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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 %
PWLP
301
Prio Wealth Limited Partnership
Massachusetts
$40.4M -$656K -10,898 -2%
Mitsubishi UFJ Asset Management
302
Mitsubishi UFJ Asset Management
Japan
$39.9M -$4.41M -73,175 -10%
SCM
303
Smead Capital Management
Arizona
$39.8M -$38K -630 -0.1%
CTB
304
Country Trust Bank
Illinois
$39.7M +$896K +14,872 +2%
URS
305
Utah Retirement Systems
Utah
$39.5M -$90.4K -1,500 -0.2%
BKBG
306
BHF Kleinwort Benson Group
Belgium
$39.2M +$4.92M +103,367 +14%
RCM
307
Redwood Capital Management
New York
$39.2M -$6.02M -100,000 -13%
BFS
308
Bradley Foster & Sargent
Connecticut
$38.6M +$516K +8,570 +1%
BIC
309
Beach Investment Counsel
Pennsylvania
$38.4M +$26.2M +435,394 +215%
CBOA
310
Commonwealth Bank of Australia
Australia
$38.3M +$1.73M +28,700 +5%
CC
311
Curian Capital
Colorado
$38.3M +$9.65M +160,188 +34%
DAM
312
Davis Asset Management
California
$37.3M +$2.41M +40,000 +7%
BA
313
Boston Advisors
Massachusetts
$36.9M -$14.4M -238,782 -28%
MCC
314
Mid Continent Capital
Illinois
$36.7M -$5.11M -84,814 -12%
PTC
315
Philadelphia Trust Company
Pennsylvania
$36.7M -$3.11M -51,671 -8%
Zurich Cantonal Bank
316
Zurich Cantonal Bank
Switzerland
$36.6M +$212K +3,522 +0.6%
AIMCA
317
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$36.2M +$14.9M +247,200 +70%
FQ
318
First Quadrant
California
$36.2M -$15.6M -259,300 -30%
QBFM
319
QS Batterymarch Financial Management
New York
$36.1M – – –
PSUF
320
People's United Financial
Connecticut
$36M +$22.5K +374 +0.1%
SCM
321
Sirios Capital Management
Massachusetts
$35.9M -$21.9M -364,012 -38%
ECM
322
Estabrook Capital Management
New York
$35.7M -$621K -10,309 -2%
RIM
323
Rainier Investment Management
Washington
$35.3M -$2.03M -33,680 -5%
MAA
324
Matrix Asset Advisors
New York
$35.2M -$831K -13,802 -2%
WT
325
Whittier Trust
California
$35.2M +$632K +10,494 +2%
11 12
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