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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
$1.13B
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.7B
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$527M
4
Bank of America
Bank of America
North Carolina
$2.22B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.08B

Top Sellers

1
State Street
State Street
Massachusetts
$9.92B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$499M
3
Wells Fargo
Wells Fargo
California
$1.26B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.05B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$7.54B
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.31B -$53.4M -881,844 -4%
Wells Fargo
27
Wells Fargo
California
$1.26B -$349M -5,764,245 -22%
LPU
28
Lansdowne Partners (UK)
United Kingdom
$1.25B +$105M +1,737,854 +9%
BIM
29
BlackRock Investment Management
Delaware
$1.15B +$104M +1,719,882 +10%
CS
30
Credit Suisse
Switzerland
$1.13B +$175M +2,881,815 +18%
MAA
31
Managed Account Advisors
New Jersey
$1.13B +$68.7M +1,133,982 +6%
DSA
32
Davis Selected Advisers
Arizona
$1.13B +$453M +7,481,588 +67%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$1.09B +$106M +1,747,344 +11%
Allianz Asset Management
34
Allianz Asset Management
Germany
$1.01B -$3.62M -59,807 -0.4%
TCIM
35
TIAA CREF Investment Management
New York
$1B +$24.1M +398,265 +2%
UBS Group
36
UBS Group
Switzerland
$969M +$39M +642,955 +4%
Legal & General Group
37
Legal & General Group
United Kingdom
$959M -$18M -297,564 -2%
Deutsche Bank
38
Deutsche Bank
Germany
$903M -$79.8M -1,316,561 -8%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$901M +$36.8M +607,303 +4%
LSV Asset Management
40
LSV Asset Management
Illinois
$891M -$9.43M -155,648 -1%
UBS AM
41
UBS AM
Illinois
$876M -$61.1M -1,008,656 -7%
Fisher Asset Management
42
Fisher Asset Management
Washington
$823M +$3.46M +57,172 +0.4%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$758M +$14.9M +245,625 +2%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$742M +$60.6M +1,017,993 +9%
TIM
45
Thornburg Investment Management
New Mexico
$734M +$17.2M +284,358 +2%
Charles Schwab
46
Charles Schwab
California
$727M +$52.1M +860,099 +8%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$714M -$6.45M -106,432 -0.9%
AllianceBernstein
48
AllianceBernstein
Tennessee
$678M -$237M -3,909,947 -26%
EVM
49
Eaton Vance Management
Massachusetts
$678M +$24.3M +401,071 +4%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$670M – – –
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