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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
+$564M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$399M
3
Citadel Advisors
Citadel Advisors
Florida
+$243M
4
BWA
Brave Warrior Advisors
New York
+$219M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$206M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.79B
2
Franklin Resources
Franklin Resources
California
-$378M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$361M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$317M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
351
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.5M +$28M +462,244 +1,826%
LWCA
352
Locust Wood Capital Advisers
New York
$29.2M +$4.69M +77,794 +19%
CFB
353
Cullen/Frost Bankers
Texas
$29M -$224K -3,722 -0.8%
BIP
354
Brandes Investment Partners
California
$29M +$1.59M +26,348 +6%
Balyasny Asset Management
355
Balyasny Asset Management
Illinois
$28.7M -$3.38M -56,122 -11%
OA
356
Oak Associates
Ohio
$28.6M -$306K -5,079 -1%
AIA
357
Affinity Investment Advisors
California
$28.6M -$1.68M -27,829 -6%
TCT
358
TIAA CREF Trust
Missouri
$28.6M +$1.47M +24,416 +5%
MOACM
359
Mutual of America Capital Management
New York
$28.5M +$201K +3,338 +0.7%
First Trust Advisors
360
First Trust Advisors
Illinois
$28.3M +$6.17M +102,455 +28%
ADEF
361
Adams Diversified Equity Fund
Maryland
$28.3M – – –
BC
362
Brookfield Corp
Ontario, Canada
$28.3M – – –
AIA
363
Avalon Investment & Advisory
Texas
$28M +$98.3K +1,632 +0.4%
MC
364
Muhlenkamp & Co
Pennsylvania
$27.7M +$181K +3,000 +0.7%
WT
365
Washington Trust
Rhode Island
$27.5M -$294K -4,876 -1%
STC
366
SEI Trust Company
Pennsylvania
$27.5M +$316K +5,240 +1%
Fiera Capital (Canada)
367
Fiera Capital (Canada)
Quebec, Canada
$27.4M +$4.85M +80,476 +21%
ALA
368
Atherton Lane Advisers
California
$27.4M -$690K -11,451 -2%
AR
369
Advisory Research
Illinois
$27.4M -$851K -14,127 -3%
QI
370
QS Investors
New York
$26.8M +$20.8M +345,510 +347%
Arrowstreet Capital
371
Arrowstreet Capital
Massachusetts
$26.4M +$26.4M +438,699 New
VDI
372
Vaughan David Investments
Illinois
$26.2M +$14.3K +237 +0.1%
RCM
373
Rockshelter Capital Management
Pennsylvania
$26.2M -$141K -2,345 -0.5%
CIP
374
Chartwell Investment Partners
Pennsylvania
$26.1M -$371K -6,160 -1%
HighTower Advisors
375
HighTower Advisors
Illinois
$25.9M -$7.47M -124,006 -22%
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