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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
1
Norges Bank
Norway
$3.47B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.1B
3
DSA
3
Davis Selected Advisers
Arizona
$641M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$273M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.05B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.83M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
MCM
4
Moore Capital Management
New York
$1.46M
5
TCIM
5
TIAA CREF Investment Management
New York
$888M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$1.29B +$130M +2,254,993 +11%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.24B +$209M +3,631,654 +20%
LPU
28
Lansdowne Partners (UK)
United Kingdom
$1.18B +$1.18B +20,522,335 New
Dodge & Cox
29
Dodge & Cox
California
$1.15B +$152M +2,642,350 +15%
Allianz Asset Management
30
Allianz Asset Management
Germany
$1.09B -$76.9M -1,334,115 -7%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.01B -$13.2M -229,645 -1%
BIM
32
BlackRock Investment Management
Delaware
$993M +$22.4M +388,431 +2%
Deutsche Bank
33
Deutsche Bank
Germany
$962M -$38.5M -668,855 -4%
IIS
34
Ignis Investment Services
United Kingdom
$942M +$131M +227,366 +16%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$905M -$219M -3,800,431 -19%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$897M +$75.3M +1,306,771 +9%
UBS AM
37
UBS AM
Illinois
$888M -$30.4M -527,782 -3%
TCIM
38
TIAA CREF Investment Management
New York
$888M -$251M -4,364,130 -22%
Capital Research Global Investors
39
Capital Research Global Investors
California
$888M +$109M +1,889,285 +14%
MAA
40
Managed Account Advisors
New Jersey
$847M +$11.1M +192,117 +1%
LSV Asset Management
41
LSV Asset Management
Illinois
$838M -$4.71M -81,720 -0.6%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$801M -$84.7M -1,469,376 -10%
Fisher Asset Management
43
Fisher Asset Management
Washington
$782M +$44.1M +765,450 +6%
CS
44
Credit Suisse
Switzerland
$775M -$28M -485,095 -3%
AllianceBernstein
45
AllianceBernstein
Tennessee
$775M -$147M -2,543,506 -16%
PI
46
Putnam Investments
Massachusetts
$745M +$40M +694,798 +6%
U
47
UBS
Switzerland
$727M -$57.2M -992,151 -7%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$716M +$3.15M +54,600 +0.4%
O
49
OppenheimerFunds
New York
$702M -$153M -2,663,060 -18%
TIM
50
Thornburg Investment Management
New Mexico
$674M +$141M +2,441,252 +26%
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