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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
1
Davis Selected Advisers
Arizona
$1.13B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.7B
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$527M
4
Bank of America
4
Bank of America
North Carolina
$2.22B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.08B

Top Sellers

1
State Street
1
State Street
Massachusetts
$9.92B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$499M
3
Wells Fargo
3
Wells Fargo
California
$1.26B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.05B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.54B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.7B +$400M +6,599,357 +3%
State Street
2
State Street
Massachusetts
$9.92B -$660M -10,890,054 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.54B -$272M -4,492,529 -3%
BIT
4
BlackRock Institutional Trust
California
$6.28B +$91.7M +1,514,329 +1%
Capital World Investors
5
Capital World Investors
California
$6.17B +$136M +2,243,288 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.11B -$74.2M -1,224,221 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$4.08B +$220M +3,632,579 +6%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$3.69B +$64.4M +1,062,802 +2%
Northern Trust
9
Northern Trust
Illinois
$3.37B -$69.6M -1,148,653 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.05B -$280M -4,617,077 -8%
BFA
11
BlackRock Fund Advisors
California
$2.42B -$127M -2,089,018 -5%
Franklin Resources
12
Franklin Resources
California
$2.32B +$1.3M +21,389 +0.1%
Invesco
13
Invesco
Georgia
$2.26B +$66.3M +1,094,397 +3%
Bank of America
14
Bank of America
North Carolina
$2.22B +$233M +3,839,989 +12%
Ameriprise
15
Ameriprise
Minnesota
$2.05B -$236M -3,891,395 -10%
BG
16
BlackRock Group
United Kingdom
$2.02B -$9.63M -158,886 -0.5%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.02B -$33.8M -557,311 -2%
Harris Associates
18
Harris Associates
Illinois
$1.96B +$28.8M +476,084 +1%
Norges Bank
19
Norges Bank
Norway
$1.94B +$48.4M +798,922 +3%
Morgan Stanley
20
Morgan Stanley
New York
$1.93B +$46.9M +773,991 +2%
BA
21
BlackRock Advisors
Delaware
$1.9B +$67.8M +1,118,469 +4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.85B +$61.9M +1,023,238 +3%
Boston Partners
23
Boston Partners
Massachusetts
$1.5B -$73M -1,204,598 -5%
Dodge & Cox
24
Dodge & Cox
California
$1.45B +$8.24M +136,000 +0.6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.39B -$21.2M -349,381 -1%
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