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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 %
JAFL
426
Jay A. Fishman Ltd
Michigan
$20M -$150K -2,490 -0.7%
BSA
427
Braun Stacey Associates
New York
$19.9M -$357K -5,920 -2%
QF
428
QVT Financial
New York
$19.7M -$1.04M -17,189 -5%
MFBTD
429
MB Financial Bank - Trust Department
Illinois
$19.6M +$9.98M +169,281 +104%
ASA
430
Armstrong Shaw Associates
Connecticut
$19.5M -$568K -9,430 -3%
WAMC
431
Western Asset Management Company
California
$19.3M – – –
FFIC
432
First Fiduciary Investment Counsel
Ohio
$19.3M -$901K -14,955 -4%
CCM
433
Cadence Capital Management
Massachusetts
$19.2M +$1.71M +28,337 +10%
WB
434
WesBanco Bank
West Virginia
$19M -$688K -11,419 -3%
WPC
435
Waters Parkerson & Co
Louisiana
$19M +$151K +2,510 +0.8%
MWR
436
McAdams Wright Ragen
Washington
$19M -$27K -449 -0.1%
SCA
437
STALEY CAPITAL ADVISERS
Pennsylvania
$18.9M +$371K +6,155 +2%
BAM
438
Berkshire Asset Management
Pennsylvania
$18.8M -$283K -4,691 -1%
FNBOO
439
First National Bank of Omaha
Nebraska
$18.8M -$840K -13,939 -4%
Parallax Volatility Advisers
440
Parallax Volatility Advisers
California
$18.7M +$1.68M +27,952 +10%
AFG
441
American Financial Group
Ohio
$18.7M – – –
JAM
442
JCIC Asset Management
Ontario, Canada
$18.5M -$109K -1,805 -0.6%
HIMC
443
Heritage Investors Management Corp
Maryland
$18.2M +$56.5K +938 +0.3%
MPI
444
Mairs & Power Inc
Minnesota
$18.2M +$32.3K +536 +0.2%
AIM
445
Artemis Investment Management
United Kingdom
$18.2M +$18.2M +302,414 New
NIM
446
Nexus Investment Management
Ontario, Canada
$18.2M +$639K +10,600 +4%
DIA
447
Davidson Investment Advisors
Montana
$18M +$7.33M +128,337 +68%
FT
448
Fiduciary Trust
Massachusetts
$18M -$112K -1,858 -0.6%
DCM
449
Donaldson Capital Management
Indiana
$18M +$838K +13,911 +5%
DC
450
Deere & Company
Illinois
$17.9M -$472K -7,829 -3%
16 17
18
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