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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
+$1.8B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$580M
3
DSA
Davis Selected Advisers
Arizona
+$280M
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
+$242M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$544M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$412M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$340M
4
MCM
Moore Capital Management
New York
-$275M
5
TCIM
TIAA CREF Investment Management
New York
-$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
BKBG
301
BHF Kleinwort Benson Group
Belgium
$41.5M -$2.99M -51,947 -7%
CEP
302
Chicago Equity Partners
Illinois
$41.3M -$516K -8,960 -1%
OI
303
Oakbrook Investments
Illinois
$41.3M -$18.4M -319,801 -31%
M2MC
304
Matthew 25 Management Corp
Pennsylvania
$40.6M +$2.02M +35,000 +5%
OPERF
305
Oregon Public Employees Retirement Fund
Oregon
$40.2M +$415K +7,200 +1%
MCC
306
Mid Continent Capital
Illinois
$40M -$495K -8,585 -1%
COPPSERS
307
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$39.9M -$1.86M -32,338 -4%
ZIM
308
Zacks Investment Management
Illinois
$39.8M +$2.08M +36,030 +5%
PWLP
309
Prio Wealth Limited Partnership
Massachusetts
$39.3M -$1.18M -20,449 -3%
WTNA
310
Wilmington Trust National Association
Delaware
$38.5M -$241K -4,179 -0.6%
SCM
311
Smead Capital Management
Arizona
$38.1M +$1.75M +30,456 +5%
PTC
312
Philadelphia Trust Company
Pennsylvania
$38M -$1.24M -21,473 -3%
URS
313
Utah Retirement Systems
Utah
$37.8M -$1.28M -22,200 -3%
CTB
314
Country Trust Bank
Illinois
$37.2M +$37.2M +644,755 New
ARC
315
Absolute Return Capital
Massachusetts
$36.6M +$7.55M +131,035 +26%
BFS
316
Bradley Foster & Sargent
Connecticut
$36.5M +$592K +10,274 +2%
RIM
317
Rainier Investment Management
Washington
$35.7M -$8.33M -144,610 -19%
Asset Management One
318
Asset Management One
Japan
$35.6M -$13.9M -242,124 -28%
JAM
319
Jupiter Asset Management
United Kingdom
$35.5M -$1.7M -29,559 -5%
CBOA
320
Commonwealth Bank of Australia
Australia
$35M -$50.4M -874,795 -59%
Zurich Cantonal Bank
321
Zurich Cantonal Bank
Switzerland
$34.8M +$1.04M +18,091 +3%
WG
322
Winton Group
United Kingdom
$34.7M +$34.7M +602,859 New
ECM
323
Estabrook Capital Management
New York
$34.7M -$1.92M -33,300 -5%
QBFM
324
QS Batterymarch Financial Management
New York
$34.5M -$10.2M -177,698 -23%
MAA
325
Matrix Asset Advisors
New York
$34.5M +$730K +12,664 +2%
11 12
13
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