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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 %
BUB
401
BBVA USA Bancshares
Texas
$23M +$659K +10,934 +3%
GAI
402
General American Investors
New York
$22.9M -$1.2M -20,000 -5%
SC
403
Scotia Capital
Ontario, Canada
$22.6M +$213K +3,533 +1%
AC
404
Ascend Capital
California
$22.6M -$28.2M -467,514 -56%
PGFC
405
Peapack-Gladstone Financial Corp
New Jersey
$22.3M -$113K -1,877 -0.5%
PP
406
Prospector Partners
Connecticut
$22.3M -$892K -14,800 -4%
BAM
407
Barrett Asset Management
New York
$22.2M -$253K -4,200 -1%
SMDAM
408
Sumitomo Mitsui DS Asset Management
Japan
$22M -$1.73M -28,794 -7%
TH
409
TCTC Holdings
Texas
$21.7M +$7.41K +123 +0%
CC
410
Chubb Corp
New Jersey
$21.7M – – –
RCM
411
Riverhead Capital Management
Delaware
$21.4M -$23M -382,286 -52%
SPC
412
Stewart & Patten Company
California
$21.3M -$430K -7,134 -2%
OI
413
Oakbrook Investments
Illinois
$21.1M -$22M -365,840 -51%
ABC
414
Associated Banc-Corp
Wisconsin
$21.1M +$203K +3,367 +1%
RG
415
Rathbones Group
United Kingdom
$20.9M +$531K +8,814 +3%
BVDMP
416
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$20.9M – – –
ANI
417
American National Insurance
Texas
$20.8M – – –
FCBT
418
First Citizens Bank & Trust
North Carolina
$20.7M +$1.08M +17,976 +6%
WJA
419
Williams Jones & Associates
New York
$20.5M -$220K -3,655 -1%
PFM
420
Parsec Financial Management
North Carolina
$20.5M +$50.4K +836 +0.2%
DJSG
421
D.J. St. Germain
Massachusetts
$20.3M -$67.3K -1,118 -0.3%
SAM
422
Securian Asset Management
Minnesota
$20.2M -$288K -4,774 -1%
TCM
423
Tegean Capital Management
New York
$20.2M – – –
SCM
424
SKBA Capital Management
California
$20.2M -$976K -16,200 -5%
MSDF
425
Michael & Susan Dell Foundation
New York
$20.1M – – –
15 16
17
18 19