JPM icon

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 %
William Blair & Company
326
William Blair & Company
Illinois
$34.3M -$42.4M -700,554 -55%
IEFM
327
IQ EQ Fund Management
Ireland
$34.2M -$1.42M -20,825 -4%
GH
328
GAM Holding
Switzerland
$33.7M +$2.11M +34,802 +7%
LWCA
329
Locust Wood Capital Advisers
New York
$33.4M +$5.07M +83,650 +18%
LPL Financial
330
LPL Financial
California
$33.2M -$1.41M -23,450 -4%
HPC
331
HM Payson & Co
Maine
$33M +$1.68M +27,795 +5%
B
332
BP
United Kingdom
$32.8M -$8.3M -137,000 -20%
AIA
333
Avalon Investment & Advisory
Texas
$32.5M +$799K +13,270 +3%
D.E. Shaw & Co
334
D.E. Shaw & Co
New York
$32.2M -$83.3M -1,374,342 -72%
HighTower Advisors
335
HighTower Advisors
Illinois
$31.9M +$1.61M +26,589 +5%
BPBT
336
Boston Private Bank & Trust
Massachusetts
$31.5M +$56.3K +930 +0.2%
DILH
337
Dai-ichi Life Holdings
Japan
$31.2M -$2.22M -36,640 -7%
Mitsubishi UFJ Asset Management
338
Mitsubishi UFJ Asset Management
Japan
$31M -$6.64M -109,663 -18%
WF
339
Welch & Forbes
Massachusetts
$30.6M -$42.8K -706 -0.1%
GL
340
GLG LLC
New York
$30.6M +$3.12M +51,568 +11%
CIBC World Market
341
CIBC World Market
Ontario, Canada
$30.5M +$1.03M +16,959 +3%
SEI Investments
342
SEI Investments
Pennsylvania
$30.3M -$18K -297 -0.1%
ISL
343
Ingalls & Snyder LLC
New York
$29.9M +$291K +4,796 +1%
MAMU
344
Marathon Asset Management (UK)
United Kingdom
$29.8M -$358K -5,907 -1%
EARNEST Partners
345
EARNEST Partners
Georgia
$29.8M -$217K -3,574 -0.7%
WT
346
Washington Trust
Rhode Island
$29.8M +$320K +5,282 +1%
MSA
347
Mason Street Advisors
Wisconsin
$29.1M -$49M -808,415 -63%
TCT
348
TIAA CREF Trust
Missouri
$28.8M -$1.03M -16,959 -3%
MOACM
349
Mutual of America Capital Management
New York
$28.7M +$135K +2,221 +0.5%
SAM
350
Shell Asset Management
Netherlands
$28.7M -$9.75M -160,997 -25%
12 13
14
15 16