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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 %
RCM
376
Rockshelter Capital Management
Pennsylvania
$26.5M -$725K -11,580 -3%
CS
377
Candriam SCA
Luxembourg
$26.4M +$26.4M +421,231 New
SBH
378
Segall Bryant & Hamill
Illinois
$26.3M +$1.06M +16,906 +4%
AR
379
Advisory Research
Illinois
$26M -$2.42M -38,630 -9%
ONB
380
Old National Bancorp
Indiana
$26M -$80.4K -1,285 -0.3%
MC
381
Martin Currie
United Kingdom
$25.6M +$532K +8,500 +2%
CFB
382
Cullen/Frost Bankers
Texas
$25.5M -$4.67M -74,557 -15%
Arrowstreet Capital
383
Arrowstreet Capital
Massachusetts
$25.5M -$1.97M -31,436 -7%
Commonwealth Equity Services
384
Commonwealth Equity Services
Massachusetts
$25.4M +$1.08M +17,200 +4%
Janney Montgomery Scott
385
Janney Montgomery Scott
Pennsylvania
$25.3M +$534K +8,541 +2%
BCM
386
Bridgeway Capital Management
Texas
$25.2M +$444K +7,100 +2%
NAM
387
North American Management
Massachusetts
$25.1M +$102K +1,623 +0.4%
CTI
388
Community Trust & Investment
Kentucky
$25M +$10.8K +172 +0%
CIBC Asset Management
389
CIBC Asset Management
Ontario, Canada
$25M -$6.54M -104,551 -21%
DCLA
390
Douglas C. Lane & Associates
New York
$24.9M -$107K -1,705 -0.4%
PGFC
391
Peapack-Gladstone Financial Corp
New Jersey
$24.8M +$1.63M +26,092 +7%
ATN
392
AMF Tjänstepension
Sweden
$24.7M +$24.7M +394,455 New
PP
393
Palladium Partners
Virginia
$24.4M -$399K -6,382 -2%
WSFS
394
Wilmington Savings Fund Society
Delaware
$24.3M +$151K +2,416 +0.6%
SC
395
Scotia Capital
Ontario, Canada
$24.3M +$863K +13,812 +4%
PTC
396
Philadelphia Trust Company
Pennsylvania
$24.2M -$13.9M -221,381 -36%
FP
397
Foundry Partners
Minnesota
$24.2M +$24.2M +386,245 New
KA
398
KLCM Advisors
Wisconsin
$24.2M -$121K -1,932 -0.5%
MHC
399
Meyer Handelman Company
New York
$24M -$119K -1,900 -0.5%
RG
400
Rathbones Group
United Kingdom
$23.8M +$2.12M +33,903 +10%
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16
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