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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 %
PC
251
Polar Capital
United Kingdom
$63.7M -$14.6M -241,318 -19%
HEIP
252
Hudson Edge Investment Partners
New Jersey
$62.9M -$5.1M -84,113 -7%
ZIM
253
Zacks Investment Management
Illinois
$62.3M +$14M +231,026 +29%
SWITC
254
Stewart West Indies Trading Company
Colorado
$62.3M – – –
AG
255
Aperio Group
California
$61.7M +$4.76M +78,497 +8%
SCP
256
Seizert Capital Partners
Michigan
$60.7M -$22.9M -377,897 -27%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$57.4M -$581K -9,591 -1%
Janus Henderson Group
258
Janus Henderson Group
United Kingdom
$57.4M -$8.66M -142,858 -13%
BTW
259
Boston Trust Walden
Massachusetts
$57.2M -$7.22M -119,216 -11%
VRS
260
Virginia Retirement Systems
Virginia
$57.2M -$6.51M -107,533 -10%
Nuveen Asset Management
261
Nuveen Asset Management
Illinois
$56.8M -$33.7M -555,553 -37%
WG
262
Winton Group
United Kingdom
$56.5M +$44.5M +734,385 +370%
IRF
263
IBM Retirement Fund
New York
$56.4M -$96.6K -1,594 -0.2%
BCM
264
Becker Capital Management
Oregon
$55.4M +$65.5K +1,081 +0.1%
TCM
265
Tetrem Capital Management
Manitoba, Canada
$55.1M +$9.13M +150,677 +20%
SW
266
SVB Wealth
Massachusetts
$55M +$464K +7,658 +0.8%
DCM
267
Dupont Capital Management
Delaware
$54.9M -$10.3M -170,620 -16%
CB
268
Commerce Bank
Missouri
$54.9M +$2.13M +35,108 +4%
PMG
269
Private Management Group
California
$54.7M +$472K +7,790 +0.9%
EIM
270
ExxonMobil Investment Management
Texas
$54.3M +$926K +15,285 +2%
Zurich Cantonal Bank
271
Zurich Cantonal Bank
Switzerland
$54.2M +$21.6M +356,449 +66%
CP
272
Cumberland Partners
Ontario, Canada
$53.7M -$2.45M -40,440 -4%
AIM
273
abrdn Investment Management
United Kingdom
$53.7M -$16.1M -265,284 -23%
MMH
274
Menora Mivtachim Holdings
Israel
$52.8M +$22.1M +365,600 +72%
GG
275
Gofen & Glossberg
Illinois
$52.7M -$498K -8,226 -0.9%
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