JPM icon

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 %
PSUF
326
People's United Financial
Connecticut
$34.4M +$3.53M +61,225 +11%
SAM
327
Shell Asset Management
Netherlands
$34M -$3.61M -62,714 -10%
WCM
328
Wedge Capital Management
North Carolina
$34M +$3.5M +60,700 +11%
LS
329
Livforsakringsbolaget Skandia
Sweden
$33.9M – – –
ECA
330
Endeavour Capital Advisors
Connecticut
$33.6M – – –
DAM
331
Davis Asset Management
California
$33.3M +$1.15M +20,000 +4%
FWCM
332
Ferguson Wellman Capital Management
Oregon
$33.2M +$508K +8,822 +2%
WT
333
Whittier Trust
California
$33M -$421K -7,310 -1%
DGHMC
334
Dalton, Greiner, Hartman, Maher & Co
New York
$32.3M +$1.55M +26,978 +5%
HighTower Advisors
335
HighTower Advisors
Illinois
$31.9M -$1.44M -24,961 -4%
GH
336
GAM Holding
Switzerland
$31.8M -$1.16M -20,111 -4%
GMI
337
Greystone Managed Investments
Saskatchewan, Canada
$31.6M -$13.1M -226,687 -29%
CIBC World Market
338
CIBC World Market
Ontario, Canada
$31.1M -$7.4M -128,407 -19%
DILH
339
Dai-ichi Life Holdings
Japan
$31.1M -$2.88M -50,056 -8%
EARNEST Partners
340
EARNEST Partners
Georgia
$30.9M -$128K -2,226 -0.4%
B
341
Baird
Wisconsin
$30.8M -$488K -8,477 -2%
Balyasny Asset Management
342
Balyasny Asset Management
Illinois
$30.7M +$16.5M +286,977 +117%
UCFA
343
United Capital Financial Advisors
Texas
$30.2M +$2.23M +38,740 +8%
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$30M -$981K -17,027 -3%
3CP
345
3G Capital Partners
New York
$29.7M -$103K -1,783 -0.3%
WAM
346
World Asset Management
Michigan
$29.6M -$672K -11,669 -2%
LPL Financial
347
LPL Financial
California
$29.4M -$2.33M -40,472 -7%
BPBT
348
Boston Private Bank & Trust
Massachusetts
$29.2M +$5.09M +88,310 +21%
AIA
349
Affinity Investment Advisors
California
$29M -$21.7K -377 -0.1%
NMERB
350
New Mexico Educational Retirement Board
New Mexico
$28.9M +$184K +3,200 +0.6%
12 13
14
15 16