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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 %
BWA
101
Brave Warrior Advisors
New York
$292M +$39.7M +655,332 +16%
PP
102
Prudential plc
United Kingdom
$290M +$1.52M +25,043 +0.5%
WT
103
Wellcome Trust
United Kingdom
$260M +$3.03M +50,000 +1%
TG
104
TCW Group
California
$260M -$52.2M -861,083 -17%
EIG
105
EdgePoint Investment Group
Ontario, Canada
$245M +$25.1M +414,407 +11%
CIP
106
Cornerstone Investment Partners
Georgia
$242M -$95.6M -1,578,392 -28%
USAA
107
United Services Automobile Association
Texas
$235M +$5.43M +89,671 +2%
Canada Life
108
Canada Life
Manitoba, Canada
$232M +$6.94M +114,773 +3%
Barclays
109
Barclays
United Kingdom
$230M +$79.2K +1,320 +0%
AQR Capital Management
110
AQR Capital Management
Connecticut
$226M +$9.96M +164,368 +5%
ECU
111
Egerton Capital (UK)
United Kingdom
$224M -$39.3M -648,886 -15%
SO
112
STRS Ohio
Ohio
$221M -$2.29M -37,816 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
113
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$215M -$138M -2,282,799 -39%
Calamos Advisors
114
Calamos Advisors
Illinois
$210M +$9.41M +155,275 +5%
NFA
115
Nationwide Fund Advisors
Ohio
$208M +$652K +10,763 +0.3%
SCCM
116
Schafer Cullen Capital Management
New York
$208M +$31.3M +516,301 +18%
US Bancorp
117
US Bancorp
Minnesota
$203M -$6.78M -111,897 -3%
Aristotle Capital Management
118
Aristotle Capital Management
California
$198M -$2.64M -43,583 -1%
Citigroup
119
Citigroup
New York
$198M -$65.1M -1,074,556 -25%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$198M -$1.21M -19,979 -0.6%
AC
121
Alleghany Corporation
New York
$197M +$194M +3,210,000 +8,025%
FMI
122
Factory Mutual Insurance
Massachusetts
$183M +$2.42M +40,000 +1%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$180M +$168K +2,766 +0.1%
Brown Advisory
124
Brown Advisory
Maryland
$178M -$6.73M -111,127 -4%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$178M +$5.41M +89,229 +3%
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5
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