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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 %
CLM
151
ClearBridge LLC (Maryland)
Maryland
$145M -$82.4K -1,360 -0.1%
GIA
152
Gateway Investment Advisers
Ohio
$145M -$7.18M -118,555 -5%
SBAM
153
Santa Barbara Asset Management
California
$145M +$3.48M +57,444 +2%
Citadel Advisors
154
Citadel Advisors
Florida
$144M +$84.8M +1,399,601 +142%
AAM
155
Aberdeen Asset Management
United Kingdom
$144M -$6.35M -104,861 -4%
PAM
156
Panagora Asset Management
Massachusetts
$143M -$787K -12,998 -0.5%
WRF
157
Waddell & Reed Financial
Kansas
$141M -$71.2M -1,175,150 -34%
M&T Bank
158
M&T Bank
New York
$137M +$6.6M +108,972 +5%
NRECA
159
National Rural Electric Cooperative Association
Virginia
$137M – – –
CC
160
Carlson Capital
Texas
$135M +$54.2M +895,302 +67%
SI
161
Sentry Investments
Ontario, Canada
$135M +$10.4M +171,700 +8%
Stifel Financial
162
Stifel Financial
Missouri
$134M -$4.35M -71,781 -3%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$134M -$1.15M -18,926 -0.9%
RJA
164
Raymond James & Associates
Florida
$133M -$9.26M -152,788 -7%
Korea Investment Corp
165
Korea Investment Corp
South Korea
$132M +$412K +6,800 +0.3%
AII
166
AGF Investments Inc
Ontario, Canada
$132M -$7.2M -118,796 -5%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$130M +$2.44M +40,274 +2%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$129M -$691K -11,410 -0.5%
Mawer Investment Management
169
Mawer Investment Management
Alberta, Canada
$129M +$3.67M +58,190 +3%
Robeco Institutional Asset Management
170
Robeco Institutional Asset Management
Netherlands
$129M -$130M -2,140,461 -50%
USSCPF
171
United States Steel & Carnegie Pension Fund
New York
$127M – – –
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$127M -$1.97M -32,486 -2%
JWBC
173
John W. Bristol & Co
New York
$127M +$13.4M +220,598 +12%
T
174
Thomaspartners
Massachusetts
$126M +$7.98M +131,756 +7%
RFC
175
Regions Financial Corp
Alabama
$126M -$327K -5,398 -0.3%
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