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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 %
BAM
426
Berkshire Asset Management
Pennsylvania
$19.4M +$182K +3,002 +0.9%
OI
427
Oakbrook Investments
Illinois
$19.3M -$551K -9,100 -3%
WB
428
WesBanco Bank
West Virginia
$19.1M +$210K +3,465 +1%
NIM
429
Nexus Investment Management
Ontario, Canada
$19.1M +$941K +15,525 +5%
JAFL
430
Jay A. Fishman Ltd
Michigan
$19.1M -$300K -4,950 -2%
SIM
431
Sentry Investment Management
Wisconsin
$19.1M +$3.47M +57,350 +22%
Bank of Nova Scotia
432
Bank of Nova Scotia
Ontario, Canada
$18.9M -$327K -5,391 -2%
HIMC
433
Heritage Investors Management Corp
Maryland
$18.9M +$584K +9,646 +3%
AFG
434
American Financial Group
Ohio
$18.8M – – –
ATN
435
AMF Tjänstepension
Sweden
$18.8M -$5.14M -84,900 -22%
JAM
436
JCIC Asset Management
Ontario, Canada
$18.6M -$198K -3,264 -1%
BSA
437
Braun Stacey Associates
New York
$18.4M -$292K -4,815 -2%
MPI
438
Mairs & Power Inc
Minnesota
$18.4M +$62.1K +1,025 +0.3%
BCM
439
Barometer Capital Management
Ontario, Canada
$18.4M +$17.3M +286,100 +1,654%
SF
440
Synovus Financial
Georgia
$18.3M +$498K +8,230 +3%
MCM
441
MAI Capital Management
Ohio
$18.2M +$370K +6,106 +2%
Mackenzie Financial
442
Mackenzie Financial
Ontario, Canada
$18.1M -$8.62M -142,233 -32%
DC
443
Deere & Company
Illinois
$17.8M +$1.22M +20,152 +7%
CSIC
444
Clifford Swan Investment Counsel
California
$17.8M -$132K -2,181 -0.7%
KB
445
Kimelman & Baird
New York
$17.8M -$109K -1,800 -0.6%
OHA
446
Oak Hill Advisors
New York
$17.6M – – –
LI
447
LMCG Investments
Massachusetts
$17.6M +$4.7M +77,610 +37%
ONB
448
Old National Bancorp
Indiana
$17.4M -$7.75M -127,844 -31%
FT
449
Fiduciary Trust
Massachusetts
$17.3M -$782K -12,912 -4%
RIL
450
Rothschild Investment LLC
Illinois
$17M -$45.6K -753 -0.3%
16 17
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