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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 %
QF
426
QVT Financial
New York
$19.8M -$2.3M -40,000 -10%
SAM
427
Securian Asset Management
Minnesota
$19.6M -$99.2K -1,722 -0.5%
TMAM
428
Tokio Marine Asset Management
Japan
$19.5M -$2.05M -35,505 -9%
PFM
429
Parsec Financial Management
North Carolina
$19.5M +$401K +6,951 +2%
DJSG
430
D.J. St. Germain
Massachusetts
$19.5M -$257K -4,456 -1%
RG
431
Rathbones Group
United Kingdom
$19.5M +$299K +5,194 +2%
BSA
432
Braun Stacey Associates
New York
$19.4M -$1.47M -25,560 -7%
JAFL
433
Jay A. Fishman Ltd
Michigan
$19.3M -$565K -9,806 -3%
TCM
434
Tegean Capital Management
New York
$19.3M – – –
FFIC
435
First Fiduciary Investment Counsel
Ohio
$19.3M +$4.58M +79,526 +31%
MSDF
436
Michael & Susan Dell Foundation
New York
$19.2M +$3.84M +66,674 +25%
ASA
437
Armstrong Shaw Associates
Connecticut
$19.2M -$10.6M -183,219 -35%
WB
438
WesBanco Bank
West Virginia
$18.9M +$74.7K +1,297 +0.4%
FNBOO
439
First National Bank of Omaha
Nebraska
$18.8M -$29.8K -518 -0.2%
FCBT
440
First Citizens Bank & Trust
North Carolina
$18.7M +$1.34M +23,285 +8%
KB
441
Kimelman & Baird
New York
$18.7M -$1.27M -22,075 -6%
WAMC
442
Western Asset Management Company
California
$18.4M +$18.4M +320,000 New
BF
443
BOK Financial
Oklahoma
$18.4M -$4.74M -82,250 -20%
BAM
444
Berkshire Asset Management
Pennsylvania
$18.3M -$468K -8,118 -2%
MWR
445
McAdams Wright Ragen
Washington
$18.2M +$13.1M +226,651 +253%
ICM
446
ICC Capital Management
Florida
$18.1M -$3.88M -67,350 -18%
TAM
447
Taylor Asset Management
Ontario, Canada
$18.1M -$25.4M -440,400 -58%
WPC
448
Waters Parkerson & Co
Louisiana
$18.1M +$779K +13,512 +5%
AFG
449
American Financial Group
Ohio
$17.9M +$2.88M +50,000 +19%
JAM
450
JCIC Asset Management
Ontario, Canada
$17.8M -$3.88M -67,330 -18%
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