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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 %
BIP
351
Brandes Investment Partners
California
$30.5M +$300K +4,789 +1%
WT
352
Washington Trust
Rhode Island
$30.4M +$1.86M +29,659 +6%
CIBC World Market
353
CIBC World Market
Ontario, Canada
$30.4M -$2.75M -43,985 -8%
MOACM
354
Mutual of America Capital Management
New York
$29.5M -$31.4K -501 -0.1%
OA
355
Oak Associates
Ohio
$29.3M -$399K -6,369 -1%
LWCA
356
Locust Wood Capital Advisers
New York
$29.3M -$993K -15,865 -3%
RIM
357
Rainier Investment Management
Washington
$29M -$7.61M -121,550 -21%
RCM
358
Riverhead Capital Management
Delaware
$28.8M +$6.54M +104,457 +29%
OC
359
Oppenheimer & Co
New York
$28.6M +$3.58M +57,137 +14%
BCM
360
Bluefin Capital Management
New York
$28.5M +$24.1M +867,005 +540%
CIP
361
Chartwell Investment Partners
Pennsylvania
$28.5M +$1.4M +22,360 +5%
NMERB
362
New Mexico Educational Retirement Board
New Mexico
$28.5M -$2.97M -47,500 -9%
GL
363
GLG LLC
New York
$28.4M +$13.1M +208,706 +85%
SCM
364
Sirios Capital Management
Massachusetts
$28.3M -$8.99M -143,691 -24%
ADEF
365
Adams Diversified Equity Fund
Maryland
$28.2M -$1.25M -20,000 -4%
WAM
366
World Asset Management
Michigan
$27.9M -$6.03M -96,404 -18%
Cohen & Steers
367
Cohen & Steers
New York
$27.8M -$4.47M -71,400 -14%
BF
368
BOK Financial
Oklahoma
$27.6M +$9.15M +146,129 +50%
Mackenzie Financial
369
Mackenzie Financial
Ontario, Canada
$27.6M +$1.71M +27,350 +7%
Fiera Capital (Canada)
370
Fiera Capital (Canada)
Quebec, Canada
$27.5M -$997K -15,938 -4%
CI
371
Clal Insurance
Israel
$27.1M +$27.1M +433,329 New
ALA
372
Atherton Lane Advisers
California
$27M -$1.47M -23,429 -5%
PA
373
Pinnacle Associates
New York
$26.9M +$75.8K +1,212 +0.3%
LS
374
Livforsakringsbolaget Skandia
Sweden
$26.9M -$7.83M -125,100 -23%
VDI
375
Vaughan David Investments
Illinois
$26.7M -$492K -7,863 -2%
13 14
15
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