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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 %
NAM
376
North American Management
Massachusetts
$24.8M +$545K +8,991 +2%
RG
377
Rathbones Group
United Kingdom
$24.7M +$1.64M +27,087 +7%
SMDAM
378
Sumitomo Mitsui DS Asset Management
Japan
$24.7M +$3.99M +65,821 +19%
Janney Montgomery Scott
379
Janney Montgomery Scott
Pennsylvania
$24.7M +$122K +2,020 +0.5%
LS
380
Livforsakringsbolaget Skandia
Sweden
$24.5M -$1.55M -25,600 -6%
MC
381
Martin Currie
United Kingdom
$24.4M -$394K -6,500 -2%
PGFC
382
Peapack-Gladstone Financial Corp
New Jersey
$24.1M +$170K +2,802 +0.7%
RCM
383
Rockshelter Capital Management
Pennsylvania
$24.1M -$1.54M -25,492 -6%
JIR
384
James Investment Research
Ohio
$24.1M +$1.69M +27,954 +8%
CIBC Asset Management
385
CIBC Asset Management
Ontario, Canada
$23.7M -$488K -8,056 -2%
AR
386
Advisory Research
Illinois
$23.6M -$1.55M -25,512 -6%
PP
387
Palladium Partners
Virginia
$23.5M -$77.6K -1,281 -0.3%
WSFS
388
Wilmington Savings Fund Society
Delaware
$23.5M -$34.7K -572 -0.1%
AA
389
ALPS Advisors
Colorado
$23.5M +$2.41M +39,757 +11%
NMIMC
390
Northwestern Mutual Investment Management Company
Wisconsin
$23.3M +$23.3M +384,444 New
MHC
391
Meyer Handelman Company
New York
$23.2M -$3.03K -50 -0%
FAM
392
Fred Alger Management
New York
$23M +$3.16M +52,189 +16%
KA
393
KLCM Advisors
Wisconsin
$23M -$402K -6,630 -2%
PTC
394
Philadelphia Trust Company
Pennsylvania
$22.8M -$618K -10,201 -3%
PP
395
Prospector Partners
Connecticut
$22.6M +$1.65M +27,300 +8%
CS
396
Candriam SCA
Luxembourg
$22.3M -$3.25M -53,709 -13%
SCA
397
STALEY CAPITAL ADVISERS
Pennsylvania
$22.2M +$1.47M +24,250 +7%
FP
398
Foundry Partners
Minnesota
$22.1M -$1.32M -21,815 -6%
GAI
399
General American Investors
New York
$21.8M -$606K -10,000 -3%
CC
400
Chubb Corp
New Jersey
$21.8M – – –
14 15
16
17 18