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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 %
RGI
576
River Global Investors
United Kingdom
$10.1M -$5.82M -95,983 -36%
CIC
577
Cornercap Investment Counsel
Georgia
$10M -$587K -9,686 -6%
CCM
578
Covington Capital Management
California
$9.9M -$22.5K -371 -0.2%
NCM
579
Noesis Capital Mangement
Florida
$9.88M +$158K +2,601 +2%
PVH
580
Psagot Value Holdings
Israel
$9.85M -$440K -7,261 -4%
Daiwa Securities Group
581
Daiwa Securities Group
Japan
$9.83M +$854K +14,100 +10%
EGA
582
Eagle Global Advisors
Texas
$9.82M -$34.7K -572 -0.4%
GCA
583
Guardian Capital Advisors
Ontario, Canada
$9.77M -$111K -1,495 -1%
EAM
584
EULAV Asset Management
Florida
$9.69M +$727K +12,000 +8%
CCA
585
Cobblestone Capital Advisors
New York
$9.67M -$95.4K -1,575 -1%
BB
586
Busey Bank
Illinois
$9.59M +$77.3K +1,276 +0.8%
NLI
587
Nippon Life Insurance
Japan
$9.57M -$753K -12,425 -7%
DIA
588
Dana Investment Advisors
Wisconsin
$9.56M -$1.57M -25,971 -14%
BCM
589
Buckhead Capital Management
Georgia
$9.51M +$2.55M +42,175 +37%
CCM
590
Cohen Capital Management
California
$9.46M – – –
AAIM
591
American Assets Investment Management
California
$9.42M – – –
CIS
592
Capital International Sarl
California
$9.28M -$4.4M -72,650 -32%
CF
593
CNA Financial
Illinois
$9.28M – – –
WAM
594
Winslow Asset Management
Ohio
$9.24M -$466K -7,685 -5%
Truist Financial
595
Truist Financial
North Carolina
$9.17M +$339K +5,589 +4%
PA
596
Profund Advisors
Maryland
$9.14M -$2.07M -34,198 -18%
TIM
597
Thompson Investment Management
Wisconsin
$9.14M +$201K +3,313 +2%
VC
598
Vestor Capital
Illinois
$9.13M -$199K -3,287 -2%
DA
599
Denali Advisors
California
$9.09M +$4.3M +70,900 +90%
EWM
600
Endurance Wealth Management
Rhode Island
$9.05M +$261K +4,316 +3%
22 23
24
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