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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 %
MHC
401
Meyer Handelman Company
New York
$22.2M +$478K +8,300 +2%
ISL
402
Ingalls & Snyder LLC
New York
$22.2M +$3.86M +67,043 +21%
PP
403
Prospector Partners
Connecticut
$22.1M -$259K -4,500 -1%
NI
404
Numeric Investors
Massachusetts
$22.1M -$18.3M -318,000 -45%
NAM
405
North American Management
Massachusetts
$22.1M +$801K +13,905 +4%
BCM
406
Bridgeway Capital Management
Texas
$22.1M +$605K +10,500 +3%
WA
407
Wasatch Advisors
Utah
$21.7M -$993K -17,227 -4%
Fiera Capital (Canada)
408
Fiera Capital (Canada)
Quebec, Canada
$21.6M -$12.4M -214,900 -36%
BAM
409
Barrett Asset Management
New York
$21.5M -$426K -7,396 -2%
SC
410
Scotia Capital
Ontario, Canada
$21.4M -$148K -2,559 -0.7%
PGFC
411
Peapack-Gladstone Financial Corp
New Jersey
$21.4M -$20.9K -362 -0.1%
BUB
412
BBVA USA Bancshares
Texas
$21.4M +$233K +4,050 +1%
Commonwealth Equity Services
413
Commonwealth Equity Services
Massachusetts
$21.3M -$67.1K -1,164 -0.3%
First Trust Advisors
414
First Trust Advisors
Illinois
$21.2M -$1.59M -27,679 -7%
WSFS
415
Wilmington Savings Fund Society
Delaware
$21.2M +$2.62M +45,434 +14%
DCM
416
Discovery Capital Management
Connecticut
$20.8M +$20.8M +361,000 New
TH
417
TCTC Holdings
Texas
$20.8M -$130K -2,255 -0.6%
CC
418
Chubb Corp
New Jersey
$20.7M – – –
SPC
419
Stewart & Patten Company
California
$20.7M -$494K -8,578 -2%
AIMCA
420
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.4M -$1.98M -34,400 -9%
SCM
421
SKBA Capital Management
California
$20.2M -$2.74M -47,600 -12%
BVDMP
422
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$20M -$5.76M -100,000 -22%
ABC
423
Associated Banc-Corp
Wisconsin
$20M +$293K +5,081 +1%
ANI
424
American National Insurance
Texas
$19.9M – – –
WJA
425
Williams Jones & Associates
New York
$19.8M -$41.1M -714,157 -67%
15 16
17
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