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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 %
GC
201
Guggenheim Capital
Illinois
$95.7M +$5.15M +84,976 +6%
CCMH
202
Cornerstone Capital Management Holdings
New York
$95.5M +$474K +7,831 +0.5%
JPMPWA
203
J.P. Morgan Private Wealth Advisors
California
$94.7M +$886K +14,628 +0.9%
H
204
Hexavest
Quebec, Canada
$93.5M -$2.81M -46,458 -3%
RIM
205
RS Investment Management
California
$93.1M -$3.9M -64,447 -4%
OTPPB
206
Ontario Teachers' Pension Plan Board
Ontario, Canada
$92.9M -$4.78M -78,899 -5%
SIM
207
Stelliam Investment Management
New York
$91.8M +$15.8M +260,000 +21%
SIA
208
Sit Investment Associates
Minnesota
$91M -$4.22M -69,590 -4%
DRZID
209
DePrince Race & Zollo Inc (DRZ)
Florida
$90.9M -$7.34M -121,096 -7%
WBC
210
Westpac Banking Corp
Australia
$89.4M +$2.86M +45,136 +3%
SOMRS
211
State of Michigan Retirement System
Michigan
$87.1M -$17.4M -286,400 -17%
VFA
212
Virtus Fund Advisers
Connecticut
$87M -$11.5M -189,208 -12%
AACR
213
ACR Alpine Capital Research
Missouri
$86.3M +$16.9M +279,622 +24%
TPSF
214
Texas Permanent School Fund
Texas
$84.6M -$1.56M -25,689 -2%
HI
215
Honeywell International
North Carolina
$84.4M -$158K -2,600 -0.2%
CEP
216
Chicago Equity Partners
Illinois
$83.9M -$2.56M -42,235 -3%
SB
217
Suntrust Banks
Georgia
$82.3M -$22.9M -378,138 -22%
ProShare Advisors
218
ProShare Advisors
Maryland
$82.1M -$7.42M -122,406 -8%
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$81.7M +$406K +6,700 +0.5%
TSU
220
TD Securities (USA)
New York
$81.1M -$4.86M -80,164 -6%
Comerica Bank
221
Comerica Bank
Texas
$80.7M -$82.7M -1,365,926 -51%
BTS
222
BB&T Securities
Virginia
$80.3M +$2.87M +4,738 +4%
DekaBank Deutsche Girozentrale
223
DekaBank Deutsche Girozentrale
Germany
$78.8M -$1.64M -27,094 -2%
Public Sector Pension Investment Board (PSP Investments)
224
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$78.4M +$1.71M +28,216 +2%
Luther King Capital Management (LKCM)
225
Luther King Capital Management (LKCM)
Texas
$78.3M +$6.59M +108,813 +9%
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