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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 %
RIM
301
Rainier Investment Management
Washington
$46.4M -$2.88M -47,455 -6%
TAM
302
Taylor Asset Management
Ontario, Canada
$45.8M -$6.03M -99,300 -12%
RCM
303
Redwood Capital Management
New York
$45.5M – – –
MA
304
MUFG Americas
New York
$45M +$897K +14,778 +2%
PNC
305
Park National Corp
Ohio
$44.7M +$1.26M +20,760 +3%
TCM
306
Tetrem Capital Management
Manitoba, Canada
$44.6M +$333K +5,487 +0.8%
BCM
307
Basswood Capital Management
New York
$44.5M -$15.3M -251,594 -26%
CEP
308
Chicago Equity Partners
Illinois
$44.1M +$8.4M +138,395 +24%
COPPSERS
309
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$44M +$486K +8,010 +1%
PC
310
PointState Capital
New York
$43.7M -$57.2M -942,700 -57%
MCC
311
Mid Continent Capital
Illinois
$42.7M +$2.11M +34,720 +5%
PWLP
312
Prio Wealth Limited Partnership
Massachusetts
$42.6M -$69.5K -1,145 -0.2%
NI
313
Numeric Investors
Massachusetts
$42.6M -$109M -1,795,800 -72%
OAM
314
Origin Asset Management
United Kingdom
$42.6M -$2.04M -33,600 -5%
MAM
315
Majedie Asset Management
United Kingdom
$42.5M +$26.8M +442,004 +171%
KCM
316
Kames Capital Management
United Kingdom
$42.2M -$2.27M -37,392 -5%
OPERF
317
Oregon Public Employees Retirement Fund
Oregon
$42M -$194K -3,200 -0.5%
PTC
318
Philadelphia Trust Company
Pennsylvania
$41.4M +$5.75M +94,684 +16%
URS
319
Utah Retirement Systems
Utah
$41.2M +$291K +4,800 +0.7%
STC
320
SEI Trust Company
Pennsylvania
$40.9M -$4.91M -80,919 -11%
WTNA
321
Wilmington Trust National Association
Delaware
$40.8M +$401K +6,600 +1%
M2MC
322
Matthew 25 Management Corp
Pennsylvania
$40.6M +$698K +11,500 +2%
CIBC World Market
323
CIBC World Market
Ontario, Canada
$40.6M +$5.09M +83,886 +14%
AAF
324
Andra AP-fonden
Sweden
$40.4M -$66.8K -1,100 -0.2%
ZIM
325
Zacks Investment Management
Illinois
$39.8M +$3.17M +52,165 +9%
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