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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 %
WF
351
Welch & Forbes
Massachusetts
$28.9M +$301K +5,220 +1%
Bank of Nova Scotia
352
Bank of Nova Scotia
Ontario, Canada
$28M -$6.45M -111,859 -19%
CFB
353
Cullen/Frost Bankers
Texas
$28M -$243K -4,220 -0.9%
MAMU
354
Marathon Asset Management (UK)
United Kingdom
$27.9M -$13.1K -228 -0%
OA
355
Oak Associates
Ohio
$27.7M -$466K -8,089 -2%
HPC
356
HM Payson & Co
Maine
$27.5M +$7.98M +138,529 +41%
PFC
357
Poplar Forest Capital
California
$27.4M +$1.66M +28,826 +6%
CC
358
Curian Capital
Colorado
$27.4M +$1.69M +29,372 +7%
ADEF
359
Adams Diversified Equity Fund
Maryland
$27.1M -$7.49M -130,000 -22%
MOACM
360
Mutual of America Capital Management
New York
$27M -$616K -10,687 -2%
BC
361
Brookfield Corp
Ontario, Canada
$27M +$985K +17,100 +4%
AR
362
Advisory Research
Illinois
$27M -$417K -7,236 -2%
ALA
363
Atherton Lane Advisers
California
$26.9M -$1.47M -25,473 -5%
AIA
364
Avalon Investment & Advisory
Texas
$26.7M -$268K -4,647 -1%
WT
365
Washington Trust
Rhode Island
$26.6M -$261K -4,534 -1%
MC
366
Martin Currie
United Kingdom
$26.5M -$542K -9,400 -2%
MC
367
Muhlenkamp & Co
Pennsylvania
$26.3M -$115K -2,000 -0.4%
BIP
368
Brandes Investment Partners
California
$26.3M +$909K +15,769 +4%
CEI
369
Clark Estates Inc
New York
$26.1M +$461K +8,000 +2%
STC
370
SEI Trust Company
Pennsylvania
$26M -$12.9M -223,202 -33%
TCT
371
TIAA CREF Trust
Missouri
$25.9M +$778K +13,500 +3%
GL
372
GLG LLC
New York
$25.8M -$85.6K -1,485 -0.3%
UOC
373
UBS O'Connor
Illinois
$25.7M -$1.4M -24,319 -5%
AI
374
Analytic Investors
California
$25.7M -$11.1M -193,462 -30%
CIP
375
Chartwell Investment Partners
Pennsylvania
$25.3M +$1.28M +22,298 +5%
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