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 %
FCBT
401
First Citizens Bank & Trust
North Carolina
$21.7M +$1.2M +19,734 +6%
NEI
402
Northwest & Ethical Investments
Ontario, Canada
$21.7M +$8.52M +140,671 +65%
MC
403
Muhlenkamp & Co
Pennsylvania
$21.6M -$180K -2,975 -0.8%
PFM
404
Parsec Financial Management
North Carolina
$21.6M +$524K +8,651 +2%
BUB
405
BBVA USA Bancshares
Texas
$21.5M -$68.8K -1,136 -0.3%
TH
406
TCTC Holdings
Texas
$21.4M -$354K -5,850 -2%
ABC
407
Associated Banc-Corp
Wisconsin
$21.4M -$132K -2,172 -0.6%
BVDMP
408
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$21.4M +$357K +5,900 +2%
BAM
409
Barrett Asset Management
New York
$21.3M -$934K -15,419 -4%
TCM
410
Tegean Capital Management
New York
$21.2M – – –
DAM
411
Davis Asset Management
California
$21.1M – – –
SAM
412
Securian Asset Management
Minnesota
$21.1M +$533K +8,799 +3%
ANI
413
American National Insurance
Texas
$21M – – –
WJA
414
Williams Jones & Associates
New York
$20.9M -$125K -2,065 -0.6%
CI
415
Clal Insurance
Israel
$20.7M -$5.57M -91,938 -21%
SPC
416
Stewart & Patten Company
California
$20.7M -$487K -8,034 -2%
DJSG
417
D.J. St. Germain
Massachusetts
$20.6M +$144K +2,378 +0.7%
FFIC
418
First Fiduciary Investment Counsel
Ohio
$20.6M +$650K +10,722 +3%
GKIM
419
GW&K Investment Management
Massachusetts
$20.3M +$879K +14,509 +5%
MSDF
420
Michael & Susan Dell Foundation
New York
$20.2M – – –
WPC
421
Waters Parkerson & Co
Louisiana
$20.2M +$669K +11,039 +3%
BCM
422
Bridgeway Capital Management
Texas
$19.8M -$4.62M -76,230 -19%
DCM
423
Donaldson Capital Management
Indiana
$19.8M +$1.11M +18,243 +6%
AAMU
424
Amundi Asset Management US
Massachusetts
$19.7M -$3.2M -52,875 -14%
WAMC
425
Western Asset Management Company
California
$19.4M – – –
15 16
17
18 19