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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 %
SAM
276
Sentinel Asset Management
Vermont
$51.3M -$10.8M -177,500 -17%
FAF
277
Fjarde Ap-fonden
Sweden
$51.1M -$3.23M -53,240 -6%
TAM
278
Todd Asset Management
Kentucky
$49M -$190K -3,131 -0.4%
Lazard Asset Management
279
Lazard Asset Management
New York
$48.9M +$5.05M +83,324 +12%
BAMF
280
BI Asset Management Fondsmaeglerselskab
Denmark
$48.8M +$2.51M +41,400 +5%
SFM
281
Systematic Financial Management
New Jersey
$48.1M -$2.98M -49,204 -6%
DnB Asset Management
282
DnB Asset Management
Norway
$47.3M -$20.7M -341,474 -30%
Asset Management One
283
Asset Management One
Japan
$47.3M -$2.65M -43,572 -5%
Natixis Advisors
284
Natixis Advisors
Massachusetts
$47.2M +$4.96M +81,899 +12%
UCFA
285
United Capital Financial Advisors
Texas
$47M +$9.24M +146,063 +24%
PNC
286
Park National Corp
Ohio
$46.7M -$2.47M -40,852 -5%
CC
287
Curian Capital
Colorado
$46.4M +$3.13M +51,685 +7%
GC
288
GMT Capital
Georgia
$46.4M -$13.4M -220,900 -22%
PC
289
PM Capital
Australia
$45.7M +$6.37M +105,180 +16%
JAM
290
Jupiter Asset Management
United Kingdom
$44.8M +$5.98M +98,653 +15%
FIM
291
Foresters Investment Management
New York
$44.6M -$2.25M -37,220 -5%
BCM
292
Basswood Capital Management
New York
$44.4M – – –
NG
293
NatWest Group
United Kingdom
$44M +$4.95M +81,728 +13%
OPERF
294
Oregon Public Employees Retirement Fund
Oregon
$43.8M +$400K +6,600 +0.9%
MA
295
MUFG Americas
New York
$43.6M -$1.26M -20,806 -3%
AIMCA
296
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$43.1M +$5.56M +91,700 +15%
AI
297
Analytic Investors
California
$42.9M -$12.6M -208,643 -23%
M2MC
298
Matthew 25 Management Corp
Pennsylvania
$42.9M – – –
HHC
299
Hutchin Hill Capital
New York
$42.4M +$42.4M +700,000 New
BKBG
300
BHF Kleinwort Benson Group
Belgium
$41.5M -$6.56M -108,340 -14%
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