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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 %
DCM
426
Discovery Capital Management
Connecticut
$21.4M +$21.4M +341,600 New
SMDAM
427
Sumitomo Mitsui DS Asset Management
Japan
$21.4M -$1.53M -24,415 -7%
FCBT
428
First Citizens Bank & Trust
North Carolina
$21.2M -$247K -3,945 -1%
SAM
429
Securian Asset Management
Minnesota
$21.2M +$210K +3,359 +1%
DJSG
430
D.J. St. Germain
Massachusetts
$21.1M -$37.5K -600 -0.2%
KWILP
431
Kiwi Wealth Investments Limited Partnership
New Zealand
$21M -$4.74M -75,702 -18%
MSDF
432
Michael & Susan Dell Foundation
New York
$20.9M – – –
SCM
433
SKBA Capital Management
California
$20.7M -$300K -4,800 -1%
FFIC
434
First Fiduciary Investment Counsel
Ohio
$20.6M +$538K +8,595 +3%
FAM
435
Fred Alger Management
New York
$20.5M -$52.9M -846,008 -72%
OI
436
Oakbrook Investments
Illinois
$20.5M -$1.48M -23,600 -7%
WPC
437
Waters Parkerson & Co
Louisiana
$20.2M +$391K +6,247 +2%
JAFL
438
Jay A. Fishman Ltd
Michigan
$20.1M -$740K -11,825 -4%
Toronto Dominion Bank
439
Toronto Dominion Bank
Ontario, Canada
$20.1M +$5.07M +81,067 +34%
GKIM
440
GW&K Investment Management
Massachusetts
$20M +$3.75M +59,914 +23%
WAMC
441
Western Asset Management Company
California
$20M – – –
Bank of Nova Scotia
442
Bank of Nova Scotia
Ontario, Canada
$19.9M -$22.8M -362,107 -53%
BAM
443
Berkshire Asset Management
Pennsylvania
$19.8M +$291K +4,646 +1%
Nomura Holdings
444
Nomura Holdings
Japan
$19.7M +$13.8M +222,196 +235%
ASA
445
Armstrong Shaw Associates
Connecticut
$19.6M -$648K -10,352 -3%
WB
446
WesBanco Bank
West Virginia
$19.6M -$222K -3,555 -1%
FNBOO
447
First National Bank of Omaha
Nebraska
$19.5M -$52.4K -837 -0.3%
AFG
448
American Financial Group
Ohio
$19.4M – – –
JAM
449
JCIC Asset Management
Ontario, Canada
$19.4M +$161K +2,570 +0.8%
BSA
450
Braun Stacey Associates
New York
$19.4M -$1.34M -21,361 -6%
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