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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
+$453M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$400M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$258M
4
Bank of America
Bank of America
North Carolina
+$233M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$220M

Top Sellers

1
State Street
State Street
Massachusetts
-$660M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$561M
3
Wells Fargo
Wells Fargo
California
-$349M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$280M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCS
176
Levin Capital Strategies
New York
$125M -$95.3M -1,572,309 -43%
CNB
177
City National Bank
California
$124M +$395K +6,527 +0.3%
CGT
178
Capital Guardian Trust
California
$123M -$13.9M -228,676 -10%
CI
179
Cincinnati Insurance
Ohio
$122M – – –
HFS
180
HL Financial Services
Kentucky
$120M +$2.32M +38,352 +2%
CB
181
Cooke & Bieler
Pennsylvania
$118M -$103K -1,700 -0.1%
CM
182
CS McKee
Pennsylvania
$114M -$9.13M -150,689 -7%
ACI
183
AMP Capital Investors
Australia
$114M +$2.2M +36,064 +2%
Acadian Asset Management
184
Acadian Asset Management
Massachusetts
$114M -$85.1M -1,404,634 -43%
BG
185
Bahl & Gaynor
Ohio
$112M +$38.9M +641,431 +53%
KBC Group
186
KBC Group
Belgium
$112M +$4.83M +79,783 +5%
BCIM
187
British Columbia Investment Management
British Columbia, Canada
$112M -$7.61M -125,572 -6%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$112M -$11.8M -193,972 -10%
CCM
189
Cullen Capital Management
New York
$111M +$239K +3,940 +0.2%
SCM
190
Snow Capital Management
Pennsylvania
$110M -$751K -12,396 -0.7%
VAM
191
Vontobel Asset Management
New York
$110M +$110M +1,753,014 New
UIM
192
USS Investment Management
United Kingdom
$109M – – –
HAM
193
HHR Asset Management
New Jersey
$108M +$327K +5,400 +0.3%
GA
194
Geneva Advisors
Illinois
$108M -$4.26M -70,372 -4%
SDIC
195
South Dakota Investment Council
South Dakota
$102M -$66K -1,090 -0.1%
DC
196
Davenport & Co
Virginia
$101M +$30M +495,966 +43%
FI
197
Focused Investors
California
$98.5M +$3.72M +61,400 +4%
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$98.2M -$5.04M -83,180 -5%
HTC
199
Haverford Trust Company
Pennsylvania
$97.2M +$1.61M +26,640 +2%
AIG
200
American International Group
New York
$97.2M +$16.2M +267,493 +20%
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