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JPMorgan Chase
JPM

Overview Fund Activity

1,812 hedge funds and large institutions have $174B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 665 increasing their positions, 744 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+119
Holders Change %
+7.03%
% of All Funds
48.36%
Holding in Top 10
391
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.42%
% of All Funds
10.44%
New
199
Increased
665
Reduced
744
Closed
59
Calls
$2.98B
Puts
$2.61B
Net Calls
+$366M
Net Calls Change
-$537M

Top Buyers

1
GA
Greenhaven Associates
New York
+$465M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$461M
3
State Street
State Street
Massachusetts
+$400M
4
ECU
Egerton Capital (UK)
United Kingdom
+$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$267M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$451M
2
SC
Sculptor Capital
New York
-$301M
3
Franklin Resources
Franklin Resources
California
-$282M
4
Bank of America
Bank of America
North Carolina
-$278M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
301
Curian Capital
Colorado
$44.7M +$4.93M +78,729 +12%
M2MC
302
Matthew 25 Management Corp
Pennsylvania
$44.3M – – –
Natixis Advisors
303
Natixis Advisors
Massachusetts
$43.6M +$429K +6,854 +1%
COPPSERS
304
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$42.7M -$484K -7,734 -1%
PWLP
305
Prio Wealth Limited Partnership
Massachusetts
$42.7M +$655K +10,470 +2%
B
306
BP
United Kingdom
$42.4M +$6.32M +101,000 +18%
CTB
307
Country Trust Bank
Illinois
$41.4M +$141K +2,261 +0.3%
FQ
308
First Quadrant
California
$41M +$3.32M +53,000 +9%
URS
309
Utah Retirement Systems
Utah
$41M -$43.8K -700 -0.1%
PC
310
PM Capital
Australia
$40.6M +$40.6M +648,949 New
JAM
311
Jupiter Asset Management
United Kingdom
$40.1M -$7.55M -120,634 -16%
BFS
312
Bradley Foster & Sargent
Connecticut
$39.9M -$197K -3,151 -0.5%
SAM
313
Shell Asset Management
Netherlands
$39.8M +$3.57M +56,971 +10%
BAPIM
314
British Airways Pensions Investment Management
United Kingdom
$39.6M +$39.6M +633,160 New
Mitsubishi UFJ Asset Management
315
Mitsubishi UFJ Asset Management
Japan
$38.8M -$2.53M -40,439 -6%
AIMCA
316
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.7M +$1.1M +17,500 +3%
MCC
317
Mid Continent Capital
Illinois
$37.8M -$380K -6,068 -1%
BA
318
Boston Advisors
Massachusetts
$37.6M -$720K -11,498 -2%
CBOA
319
Commonwealth Bank of Australia
Australia
$37.4M -$2.35M -37,487 -6%
UCFA
320
United Capital Financial Advisors
Texas
$37.4M +$3.88M +61,952 +12%
PSUF
321
People's United Financial
Connecticut
$37.3M -$123K -1,961 -0.3%
B
322
Baird
Wisconsin
$37.3M +$4M +63,988 +12%
ECM
323
Estabrook Capital Management
New York
$36.5M -$553K -8,831 -1%
MAA
324
Matrix Asset Advisors
New York
$36.3M -$255K -4,075 -0.7%
WT
325
Whittier Trust
California
$36.2M -$347K -5,543 -0.9%
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