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JPMorgan Chase
JPM

Overview Fund Activity

1,722 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 716 increasing their positions, 721 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
-7
Holders Change %
-0.4%
% of All Funds
49.77%
Holding in Top 10
430
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+6.7%
% of All Funds
12.43%
New
100
Increased
716
Reduced
721
Closed
87
Calls
$2.51B
Puts
$1.94B
Net Calls
+$572M
Net Calls Change
+$1.08B

Top Buyers

1
Capital World Investors
Capital World Investors
California
$6.01B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.92B
3
Ameriprise
Ameriprise
Minnesota
$2.73B
4
Dodge & Cox
Dodge & Cox
California
$1.06B
5
Vanguard Group
Vanguard Group
Pennsylvania
$11.4B

Top Sellers

1
IC
Institutional Capital
Illinois
$0
2
Citigroup
Citigroup
New York
$227M
3
Invesco
Invesco
Georgia
$2.28B
4
Goldman Sachs
Goldman Sachs
New York
$1.42B
5
DCM
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$85.9M -$540K -8,900 -0.6%
DC
227
Davenport & Co
Virginia
$85.4M +$1.91M +31,484 +2%
Public Sector Pension Investment Board (PSP Investments)
228
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$84.2M -$704K -11,600 -0.8%
CNB
229
City National Bank
California
$81.9M +$7.97M +131,263 +11%
GF
230
Gabelli Funds
New York
$80.8M -$443K -7,300 -0.5%
Luther King Capital Management (LKCM)
231
Luther King Capital Management (LKCM)
Texas
$78.8M +$4.24M +69,888 +6%
MSA
232
Mason Street Advisors
Wisconsin
$77.3M +$577K +9,510 +0.8%
SIM
233
Stelliam Investment Management
New York
$76.3M +$7.89M +130,000 +12%
Bessemer Group
234
Bessemer Group
New Jersey
$76.2M +$21.8M +359,472 +40%
GI
235
GAMCO Investors
Connecticut
$75.5M -$2.98M -49,097 -4%
TSU
236
TD Securities (USA)
New York
$75.4M -$5.08M -83,605 -6%
HEIP
237
Hudson Edge Investment Partners
New Jersey
$73.6M +$4.42M +72,825 +6%
GT
238
Glenmede Trust
Pennsylvania
$72.7M +$49.3K +812 +0.1%
AM
239
Appaloosa Management
Florida
$72.4M – – –
SCP
240
Seizert Capital Partners
Michigan
$72.1M -$6.74M -110,939 -9%
JPMPWA
241
J.P. Morgan Private Wealth Advisors
California
$70.9M +$6.29M +103,580 +10%
Cohen & Steers
242
Cohen & Steers
New York
$70.7M -$2.45M -40,300 -3%
PC
243
Polar Capital
United Kingdom
$70.6M +$11M +181,871 +19%
SCM
244
Sirios Capital Management
Massachusetts
$70.5M +$38.7M +637,767 +122%
HCM
245
Huber Capital Management
California
$70.5M +$2.73M +44,900 +4%
Macquarie Group
246
Macquarie Group
Australia
$68.5M -$6.74M -111,025 -9%
RCAMU
247
Rothschild & Co Asset Management US
Connecticut
$66.6M +$1.75M +28,855 +3%
FAF
248
Fjarde Ap-fonden
Sweden
$65.8M +$2.38M +39,140 +4%
ASRS
249
Arizona State Retirement System
Arizona
$64.6M -$650K -10,700 -1%
Stifel Financial
250
Stifel Financial
Missouri
$64.5M +$64.5M +1,062,382 New
8 9
10
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