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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 %
BA
276
Boston Advisors
Massachusetts
$53M -$5.05M -83,211 -9%
Nomura Holdings
277
Nomura Holdings
Japan
$52.6M -$4.95M -81,680 -9%
TAM
278
Todd Asset Management
Kentucky
$52.5M -$3.65M -60,171 -7%
VRS
279
Virginia Retirement Systems
Virginia
$52M +$1.72M +28,403 +3%
PMG
280
Private Management Group
California
$52M +$660K +10,867 +1%
Natixis Advisors
281
Natixis Advisors
Massachusetts
$51.9M +$4.07M +66,967 +8%
BCM
282
Becker Capital Management
Oregon
$51.9M +$27.8K +458 +0.1%
Asset Management One
283
Asset Management One
Japan
$51.8M -$6.01M -99,750 -10%
RCM
284
RNC Capital Management
California
$51.3M +$85.8K +1,413 +0.2%
WI
285
WBI Investments
New Jersey
$51.3M +$1.18M +19,506 +2%
AG
286
Aperio Group
California
$49.7M +$49.7M +817,986 New
CB
287
Commerce Bank
Missouri
$49.4M +$1.19M +19,526 +2%
GG
288
Gofen & Glossberg
Illinois
$49M +$1.31M +23,128 +3%
Los Angeles Capital Management
289
Los Angeles Capital Management
California
$48.9M +$630K +10,384 +1%
WT
290
Wilmington Trust
Delaware
$48.6M -$1.57M -25,861 -3%
WCM
291
Winton Capital Management
United Kingdom
$48.2M +$6M +98,884 +14%
Mitsubishi UFJ Asset Management
292
Mitsubishi UFJ Asset Management
Japan
$47.8M +$634K +10,436 +1%
Lazard Asset Management
293
Lazard Asset Management
New York
$47.7M +$1.04M +17,111 +2%
MMH
294
Menora Mivtachim Holdings
Israel
$47.6M -$68K -1,120 -0.1%
FIM
295
Foresters Investment Management
New York
$47.6M -$504K -8,300 -1%
PI
296
Placemark Investments
Illinois
$47.3M -$10M -164,765 -17%
QBFM
297
QS Batterymarch Financial Management
New York
$47.2M +$4.25M +69,985 +10%
GMI
298
Greystone Managed Investments
Saskatchewan, Canada
$47M -$804K -13,240 -2%
BKBG
299
BHF Kleinwort Benson Group
Belgium
$46.9M +$32.7M +538,540 +230%
DCM
300
Dupont Capital Management
Delaware
$46.5M -$3.84M -63,320 -8%
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