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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 %
SCA
551
Stillwater Capital Advisors
Pennsylvania
$11.2M +$227K +3,754 +2%
QIM
552
Quantitative Investment Management
Virginia
$11M -$3.36M -55,400 -23%
AAF
553
Andra AP-fonden
Sweden
$11M -$612K -10,100 -5%
GP
554
GLG Partners
United Kingdom
$11M +$2.13M +35,172 +24%
MCTIC
555
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$10.9M +$37.3K +615 +0.3%
BFS
556
Baskin Financial Services
Ontario, Canada
$10.9M +$238K +3,935 +2%
APFBOT
557
Amica Pension Fund Board of Trustees
Rhode Island
$10.8M – – –
FG
558
FSI Group
Ohio
$10.8M +$6.82M +112,628 +173%
PIM
559
Perkins Investment Management
Illinois
$10.7M -$5.27M -87,000 -33%
LMGAM
560
Liberty Mutual Group Asset Management
Massachusetts
$10.7M -$24.5K -405 -0.2%
CS
561
Central Securities
New York
$10.6M – – –
SCM
562
SKBA Capital Management
California
$10.6M -$9.44M -155,800 -47%
SLI
563
Sumitomo Life Insurance
Japan
$10.6M -$1.12M -18,428 -10%
FPCM
564
Financial Partners Capital Management
New York
$10.5M +$332K +5,477 +3%
SC
565
Skylands Capital
Wisconsin
$10.5M -$217K -3,600 -2%
CBB
566
Citizens Business Bank
California
$10.4M +$488K +8,061 +5%
QCI
567
Quaker Capital Investments
Pennsylvania
$10.4M – – –
SAM
568
Strategy Asset Managers
California
$10.4M +$34.2K +564 +0.3%
FTIOP
569
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.3M -$4.02M -66,341 -28%
CAM
570
Cypress Asset Management
Texas
$10.3M -$281K -4,637 -3%
RJFSA
571
Raymond James Financial Services Advisors
Florida
$10.3M -$81.8K -1,351 -0.8%
LM
572
Lincluden Management
Ontario, Canada
$10.3M -$834K -13,767 -8%
OA
573
OFI Advisors
Pennsylvania
$10.2M -$685K -11,315 -6%
SCM
574
Shelton Capital Management
Colorado
$10.2M +$108K +1,785 +1%
JPMIA
575
J.P. Marvel Investment Advisors
Massachusetts
$10.2M – – –
21 22
23
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