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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 %
QI
301
QS Investors
New York
$41.5M -$3.3M -54,528 -7%
BFS
302
Bradley Foster & Sargent
Connecticut
$41.4M +$2.76M +45,523 +7%
URS
303
Utah Retirement Systems
Utah
$41M +$1.35M +22,300 +3%
Los Angeles Capital Management
304
Los Angeles Capital Management
California
$41M -$59.1M -975,693 -59%
CTB
305
Country Trust Bank
Illinois
$40.7M +$590K +9,738 +1%
BAPIM
306
British Airways Pensions Investment Management
United Kingdom
$38.4M – – –
Marshall Wace
307
Marshall Wace
United Kingdom
$38.3M +$38.3M +632,502 New
PWLP
308
Prio Wealth Limited Partnership
Massachusetts
$37.9M -$3.41M -56,226 -8%
SG Americas Securities
309
SG Americas Securities
New York
$37.8M -$128M -2,113,880 -77%
BA
310
Boston Advisors
Massachusetts
$37.7M +$1.23M +20,268 +3%
DGHMC
311
Dalton, Greiner, Hartman, Maher & Co
New York
$37.4M +$5.84M +96,363 +18%
PFC
312
Poplar Forest Capital
California
$37.2M +$4.94M +81,478 +15%
AIA
313
Affinity Investment Advisors
California
$37.2M +$6.75M +111,449 +22%
B
314
Baird
Wisconsin
$37.2M +$1.08M +17,774 +3%
CBOA
315
Commonwealth Bank of Australia
Australia
$37M +$721K +11,900 +2%
RL
316
Ruffer LLP
United Kingdom
$36.6M -$28M -461,133 -43%
MCC
317
Mid Continent Capital
Illinois
$36.5M -$76.9K -1,269 -0.2%
PSUF
318
People's United Financial
Connecticut
$36.4M +$319K +5,271 +0.9%
Connor, Clark & Lunn Investment Management (CC&L)
319
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$36M +$14.4M +238,300 +67%
WT
320
Whittier Trust
California
$35.6M +$596K +9,841 +2%
WCM
321
Wedge Capital Management
North Carolina
$35.4M +$1.21M +19,955 +4%
EAM
322
Eagle Asset Management
Florida
$35.1M -$150M -2,473,100 -81%
MAA
323
Matrix Asset Advisors
New York
$35.1M -$54.2K -894 -0.2%
ECM
324
Estabrook Capital Management
New York
$34.6M -$769K -12,691 -2%
RCM
325
Redwood Capital Management
New York
$34.4M – – –
11 12
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