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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 %
GMI
351
Greystone Managed Investments
Saskatchewan, Canada
$28.7M -$1.22M -20,190 -4%
OA
352
Oak Associates
Ohio
$28.3M -$70.9K -1,171 -0.2%
RCM
353
Riverhead Capital Management
Delaware
$28M +$103K +1,704 +0.4%
BIP
354
Brandes Investment Partners
California
$27.9M -$1.62M -26,714 -5%
OC
355
Oppenheimer & Co
New York
$27.6M -$157K -2,598 -0.6%
CIP
356
Chartwell Investment Partners
Pennsylvania
$27.4M -$189K -3,124 -0.7%
Commonwealth Equity Services
357
Commonwealth Equity Services
Massachusetts
$27.3M +$2.67M +43,996 +11%
ADEF
358
Adams Diversified Equity Fund
Maryland
$27.3M – – –
WAM
359
World Asset Management
Michigan
$26.9M -$172K -2,843 -0.6%
PA
360
Pinnacle Associates
New York
$26.7M +$661K +10,906 +3%
SBH
361
Segall Bryant & Hamill
Illinois
$26.6M +$1.08M +17,827 +4%
Fiera Capital (Canada)
362
Fiera Capital (Canada)
Quebec, Canada
$26.6M -$62.7K -1,035 -0.2%
Cohen & Steers
363
Cohen & Steers
New York
$26.3M -$551K -9,100 -2%
NMERB
364
New Mexico Educational Retirement Board
New Mexico
$26.3M -$1.3M -21,400 -5%
RCM
365
RNC Capital Management
California
$26.3M -$5.41M -89,351 -17%
ALA
366
Atherton Lane Advisers
California
$26.2M +$43.6K +720 +0.2%
First Trust Advisors
367
First Trust Advisors
Illinois
$26.1M +$3.39M +55,980 +15%
COPPSERS
368
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25.9M -$15.4M -254,364 -37%
SCM
369
Sirios Capital Management
Massachusetts
$25.9M -$1.55M -25,569 -6%
CIM
370
Calvert Investment Management
Maryland
$25.7M +$3.46M +57,121 +16%
VDI
371
Vaughan David Investments
Illinois
$25.6M -$286K -4,713 -1%
DCLA
372
Douglas C. Lane & Associates
New York
$25.2M +$1.14M +18,791 +5%
CTI
373
Community Trust & Investment
Kentucky
$25.2M +$964K +15,910 +4%
SC
374
Scotia Capital
Ontario, Canada
$25.1M +$1.54M +25,475 +7%
CFB
375
Cullen/Frost Bankers
Texas
$25M +$275K +4,533 +1%
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