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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 %
SCA
451
STALEY CAPITAL ADVISERS
Pennsylvania
$17.7M +$2.39M +41,454 +16%
TU
452
TDAM USA
Ontario, Canada
$17.6M -$877K -15,216 -5%
DC
453
Deere & Company
Illinois
$17.5M +$313K +5,425 +2%
MPI
454
Mairs & Power Inc
Minnesota
$17.4M +$2M +34,705 +13%
HIMC
455
Heritage Investors Management Corp
Maryland
$17.4M +$436K +7,560 +3%
FT
456
Fiduciary Trust
Massachusetts
$17.3M -$573K -9,937 -3%
CSIC
457
Clifford Swan Investment Counsel
California
$17.2M -$243K -4,209 -1%
BPC
458
Banque Pictet & Cie
Switzerland
$17.2M +$828K +14,368 +5%
LSERS
459
Louisiana State Employees Retirement System
Louisiana
$17.1M -$184K -3,200 -1%
NIM
460
Nexus Investment Management
Ontario, Canada
$16.8M +$1.4M +24,375 +9%
CCM
461
Cadence Capital Management
Massachusetts
$16.7M -$1.52M -26,452 -8%
OPCM
462
Osborne Partners Capital Management
California
$16.7M -$93.2K -1,617 -0.6%
OHA
463
Oak Hill Advisors
New York
$16.7M +$16.7M +290,000 New
MCM
464
MAI Capital Management
Ohio
$16.7M -$415K -7,201 -2%
SF
465
Synovus Financial
Georgia
$16.6M +$1.05M +18,132 +7%
DCM
466
Donaldson Capital Management
Indiana
$16.4M +$768K +13,321 +5%
Parallax Volatility Advisers
467
Parallax Volatility Advisers
California
$16.3M +$16.3M +283,139 New
RIL
468
Rothschild Investment LLC
Illinois
$16.1M -$92.2K -1,600 -0.6%
FBA
469
Front Barnett Associates
Illinois
$15.6M -$258K -4,478 -2%
MWAC
470
Mariner Wealth Advisors (Cincinnati)
Ohio
$15.6M +$673K +11,687 +5%
WIC
471
Willis Investment Counsel
Georgia
$15.6M +$3.67M +63,700 +31%
KCM
472
Kornitzer Capital Management
Kansas
$15.5M -$99.4K -1,725 -0.6%
NSIM
473
North Star Investment Management
Illinois
$15.3M -$8.53K -148 -0.1%
CIS
474
Capital International Sarl
California
$15.1M -$519K -9,000 -3%
V
475
Veritable
Delaware
$15.1M -$6.08M -105,494 -29%
17 18
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