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JPMorgan Chase
JPM

Overview Fund Activity

1,722 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 716 increasing their positions, 721 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
-7
Holders Change %
-0.4%
% of All Funds
49.77%
Holding in Top 10
430
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+6.7%
% of All Funds
12.43%
New
100
Increased
716
Reduced
721
Closed
87
Calls
$2.51B
Puts
$1.94B
Net Calls
+$572M
Net Calls Change
+$1.08B

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$6.01B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.92B
3
Ameriprise
3
Ameriprise
Minnesota
$2.73B
4
Dodge & Cox
4
Dodge & Cox
California
$1.06B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.4B

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Citigroup
2
Citigroup
New York
$227M
3
Invesco
3
Invesco
Georgia
$2.28B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.42B
5
DCM
5
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.27B +$187M +3,078,170 +17%
Allianz Asset Management
27
Allianz Asset Management
Germany
$1.23B -$34M -560,684 -3%
Boston Partners
28
Boston Partners
Massachusetts
$1.22B +$62.6M +1,031,136 +5%
TCIM
29
TIAA CREF Investment Management
New York
$1.2B +$48.6M +800,276 +4%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$1.18B +$89M +1,466,547 +8%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.07B -$28.2M -464,527 -3%
Dodge & Cox
32
Dodge & Cox
California
$1.06B +$329M +5,420,714 +45%
Deutsche Bank
33
Deutsche Bank
Germany
$1.05B -$77.1M -1,270,381 -7%
BIM
34
BlackRock Investment Management
Delaware
$1.02B +$7.47M +123,076 +0.7%
AllianceBernstein
35
AllianceBernstein
Tennessee
$971M +$49M +807,285 +5%
UBS AM
36
UBS AM
Illinois
$968M -$7.35M -121,096 -0.8%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$933M +$85.4M +1,406,152 +10%
O
38
OppenheimerFunds
New York
$901M -$188M -3,096,410 -17%
LSV Asset Management
39
LSV Asset Management
Illinois
$888M -$39.3M -647,079 -4%
MAA
40
Managed Account Advisors
New Jersey
$881M +$11.1M +182,367 +1%
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$866M +$81.5M +1,342,863 +10%
IIS
42
Ignis Investment Services
United Kingdom
$847M +$270K +450 +0%
CS
43
Credit Suisse
Switzerland
$846M -$106M -1,742,863 -11%
U
44
UBS
Switzerland
$826M +$141M +2,316,154 +21%
Capital Research Global Investors
45
Capital Research Global Investors
California
$821M -$262M -4,318,500 -24%
Fisher Asset Management
46
Fisher Asset Management
Washington
$778M -$14.2M -234,332 -2%
PI
47
Putnam Investments
Massachusetts
$743M +$111M +1,827,540 +18%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$728M -$17.6M -299,895 -2%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$720M -$22.9M -377,512 -3%
EVM
50
Eaton Vance Management
Massachusetts
$712M -$57M -938,295 -7%
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