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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 %
PPA
76
Parametric Portfolio Associates
Washington
$412M +$24.8M +409,152 +6%
Swedbank
77
Swedbank
Sweden
$406M -$18.7M -308,510 -4%
Capital Research Global Investors
78
Capital Research Global Investors
California
$392M -$41.2M -680,000 -10%
JHIU
79
Janus Henderson Investors US
Colorado
$386M -$88.7M -1,463,436 -19%
TA
80
Teachers Advisors
New York
$379M +$15.5M +255,725 +4%
Nordea Investment Management
81
Nordea Investment Management
Sweden
$374M -$102M -1,682,708 -21%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$374M -$13.3M -219,837 -3%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$365M -$36.8M -606,803 -9%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$359M +$75.1M +1,240,000 +26%
Fayez Sarofim & Co
85
Fayez Sarofim & Co
Texas
$354M -$9.8M -162,032 -3%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$353M -$5.56M -91,817 -2%
Jennison Associates
87
Jennison Associates
New York
$350M +$1.03M +17,024 +0.3%
Pzena Investment Management
88
Pzena Investment Management
New York
$349M -$9.27M -153,029 -3%
IG
89
ING Group
Netherlands
$348M -$68.3M -1,126,887 -16%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$338M -$17M -280,170 -5%
MTB
91
Mizuho Trust & Banking
Japan
$333M +$12.7M +209,686 +4%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$324M -$131M -2,164,129 -29%
IGIM
93
I.G. Investment Management
Manitoba, Canada
$323M -$39.6M -653,203 -11%
Axa
94
Axa
France
$311M -$592K -9,770 -0.2%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$311M +$6.06M +100,000 +2%
SP
96
Sarasin & Partners
United Kingdom
$308M -$23.6M -389,412 -7%
BJ
97
BlackRock Japan
Japan
$307M -$3.48M -57,478 -1%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$305M -$22.4M -369,798 -7%
Diamond Hill Capital Management
99
Diamond Hill Capital Management
Ohio
$304M -$3.02M -49,859 -1%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$301M -$30.8M -509,180 -9%
2 3
4
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