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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 %
AAMU
401
Amundi Asset Management US
Massachusetts
$23.7M -$1.28M -20,389 -5%
First Trust Advisors
402
First Trust Advisors
Illinois
$23.5M -$5.95M -95,118 -20%
GAI
403
General American Investors
New York
$23.2M -$626K -10,000 -3%
JIR
404
James Investment Research
Ohio
$23.1M -$1.57M -25,050 -6%
BAM
405
Barrett Asset Management
New York
$23M -$64.1K -1,025 -0.3%
CIM
406
Calvert Investment Management
Maryland
$22.9M +$11.7M +187,121 +104%
SBCM
407
Schwerin Boyle Capital Management
Massachusetts
$22.7M -$1.6M -25,550 -7%
V
408
Veritable
Delaware
$22.5M -$1.95M -31,091 -8%
UB
409
UMB Bank
Missouri
$22.5M +$375K +5,986 +2%
CC
410
Chubb Corp
New Jersey
$22.5M – – –
TH
411
TCTC Holdings
Texas
$22.5M -$41.9K -670 -0.2%
MC
412
Muhlenkamp & Co
Pennsylvania
$22.5M -$6.29M -100,510 -22%
Connor, Clark & Lunn Investment Management (CC&L)
413
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22.3M -$2.7M -43,200 -11%
BUB
414
BBVA USA Bancshares
Texas
$22.3M -$1.67M -26,612 -7%
ABC
415
Associated Banc-Corp
Wisconsin
$22.2M +$328K +5,249 +1%
TCM
416
Tegean Capital Management
New York
$21.9M +$939K +15,000 +4%
SPC
417
Stewart & Patten Company
California
$21.8M -$229K -3,664 -1%
DAM
418
Davis Asset Management
California
$21.8M -$16.9M -269,710 -44%
PFM
419
Parsec Financial Management
North Carolina
$21.8M +$493K +7,874 +2%
AA
420
ALPS Advisors
Colorado
$21.8M +$21.8M +347,681 New
WJA
421
Williams Jones & Associates
New York
$21.7M +$426K +6,806 +2%
BVDMP
422
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$21.7M – – –
PP
423
Prospector Partners
Connecticut
$21.7M -$1.44M -23,073 -6%
ANI
424
American National Insurance
Texas
$21.6M – – –
SCA
425
STALEY CAPITAL ADVISERS
Pennsylvania
$21.4M +$1.76M +28,190 +9%
15 16
17
18 19