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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 %
RCM
276
RNC Capital Management
California
$53M +$1.96M +32,602 +4%
WI
277
WBI Investments
New Jersey
$52.9M +$1.45M +24,108 +3%
GG
278
Gofen & Glossberg
Illinois
$52.6M -$38.5K -639 -0.1%
PI
279
Placemark Investments
Illinois
$52.1M +$1.83M +30,397 +4%
CB
280
Commerce Bank
Missouri
$51.8M +$1.84M +30,464 +4%
AG
281
Aperio Group
California
$50.6M +$4.24M +70,459 +9%
BAMF
282
BI Asset Management Fondsmaeglerselskab
Denmark
$49.6M -$2.07M -34,300 -4%
TAM
283
Todd Asset Management
Kentucky
$49M -$2.26M -37,455 -4%
TCM
284
Tetrem Capital Management
Manitoba, Canada
$49M +$140K +2,326 +0.3%
CIM
285
Contrarius Investment Management
Jersey
$47.4M +$47.4M +786,942 New
MMH
286
Menora Mivtachim Holdings
Israel
$47.2M – – –
FIM
287
Foresters Investment Management
New York
$46.6M – – –
Lazard Asset Management
288
Lazard Asset Management
New York
$46.3M -$1.31M -21,715 -3%
PNC
289
Park National Corp
Ohio
$46.3M -$551K -9,155 -1%
JAM
290
Jupiter Asset Management
United Kingdom
$45.9M +$8.77M +145,629 +24%
DCM
291
Dupont Capital Management
Delaware
$45.5M +$621K +10,303 +1%
ZIM
292
Zacks Investment Management
Illinois
$44.7M +$3.02M +50,179 +7%
MA
293
MUFG Americas
New York
$44.6M -$291K -4,833 -0.6%
BCM
294
Basswood Capital Management
New York
$44.2M – – –
OPERF
295
Oregon Public Employees Retirement Fund
Oregon
$42.9M +$867K +14,400 +2%
M2MC
296
Matthew 25 Management Corp
Pennsylvania
$42.6M +$211K +3,500 +0.5%
Asset Management One
297
Asset Management One
Japan
$42.4M +$5.17M +85,658 +14%
Natixis Advisors
298
Natixis Advisors
Massachusetts
$41.6M -$6.65M -110,375 -14%
COPPSERS
299
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$41.6M -$203K -3,370 -0.5%
Bank of Nova Scotia
300
Bank of Nova Scotia
Ontario, Canada
$40.9M +$11.6M +192,601 +40%
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