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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 %
CSIC
451
Clifford Swan Investment Counsel
California
$17.8M -$117K -1,945 -0.7%
BF
452
BOK Financial
Oklahoma
$17.8M -$1.49M -24,778 -8%
SF
453
Synovus Financial
Georgia
$17.7M +$450K +7,469 +3%
WA
454
Wasatch Advisors
Utah
$17.7M -$5.05M -83,895 -22%
KRS
455
Kentucky Retirement Systems
Kentucky
$17.6M +$17.6M +292,615 New
OPCM
456
Osborne Partners Capital Management
California
$17.6M +$70.5K +1,170 +0.4%
BPC
457
Banque Pictet & Cie
Switzerland
$17.5M -$441K -7,318 -2%
OHA
458
Oak Hill Advisors
New York
$17.5M – – –
LSERS
459
Louisiana State Employees Retirement System
Louisiana
$17.4M -$500K -8,300 -3%
MCM
460
MAI Capital Management
Ohio
$17.3M -$135K -2,236 -0.8%
B
461
Barings
North Carolina
$17.2M +$3.1M +51,500 +22%
FWCM
462
Ferguson Wellman Capital Management
Oregon
$17.2M -$17.5M -289,795 -50%
RIL
463
Rothschild Investment LLC
Illinois
$17M +$173K +2,872 +1%
TU
464
TDAM USA
Ontario, Canada
$17M -$1.43M -23,741 -8%
GC
465
Guardian Capital
Ontario, Canada
$16.9M +$2.35M +38,986 +16%
LIA
466
LS Investment Advisors
Michigan
$16.9M +$2.77M +45,958 +20%
KB
467
Kimelman & Baird
New York
$16.7M -$2.88M -47,849 -15%
FBA
468
Front Barnett Associates
Illinois
$16.1M -$222K -3,678 -1%
WIC
469
Willis Investment Counsel
Georgia
$16.1M -$181K -3,000 -1%
KBC Group
470
KBC Group
Belgium
$16M -$95M -1,577,063 -86%
NSIM
471
North Star Investment Management
Illinois
$16M +$361 +6 +0%
ZIC
472
ZWJ Investment Counsel
Georgia
$15.9M +$311K +5,159 +2%
BHIA
473
Birch Hill Investment Advisors
Massachusetts
$15.8M +$154K +2,558 +1%
FMW
474
Farr Miller & Washington
District of Columbia
$15.7M +$311K +5,163 +2%
GKIM
475
GW&K Investment Management
Massachusetts
$15.7M +$330K +5,483 +2%
17 18
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