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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 %
KIG
251
Kovitz Investment Group
Illinois
$64.5M -$3.16M -52,230 -5%
WJA
252
Williams Jones & Associates
New York
$64.2M +$35.1M +578,700 +121%
GIBU
253
Gulf International Bank (UK)
United Kingdom
$63.9M +$254K +4,176 +0.4%
CLOS
254
Compagnie Lombard Odier SCmA
Switzerland
$63.8M +$18.5M +305,198 +41%
RIM
255
RS Investment Management
California
$63.6M +$15.1M +249,024 +31%
BTW
256
Boston Trust Walden
Massachusetts
$63.4M -$1.48M -24,350 -2%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$63M -$1.31M -21,513 -2%
OI
258
Oakbrook Investments
Illinois
$62.9M -$8.94M -147,179 -12%
SWITC
259
Stewart West Indies Trading Company
Colorado
$62.4M – – –
BAMF
260
BI Asset Management Fondsmaeglerselskab
Denmark
$61.7M +$61.7M +1,015,800 New
FQ
261
First Quadrant
California
$60.3M -$346K -5,700 -0.6%
EIM
262
ExxonMobil Investment Management
Texas
$60.2M +$800K +13,184 +1%
AACR
263
ACR Alpine Capital Research
Missouri
$60M +$4.81M +79,163 +9%
1IC
264
1919 Investment Counsel
Maryland
$59.2M -$25.9K -426 -0%
IRF
265
IBM Retirement Fund
New York
$59.1M -$32.4M -534,690 -35%
RCM
266
Riverhead Capital Management
Delaware
$58.8M +$19.2M +315,811 +48%
Janus Henderson Group
267
Janus Henderson Group
United Kingdom
$58.8M +$8.36M +137,750 +17%
Royal London Asset Management
268
Royal London Asset Management
United Kingdom
$56.9M +$7.05M +129,083 +14%
ACM
269
Argent Capital Management
Missouri
$56.8M -$446K -7,349 -0.8%
DekaBank Deutsche Girozentrale
270
DekaBank Deutsche Girozentrale
Germany
$56.5M +$1.31M +21,594 +2%
SFM
271
Systematic Financial Management
New Jersey
$56.1M +$3.07M +50,581 +6%
CP
272
Cumberland Partners
Ontario, Canada
$55.8M +$768K +12,650 +1%
Renaissance Technologies
273
Renaissance Technologies
New York
$55.8M +$55.8M +919,586 New
BTS
274
BB&T Securities
Virginia
$54.7M +$4.87M +8,014 +10%
SAM
275
Sentinel Asset Management
Vermont
$53.5M – – –
9 10
11
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