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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 %
RCM
376
Rockshelter Capital Management
Pennsylvania
$25.2M -$164K -2,846 -0.6%
JIR
377
James Investment Research
Ohio
$25.1M -$8.36M -145,078 -25%
VDI
378
Vaughan David Investments
Illinois
$25M +$120K +2,083 +0.5%
B
379
BP
United Kingdom
$24.6M -$6.74M -117,000 -21%
Connor, Clark & Lunn Investment Management (CC&L)
380
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.5M +$8.94M +145,600 +57%
PA
381
Pinnacle Associates
New York
$24.4M -$102K -1,777 -0.4%
CCP
382
Clough Capital Partners
Massachusetts
$24.1M +$12.1M +210,200 +101%
OC
383
Oppenheimer & Co
New York
$24M -$153K -2,655 -0.6%
SBH
384
Segall Bryant & Hamill
Illinois
$23.8M -$441K -7,658 -2%
DCLA
385
Douglas C. Lane & Associates
New York
$23.8M -$780K -13,534 -3%
LWCA
386
Locust Wood Capital Advisers
New York
$23.4M -$546K -9,474 -2%
CAM
387
Chou Associates Management
Ontario, Canada
$23.2M +$23.2M +1,126,347 New
GAI
388
General American Investors
New York
$23M – – –
M&T Bank
389
M&T Bank
New York
$23M -$1.41M -24,535 -6%
KWILP
390
Kiwi Wealth Investments Limited Partnership
New Zealand
$22.9M +$61.9K +1,074 +0.3%
UB
391
UMB Bank
Missouri
$22.9M -$1.24M -21,549 -5%
PP
392
Palladium Partners
Virginia
$22.8M +$342K +5,942 +2%
SMDAM
393
Sumitomo Mitsui DS Asset Management
Japan
$22.7M -$1.82M -31,633 -7%
Janney Montgomery Scott
394
Janney Montgomery Scott
Pennsylvania
$22.7M +$728K +12,627 +3%
Mackenzie Financial
395
Mackenzie Financial
Ontario, Canada
$22.6M -$12.7M -220,486 -36%
CTI
396
Community Trust & Investment
Kentucky
$22.5M +$498K +8,639 +2%
SBCM
397
Schwerin Boyle Capital Management
Massachusetts
$22.4M +$184K +3,200 +0.8%
KA
398
KLCM Advisors
Wisconsin
$22.3M +$9.52M +165,164 +74%
BP
399
Banyan Partners
Florida
$22.3M +$336K +5,838 +2%
ONB
400
Old National Bancorp
Indiana
$22.2M +$1.42M +24,574 +7%
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