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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 %
LPL Financial
326
LPL Financial
California
$36.1M +$3.39M +54,246 +10%
RCM
327
Redwood Capital Management
New York
$35.5M -$5.13M -82,021 -13%
WCM
328
Wedge Capital Management
North Carolina
$35.3M -$92.3K -1,475 -0.3%
DILH
329
Dai-ichi Life Holdings
Japan
$34.5M -$1.87M -29,930 -5%
AC
330
Ascend Capital
California
$33.8M +$10.4M +165,935 +44%
Zurich Cantonal Bank
331
Zurich Cantonal Bank
Switzerland
$33.6M -$4.36M -69,667 -11%
PFC
332
Poplar Forest Capital
California
$33.4M +$1.77M +28,333 +6%
AIA
333
Avalon Investment & Advisory
Texas
$33M +$3.9M +62,392 +13%
RCM
334
RNC Capital Management
California
$32.7M -$22.3M -355,803 -40%
IEFM
335
IQ EQ Fund Management
Ireland
$32.7M +$32.7M +522,497 New
GH
336
GAM Holding
Switzerland
$32.6M +$1.23M +19,723 +4%
DGHMC
337
Dalton, Greiner, Hartman, Maher & Co
New York
$32.6M -$2.53M -40,422 -7%
BPBT
338
Boston Private Bank & Trust
Massachusetts
$32.5M +$225K +3,588 +0.7%
HPC
339
HM Payson & Co
Maine
$32.3M +$576K +9,199 +2%
BIC
340
Beach Investment Counsel
Pennsylvania
$31.7M -$8.19M -130,810 -21%
WF
341
Welch & Forbes
Massachusetts
$31.7M +$146K +2,341 +0.5%
MMH
342
Menora Mivtachim Holdings
Israel
$31.7M -$17.4M -278,000 -35%
AIA
343
Affinity Investment Advisors
California
$31.4M +$1.72M +27,531 +6%
SEI Investments
344
SEI Investments
Pennsylvania
$31.3M +$31.3M +500,204 New
HighTower Advisors
345
HighTower Advisors
Illinois
$31.3M +$4.34M +69,416 +16%
MAMU
346
Marathon Asset Management (UK)
United Kingdom
$31.1M -$138K -2,207 -0.4%
EARNEST Partners
347
EARNEST Partners
Georgia
$31M -$671K -10,726 -2%
GMI
348
Greystone Managed Investments
Saskatchewan, Canada
$30.9M -$1.47M -23,498 -5%
TCT
349
TIAA CREF Trust
Missouri
$30.8M +$1.08M +17,310 +4%
ISL
350
Ingalls & Snyder LLC
New York
$30.6M +$5.2M +83,126 +20%
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