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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 %
BA
276
Boston Advisors
Massachusetts
$49.1M -$1.27M -22,016 -3%
TAM
277
Todd Asset Management
Kentucky
$49.1M -$785K -13,623 -2%
RCM
278
RNC Capital Management
California
$48.8M +$47.1K +817 +0.1%
AC
279
Ascend Capital
California
$48.5M +$14M +242,971 +41%
PI
280
Placemark Investments
Illinois
$48.1M +$3.23M +56,124 +7%
VRS
281
Virginia Retirement Systems
Virginia
$47.9M -$1.45M -25,232 -3%
CB
282
Commerce Bank
Missouri
$47.8M +$895K +15,534 +2%
SFM
283
Systematic Financial Management
New Jersey
$47.7M -$5.57M -96,690 -10%
WT
284
Wilmington Trust
Delaware
$46.6M +$526K +9,129 +1%
HT
285
HAP Trading
New York
$46.5M +$13.9M +241,370 +43%
Natixis Advisors
286
Natixis Advisors
Massachusetts
$46.2M -$3.1M -53,872 -6%
Lazard Asset Management
287
Lazard Asset Management
New York
$45.6M +$351K +6,094 +0.8%
MMH
288
Menora Mivtachim Holdings
Israel
$45.2M – – –
PNC
289
Park National Corp
Ohio
$44.8M +$2.34M +40,597 +6%
FIM
290
Foresters Investment Management
New York
$44.6M -$593K -10,300 -1%
AG
291
Aperio Group
California
$44.3M -$2.79M -48,487 -6%
NG
292
NatWest Group
United Kingdom
$43.6M +$10.4M +179,960 +31%
RCM
293
Redwood Capital Management
New York
$43.2M – – –
D.E. Shaw & Co
294
D.E. Shaw & Co
New York
$43.1M -$163M -2,833,644 -79%
DCM
295
Dupont Capital Management
Delaware
$43M -$1.17M -20,378 -3%
MA
296
MUFG Americas
New York
$42.9M +$238K +4,129 +0.6%
RCM
297
Riverhead Capital Management
Delaware
$42.5M -$13.3M -231,325 -24%
Mitsubishi UFJ Asset Management
298
Mitsubishi UFJ Asset Management
Japan
$42.4M -$2.98M -51,758 -7%
IIM
299
Ivory Investment Management
New York
$42.3M -$50.7M -879,182 -54%
BCM
300
Basswood Capital Management
New York
$42.2M – – –
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