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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 %
BlackRock
51
BlackRock
New York
$669M +$43.7M +721,960 +7%
Prudential Financial
52
Prudential Financial
New Jersey
$661M -$2.55M -42,050 -0.4%
AL
53
AJO LP
Pennsylvania
$656M -$5.62M -92,760 -0.8%
O
54
OppenheimerFunds
New York
$646M -$8.64M -142,541 -1%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$636M +$51.9M +856,625 +9%
APG Asset Management
56
APG Asset Management
Netherlands
$577M +$22.3M +368,035 +4%
American Century Companies
57
American Century Companies
Missouri
$572M -$5.5M -90,731 -1%
ClearBridge Investments
58
ClearBridge Investments
New York
$558M -$14.1M -232,298 -2%
Lord, Abbett & Co
59
Lord, Abbett & Co
New Jersey
$553M -$75.9M -1,252,448 -12%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$546M -$18.2M -299,990 -3%
GA
61
Greenhaven Associates
New York
$535M +$85M +1,403,155 +19%
Principal Financial Group
62
Principal Financial Group
Iowa
$528M +$88.2M +1,456,286 +20%
Eagle Capital Management (New York)
63
Eagle Capital Management (New York)
New York
$527M +$258M +4,266,899 +96%
RFC
64
Russell Frank Company
Washington
$522M -$110M -1,812,414 -17%
Sanders Capital
65
Sanders Capital
Florida
$500M +$370K +6,100 +0.1%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$499M -$561M -9,262,494 -53%
GE
67
General Electric
Ohio
$491M +$51.1M +843,936 +12%
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$480M +$24.1M +398,443 +5%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$470M -$46.1M -761,239 -9%
PI
70
Putnam Investments
Massachusetts
$464M +$55.8M +920,823 +14%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$460M +$11.1M +183,494 +2%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$443M -$6.08M -100,417 -1%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$434M -$7.08M -116,896 -2%
Fidelity International
74
Fidelity International
Bermuda
$429M +$8.76M +144,528 +2%
Capital International Investors
75
Capital International Investors
California
$426M – – –
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