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JPMorgan Chase
JPM

Overview Fund Activity

1,693 hedge funds and large institutions have $167B invested in JPMorgan Chase in 2014 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 683 increasing their positions, 712 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+2
Holders Change %
+0.12%
% of All Funds
49.16%
Holding in Top 10
364
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+11.31%
% of All Funds
10.57%
New
73
Increased
683
Reduced
712
Closed
51
Calls
$3.3B
Puts
$2.39B
Net Calls
+$903M
Net Calls Change
+$780M

Top Buyers

1
AL
AJO LP
Pennsylvania
$660M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$399M
3
Citadel Advisors
Citadel Advisors
Florida
$298M
4
BWA
Brave Warrior Advisors
New York
$219M
5
Vanguard Group
Vanguard Group
Pennsylvania
$11.8B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.84B
2
Franklin Resources
Franklin Resources
California
$2.57B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$344M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$10.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
HEIP
251
Hudson Edge Investment Partners
New Jersey
$69M -$3.6M -59,688 -5%
DekaBank Deutsche Girozentrale
252
DekaBank Deutsche Girozentrale
Germany
$68.5M +$14M +231,246 +26%
Stifel Financial
253
Stifel Financial
Missouri
$67.3M -$1.66M -27,517 -2%
Macquarie Group
254
Macquarie Group
Australia
$67.2M -$687K -11,417 -1%
CLOS
255
Compagnie Lombard Odier SCmA
Switzerland
$67.1M -$2.28M -37,844 -3%
AACR
256
ACR Alpine Capital Research
Missouri
$65.3M +$1.16M +19,255 +2%
Royal London Asset Management
257
Royal London Asset Management
United Kingdom
$64.6M +$2.32M +38,446 +4%
GIBU
258
Gulf International Bank (UK)
United Kingdom
$64.4M +$250K +4,154 +0.4%
BTW
259
Boston Trust Walden
Massachusetts
$64.1M -$234K -3,882 -0.4%
VRS
260
Virginia Retirement Systems
Virginia
$63.8M +$13.7M +226,655 +27%
ASRS
261
Arizona State Retirement System
Arizona
$63.1M -$1.18M -19,600 -2%
HT
262
HAP Trading
New York
$62.3M +$13.6M +226,451 +28%
SWITC
263
Stewart West Indies Trading Company
Colorado
$61.9M – – –
1IC
264
1919 Investment Counsel
Maryland
$61.2M +$3.78M +62,795 +7%
SAM
265
Sentinel Asset Management
Vermont
$59.7M -$402K -6,670 -0.7%
HIMCH
266
Hartford Investment Management Co (HIMCO)
Connecticut
$59.1M -$2.1M -34,883 -3%
Janus Henderson Group
267
Janus Henderson Group
United Kingdom
$58.9M -$1.48M -24,633 -2%
FAF
268
Fjarde Ap-fonden
Sweden
$58.1M -$4.64M -76,964 -7%
IRF
269
IBM Retirement Fund
New York
$56.5M -$1.71M -28,362 -3%
BCM
270
Becker Capital Management
Oregon
$56.1M +$717K +11,906 +1%
EIM
271
ExxonMobil Investment Management
Texas
$55.5M -$2.48M -41,241 -4%
CP
272
Cumberland Partners
Ontario, Canada
$55M -$685K -11,376 -1%
PMG
273
Private Management Group
California
$53.7M +$101K +1,672 +0.2%
ACM
274
Argent Capital Management
Missouri
$53.7M -$2.1M -34,897 -4%
SFM
275
Systematic Financial Management
New Jersey
$53.2M +$3.38M +56,063 +7%
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