 Asset Management
Ontario, Canada
$74.3M +$23.7M +390,182 +47%
HNB
237
Huntington National Bank
Ohio
$74.2M -$2.39M -39,409 -3%
Envestnet Asset Management
238
Envestnet Asset Management
Illinois
$73.5M +$68.1M +1,123,589 +1,249%
ERSOT
239
Employees Retirement System of Texas
Texas
$73.4M -$10.8M -178,300 -13%
BNP Paribas Asset Management
240
BNP Paribas Asset Management
France
$71.6M +$16.3M +268,740 +29%
N
241
Natixis
France
$70.8M -$34.1M -563,714 -33%
KIG
242
Kovitz Investment Group
Illinois
$70.7M -$2.43M -40,165 -3%
FQ
243
First Quadrant
California
$69.6M +$30M +494,406 +76%
SCM
244
Smead Capital Management
Arizona
$69.5M +$24.2M +398,730 +53%
DL
245
Delta Lloyd
Netherlands
$67.8M +$3M +49,549 +5%
OA
246
Omega Advisors
New York
$66.8M +$9.75M +161,000 +17%
HCM
247
Huber Capital Management
California
$66M -$1.62M -26,800 -2%
ACM
248
Argent Capital Management
Missouri
$65.5M +$5.5M +90,743 +9%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$65.4M +$54.5K +900 +0.1%
Macquarie Group
250
Macquarie Group
Australia
$65.2M +$2.61M +43,080 +4%
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