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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 %
PA
376
Pinnacle Associates
New York
$25.8M +$301K +4,996 +1%
CAM
377
Chou Associates Management
Ontario, Canada
$25.4M – – –
ONB
378
Old National Bancorp
Indiana
$25.1M +$1.81M +29,976 +8%
Mackenzie Financial
379
Mackenzie Financial
Ontario, Canada
$24.9M +$1.27M +21,138 +5%
KWILP
380
Kiwi Wealth Investments Limited Partnership
New Zealand
$24.7M +$775K +12,871 +3%
ISL
381
Ingalls & Snyder LLC
New York
$24.4M +$1.23M +20,499 +5%
SBH
382
Segall Bryant & Hamill
Illinois
$24.3M -$608K -10,101 -2%
OC
383
Oppenheimer & Co
New York
$24.1M -$964K -16,006 -4%
MC
384
Martin Currie
United Kingdom
$24.1M -$3.56M -59,018 -13%
Connor, Clark & Lunn Investment Management (CC&L)
385
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.1M +$48.2K +800 +0.2%
DCLA
386
Douglas C. Lane & Associates
New York
$24.1M -$834K -13,838 -3%
CTI
387
Community Trust & Investment
Kentucky
$24.1M +$516K +8,560 +2%
NAM
388
North American Management
Massachusetts
$24M +$958K +15,897 +4%
AAMU
389
Amundi Asset Management US
Massachusetts
$24M -$51.3M -850,899 -68%
Janney Montgomery Scott
390
Janney Montgomery Scott
Pennsylvania
$23.9M +$158K +2,618 +0.7%
BCM
391
Bridgeway Capital Management
Texas
$23.9M +$813K +13,500 +4%
PP
392
Palladium Partners
Virginia
$23.9M +$38.4K +637 +0.2%
JIR
393
James Investment Research
Ohio
$23.7M -$2.46M -40,904 -9%
V
394
Veritable
Delaware
$23.6M +$7.82M +129,834 +50%
Commonwealth Equity Services
395
Commonwealth Equity Services
Massachusetts
$23.4M +$1.15M +19,112 +5%
SBCM
396
Schwerin Boyle Capital Management
Massachusetts
$23.4M +$48.2K +800 +0.2%
BP
397
Banyan Partners
Florida
$23.4M +$59.3K +985 +0.3%
KA
398
KLCM Advisors
Wisconsin
$23.4M +$39.2K +650 +0.2%
WSFS
399
Wilmington Savings Fund Society
Delaware
$23.3M +$1.12M +18,641 +5%
MHC
400
Meyer Handelman Company
New York
$23.2M -$12K -200 -0.1%
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