JPM icon

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 %
VC
1801
Vicus Capital
Pennsylvania
$207 -$13 -219 -6%
CIM
1802
Cambria Investment Management
California
$2 +$2 +32 New
Westfield Capital Management
1803
Westfield Capital Management
Massachusetts
– -$132M -2,113,574 Closed
MCM
1804
Marsico Capital Management
Colorado
– -$131M -2,099,935 Closed
CA
1805
Cortland Advisers
Delaware
– -$50.1M -800,000 Closed
RIM
1806
Rainier Investment Management
Washington
– -$29M -464,065 Closed
Arrowstreet Capital
1807
Arrowstreet Capital
Massachusetts
– -$25.5M -407,263 Closed
DCM
1808
Discovery Capital Management
Connecticut
– -$21.4M -341,600 Closed
ELC
1809
Edgar Lomax Company
Virginia
– -$18.2M -290,672 Closed
CCM
1810
Cobalt Capital Management
New Jersey
– -$12.1M -193,000 Closed
Walleye Trading
1811
Walleye Trading
New York
– -$10.4M -166,727 Closed
SC
1812
Sculptor Capital
New York
– -$10.4M -166,623 Closed
PC
1813
PointState Capital
New York
– -$8.14M -130,000 Closed
LCP
1814
LGT Capital Partners
Switzerland
– -$7.21M -115,270 Closed
BC
1815
Brookfield Corp
Ontario, Canada
– -$6.58M -105,100 Closed
BIM
1816
BRC Investment Management
Colorado
– -$6.26M -100,053 Closed
OAC
1817
OMERS Administration Corp
Ontario, Canada
– -$6.18M -98,800 Closed
SRCM
1818
Sterling Ridge Capital Management
New York
– -$5.52M -88,254 Closed
PAM
1819
PVG Asset Management
Colorado
– -$5.35M -85,562 Closed
Belvedere Trading
1820
Belvedere Trading
Illinois
– -$5.27M -84,200 Closed
CMBA
1821
C.M. Bidwell & Associates
Hawaii
– -$4.44M -70,890 Closed
FVCM
1822
F&V Capital Management
Florida
– -$4.22M -67,510 Closed
BP
1823
BBR Partners
New York
– -$3.83M -61,153 Closed
CL
1824
CFS LLC
Oklahoma
– -$3.71M -59,193 Closed
ACJ
1825
Autonomy Capital (Jersey)
Jersey
– -$3.13M -50,058 Closed
71 72
73
74 75