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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
451
Donaldson Capital Management
Indiana
$19.3M +$615K +9,823 +3%
MPI
452
Mairs & Power Inc
Minnesota
$19M +$24.1K +385 +0.1%
HIMC
453
Heritage Investors Management Corp
Maryland
$18.9M -$70.8K -1,131 -0.4%
NIM
454
Nexus Investment Management
Ontario, Canada
$18.8M -$113K -1,800 -0.6%
FT
455
Fiduciary Trust
Massachusetts
$18.7M +$13.6K +217 +0.1%
CSIC
456
Clifford Swan Investment Counsel
California
$18.5M -$20.8K -332 -0.1%
KB
457
Kimelman & Baird
New York
$18.5M +$1.17M +18,650 +7%
MCM
458
MAI Capital Management
Ohio
$18.4M +$433K +6,918 +2%
SF
459
Synovus Financial
Georgia
$18.4M -$22K -351 -0.1%
OPCM
460
Osborne Partners Capital Management
California
$18.3M +$84.4K +1,348 +0.5%
FWCM
461
Ferguson Wellman Capital Management
Oregon
$18.2M +$309K +4,943 +2%
ELC
462
Edgar Lomax Company
Virginia
$18.2M +$3.52M +56,310 +24%
OHA
463
Oak Hill Advisors
New York
$18.1M – – –
Two Sigma Advisers
464
Two Sigma Advisers
New York
$17.9M +$17.9M +286,637 New
LIA
465
LS Investment Advisors
Michigan
$17.9M +$326K +5,209 +2%
RIL
466
Rothschild Investment LLC
Illinois
$17.6M -$27.2K -434 -0.2%
OCAM
467
Onex Canada Asset Management
Ontario, Canada
$17.6M +$7.52M +120,243 +75%
LSERS
468
Louisiana State Employees Retirement System
Louisiana
$17.6M -$463K -7,400 -3%
GT
469
Glenview Trust
Kentucky
$17.5M +$17.5M +279,626 New
Artisan Partners
470
Artisan Partners
Wisconsin
$17.5M +$8.44M +134,941 +94%
KRS
471
Kentucky Retirement Systems
Kentucky
$17.4M -$922K -14,733 -5%
DC
472
Deere & Company
Illinois
$17.2M -$1.39M -22,246 -8%
TU
473
TDAM USA
Ontario, Canada
$17M -$592K -9,453 -3%
B
474
Barings
North Carolina
$17M -$926K -14,800 -5%
FMW
475
Farr Miller & Washington
District of Columbia
$16.9M +$638K +10,194 +4%
17 18
19
20 21