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JPMorgan Chase
JPM

Overview Fund Activity

1,691 hedge funds and large institutions have $163B invested in JPMorgan Chase in 2014 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 687 increasing their positions, 745 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,691
Holders Change
-31
Holders Change %
-1.8%
% of All Funds
48.63%
Holding in Top 10
327
Holding in Top 10 Change
-103
Holding in Top 10 Change %
-23.95%
% of All Funds
9.4%
New
68
Increased
687
Reduced
745
Closed
89
Calls
$2.03B
Puts
$1.91B
Net Calls
+$123M
Net Calls Change
-$449M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$3.47B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.1B
3
DSA
Davis Selected Advisers
Arizona
$641M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
$11.1B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$2.05B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.83M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
MCM
Moore Capital Management
New York
$1.46M
5
TCIM
TIAA CREF Investment Management
New York
$888M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
226
Mason Street Advisors
Wisconsin
$74.2M +$872K +15,143 +1%
Luther King Capital Management (LKCM)
227
Luther King Capital Management (LKCM)
Texas
$73.3M -$1.57M -27,200 -2%
GI
228
GAMCO Investors
Connecticut
$72.3M +$625K +10,845 +0.9%
Nuveen Asset Management
229
Nuveen Asset Management
Illinois
$72.2M -$17.5M -303,094 -19%
AAMU
230
Amundi Asset Management US
Massachusetts
$72M -$91.1M -1,580,763 -56%
BTS
231
BB&T Securities
Virginia
$71.3M +$19.5M +33,763 +37%
PC
232
Polar Capital
United Kingdom
$71.2M +$4.22M +73,282 +6%
HCM
233
Huber Capital Management
California
$70.8M +$3.97M +68,900 +6%
GT
234
Glenmede Trust
Pennsylvania
$69.5M +$571K +9,902 +0.8%
HEIP
235
Hudson Edge Investment Partners
New Jersey
$69.4M -$375K -6,505 -0.5%
KIG
236
Kovitz Investment Group
Illinois
$69M +$7.64M +132,527 +12%
RIM
237
RS Investment Management
California
$68.3M +$7.99M +138,718 +13%
DnB Asset Management
238
DnB Asset Management
Norway
$67M +$67M +1,163,202 New
DC
239
Davenport & Co
Virginia
$66.6M -$14.4M -250,561 -18%
SG Americas Securities
240
SG Americas Securities
New York
$66.5M -$71.1M -1,233,185 -52%
CLOS
241
Compagnie Lombard Odier SCmA
Switzerland
$66.4M +$5.89M +102,203 +10%
RCAMU
242
Rothschild & Co Asset Management US
Connecticut
$66M +$2.86M +49,633 +5%
Stifel Financial
243
Stifel Financial
Missouri
$65.9M +$4.73M +82,074 +8%
JPMPWA
244
J.P. Morgan Private Wealth Advisors
California
$65.1M -$2.19M -38,025 -3%
Macquarie Group
245
Macquarie Group
Australia
$64.9M -$30K -521 -0%
AIM
246
abrdn Investment Management
United Kingdom
$63.1M -$243M -4,221,770 -79%
BTW
247
Boston Trust Walden
Massachusetts
$61.5M +$1.4M +24,296 +2%
ASRS
248
Arizona State Retirement System
Arizona
$61.4M +$133K +2,300 +0.2%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$61.3M +$651K +11,290 +1%
AACR
250
ACR Alpine Capital Research
Missouri
$61.3M +$4.36M +75,644 +8%
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