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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 %
ECA
326
Endeavour Capital Advisors
Connecticut
$35.1M – – –
DILH
327
Dai-ichi Life Holdings
Japan
$35M +$2.52M +41,859 +8%
SAM
328
Shell Asset Management
Netherlands
$34.8M -$729K -12,104 -2%
B
329
BP
United Kingdom
$34.8M +$8.98M +149,000 +35%
WCM
330
Wedge Capital Management
North Carolina
$34.1M -$1.47M -24,455 -4%
DGHMC
331
Dalton, Greiner, Hartman, Maher & Co
New York
$33.8M +$60.5K +1,004 +0.2%
LS
332
Livforsakringsbolaget Skandia
Sweden
$33.4M -$2.08M -34,500 -6%
AI
333
Analytic Investors
California
$33.4M +$6.51M +108,090 +24%
WG
334
Winton Group
United Kingdom
$32.8M -$3.53M -58,599 -10%
WAM
335
World Asset Management
Michigan
$32.7M +$1.73M +28,746 +6%
UCFA
336
United Capital Financial Advisors
Texas
$32.3M +$713K +11,838 +2%
B
337
Baird
Wisconsin
$32M -$129K -2,144 -0.4%
CIBC World Market
338
CIBC World Market
Ontario, Canada
$31.9M -$641K -10,644 -2%
LPL Financial
339
LPL Financial
California
$31.2M +$673K +11,252 +2%
GMI
340
Greystone Managed Investments
Saskatchewan, Canada
$31.2M -$1.81M -30,024 -5%
BPBT
341
Boston Private Bank & Trust
Massachusetts
$31M +$454K +7,531 +1%
Cohen & Steers
342
Cohen & Steers
New York
$31M -$31.9M -529,150 -51%
HPC
343
HM Payson & Co
Maine
$30.6M +$1.84M +30,623 +6%
EARNEST Partners
344
EARNEST Partners
Georgia
$30.5M -$1.79M -29,653 -6%
PFC
345
Poplar Forest Capital
California
$30.4M +$1.77M +29,312 +6%
WF
346
Welch & Forbes
Massachusetts
$30.4M +$192K +3,180 +0.6%
CIBC Asset Management
347
CIBC Asset Management
Ontario, Canada
$30.3M -$978K -16,228 -3%
NMERB
348
New Mexico Educational Retirement Board
New Mexico
$30.3M +$114K +1,900 +0.4%
GH
349
GAM Holding
Switzerland
$30.2M -$3.06M -50,733 -9%
MAMU
350
Marathon Asset Management (UK)
United Kingdom
$30.1M +$881K +14,628 +3%
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