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JPMorgan Chase
JPM

Overview Fund Activity

1,812 hedge funds and large institutions have $174B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 665 increasing their positions, 744 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+119
Holders Change %
+7.03%
% of All Funds
48.36%
Holding in Top 10
391
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.42%
% of All Funds
10.44%
New
199
Increased
665
Reduced
744
Closed
59
Calls
$2.98B
Puts
$2.61B
Net Calls
+$366M
Net Calls Change
-$537M

Top Buyers

1
GA
Greenhaven Associates
New York
+$465M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$461M
3
State Street
State Street
Massachusetts
+$400M
4
ECU
Egerton Capital (UK)
United Kingdom
+$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$267M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$451M
2
SC
Sculptor Capital
New York
-$301M
3
Franklin Resources
Franklin Resources
California
-$282M
4
Bank of America
Bank of America
North Carolina
-$278M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
226
Carlson Capital
Texas
$83.6M -$10.3M -164,430 -11%
DekaBank Deutsche Girozentrale
227
DekaBank Deutsche Girozentrale
Germany
$83.4M +$12.3M +195,133 +17%
Nomura Asset Management
228
Nomura Asset Management
Japan
$83.1M -$7.48M -119,660 -8%
GF
229
Gabelli Funds
New York
$83.1M +$751K +12,000 +0.9%
PC
230
Polar Capital
United Kingdom
$80.9M -$9.04M -144,488 -10%
MSA
231
Mason Street Advisors
Wisconsin
$80.6M -$193K -3,091 -0.2%
BTS
232
BB&T Securities
Virginia
$80M +$2.82M +4,504 +4%
ECA
233
Endeavour Capital Advisors
Connecticut
$80M +$43.5M +695,095 +119%
William Blair & Company
234
William Blair & Company
Illinois
$79.2M -$20.8M -333,014 -21%
GI
235
GAMCO Investors
Connecticut
$79.2M -$377K -6,030 -0.5%
Public Sector Pension Investment Board (PSP Investments)
236
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$79.2M -$7.55M -120,600 -9%
HNB
237
Huntington National Bank
Ohio
$79.1M -$8.34M -133,304 -10%
SIM
238
Stelliam Investment Management
New York
$78.5M -$10.2M -162,500 -11%
RCAMU
239
Rothschild & Co Asset Management US
Connecticut
$77M -$1.7M -27,063 -2%
ASC
240
Atalanta Sosnoff Capital
New York
$75.9M -$30M -479,065 -28%
BG
241
Bahl & Gaynor
Ohio
$75.7M +$73.9M +1,180,724 +4,092%
KIG
242
Kovitz Investment Group
Illinois
$75.5M -$240K -3,832 -0.3%
Luther King Capital Management (LKCM)
243
Luther King Capital Management (LKCM)
Texas
$74.1M -$2.66M -42,549 -3%
DC
244
Davenport & Co
Virginia
$73M -$62.8K -1,003 -0.1%
AIM
245
abrdn Investment Management
United Kingdom
$72M -$79.5M -1,270,652 -52%
AACR
246
ACR Alpine Capital Research
Missouri
$71.6M +$3.8M +60,651 +6%
DnB Asset Management
247
DnB Asset Management
Norway
$70.3M -$3.38M -53,996 -5%
HEIP
248
Hudson Edge Investment Partners
New Jersey
$70.2M -$1.49M -23,863 -2%
HCM
249
Huber Capital Management
California
$69.9M -$2.37M -37,935 -3%
Janus Henderson Group
250
Janus Henderson Group
United Kingdom
$68.2M +$6.95M +111,098 +11%
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