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 %
JWM
501
Jacobus Wealth Management
Wisconsin
$13.5M -$36.7K -605 -0.3%
FAM
502
Fiduciary Asset Management
Missouri
$13.4M +$89.7K +1,480 +0.7%
LCM
503
Lomas Capital Management
New York
$13.4M +$13.4M +221,200 New
PAM
504
Private Asset Management
California
$13.3M +$37.7K +623 +0.3%
FCI
505
Financial Counselors Inc
Kansas
$13.2M +$1.49M +24,621 +13%
FDCC
506
Foster Dykema Cabot & Co
Massachusetts
$13.2M +$21.5K +355 +0.2%
CHCM
507
Columbus Hill Capital Management
New Jersey
$13.2M +$13.2M +217,293 New
KCM
508
Kornitzer Capital Management
Kansas
$13.1M -$2.15M -35,461 -14%
PCM
509
Pentwater Capital Management
Florida
$13.1M +$10M +165,615 +331%
TSW
510
Thompson Siegel & Walmsley
Virginia
$13M -$590K -9,735 -4%
CONA
511
Capital One National Association
New York
$13M -$316K -5,215 -2%
PWP
512
Private Wealth Partners
California
$13M +$399K +6,583 +3%
LBC
513
Lowe Brockenbrough & Co
Virginia
$13M -$95.4K -1,575 -0.7%
MIM
514
Marco Investment Management
Georgia
$12.9M -$301K -4,965 -2%
LTI
515
Laffer Tengler Investments
Tennessee
$12.8M +$12.8M +211,993 New
WIC
516
Willis Investment Counsel
Georgia
$12.8M +$3.37M +55,600 +36%
CAM
517
Carret Asset Management
New York
$12.7M +$199K +3,290 +2%
FIB
518
First Interstate Bank
Montana
$12.7M -$1.02M -16,801 -7%
HCMT
519
Highland Capital Management (Tennessee)
Tennessee
$12.7M -$17.1K -282 -0.1%
CHA
520
Cedar Hill Associates
Illinois
$12.6M +$457K +7,538 +4%
TCM
521
Tufton Capital Management
Maryland
$12.6M +$145K +2,390 +1%
WA
522
Wasatch Advisors
Utah
$12.6M -$2.37M -39,086 -16%
AC
523
Ascend Capital
California
$12.6M -$20.1M -332,170 -61%
BCAM
524
Boston Common Asset Management
Massachusetts
$12.5M +$80K +1,320 +0.6%
DSI
525
Daiwa SB Investments
Japan
$12.5M +$9.28M +153,109 +284%
19 20
21
22 23