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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 %
OCAM
651
Onex Canada Asset Management
Ontario, Canada
$7.53M -$9.52M -157,115 -56%
MAM
652
Meeder Asset Management
Ohio
$7.51M +$756K +12,483 +11%
AI
653
Ariel Investments
Illinois
$7.5M +$1.05M +17,350 +16%
GXMC
654
Global X Management Company
New York
$7.48M +$949K +15,663 +15%
LMIM
655
Lockheed Martin Investment Management
Maryland
$7.44M +$1.26M +20,800 +20%
AIU
656
Algebris Investments (UK)
United Kingdom
$7.43M +$3.81M +62,850 +105%
AIM
657
Avity Investment Management
Connecticut
$7.41M -$7.23M -114,400 -49%
AIM
658
Artemis Investment Management
United Kingdom
$7.41M -$5.68M -93,632 -43%
PCM
659
Palouse Capital Management
Washington
$7.4M +$166K +2,738 +2%
BFM
660
Boston Financial Management
Massachusetts
$7.4M +$80.9K +1,336 +1%
FNT
661
First National Trust
Pennsylvania
$7.39M +$339K +5,591 +5%
NC
662
Northpointe Capital
Michigan
$7.39M +$537K +8,866 +8%
1SB
663
1ST Source Bank
Indiana
$7.37M -$907K -14,964 -11%
BHIA
664
Birch Hill Investment Advisors
Massachusetts
$7.35M -$581K -9,583 -7%
RW
665
Rand Wealth
Maryland
$7.34M +$139K +2,295 +2%
CWM
666
Cabot Wealth Management
Massachusetts
$7.33M +$107K +1,773 +1%
BOH
667
Bank of Hawaii
Hawaii
$7.31M -$453K -7,484 -6%
AB
668
Amalgamated Bank
New York
$7.28M +$1.85M +30,542 +34%
AHC
669
Anderson Hoagland & Co
Missouri
$7.28M +$290K +4,580 +4%
THCM
670
Tipp Hill Capital Management
New York
$7.27M +$7.27M +120,000 New
KRSITF
671
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.26M -$786K -12,969 -10%
AIA
672
Alerus Investment Advisors
Minnesota
$7.2M +$480K +7,944 +7%
KCM
673
Kanawha Capital Management
Virginia
$7.18M -$10.3K -170 -0.1%
1IA
674
1834 Investment Advisors
Wisconsin
$7.18M +$147K +2,420 +2%
CC
675
Colrain Capital
Massachusetts
$7.16M -$594K -9,800 -8%
25 26
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