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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 %
DIA
451
Davidson Investment Advisors
Montana
$16.9M +$2.24M +36,900 +15%
BIC
452
Beach Investment Counsel
Pennsylvania
$16.8M -$14M -230,400 -45%
FMW
453
Farr Miller & Washington
District of Columbia
$16.6M +$243K +4,015 +1%
Artisan Partners
454
Artisan Partners
Wisconsin
$16.6M -$357K -5,899 -2%
PR
455
Payden & Rygel
California
$16.5M +$5.79M +95,500 +54%
LSERS
456
Louisiana State Employees Retirement System
Louisiana
$16.3M -$763K -12,600 -4%
ASA
457
Armstrong Shaw Associates
Connecticut
$16.3M -$2.72M -44,940 -14%
BF
458
BOK Financial
Oklahoma
$16.2M -$10.5M -173,028 -39%
OPCM
459
Osborne Partners Capital Management
California
$16.1M -$1.65M -27,217 -9%
Toronto Dominion Bank
460
Toronto Dominion Bank
Ontario, Canada
$16M -$3.44M -56,809 -18%
NSIM
461
North Star Investment Management
Illinois
$16M -$111K -1,834 -0.7%
SIP
462
Stoneridge Investment Partners
Pennsylvania
$15.9M +$2.06M +33,956 +15%
SBCM
463
Schwerin Boyle Capital Management
Massachusetts
$15.8M -$6.17M -101,875 -28%
ZIC
464
ZWJ Investment Counsel
Georgia
$15.8M -$93.2K -1,538 -0.6%
AF
465
Ally Financial
Michigan
$15.8M +$5.45M +90,000 +53%
FBA
466
Front Barnett Associates
Illinois
$15.7M -$387K -6,392 -2%
AMI
467
Amica Mutual Insurance
Rhode Island
$15.7M – – –
TU
468
TDAM USA
Ontario, Canada
$15.6M -$859K -14,180 -5%
DADC
469
D.A. Davidson & Co
Montana
$15.6M +$1.96M +32,299 +14%
Jane Street
470
Jane Street
New York
$15.6M +$13.5M +223,458 +661%
V
471
Veritable
Delaware
$15.5M -$6.3M -103,939 -29%
B
472
Barings
North Carolina
$15.5M -$915K -15,100 -6%
SCM
473
Schneider Capital Management
Pennsylvania
$15.4M +$3.24M +53,455 +27%
SCM
474
Sterling Capital Management
North Carolina
$15.3M +$1.54M +25,494 +11%
ESBC
475
E.S. Barr & Co
Kentucky
$15.3M +$1.89M +31,201 +14%
17 18
19
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