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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
1
AJO LP
Pennsylvania
$660M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$399M
3
Citadel Advisors
3
Citadel Advisors
Florida
$298M
4
BWA
4
Brave Warrior Advisors
New York
$219M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.8B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.84B
2
Franklin Resources
2
Franklin Resources
California
$2.57B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$344M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$10.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.34B -$15.4M -256,225 -1%
Goldman Sachs
27
Goldman Sachs
New York
$1.33B -$100M -1,660,352 -7%
Dodge & Cox
28
Dodge & Cox
California
$1.21B -$534K -8,869 -0%
Allianz Asset Management
29
Allianz Asset Management
Germany
$1.04B -$100M -1,666,216 -9%
BIM
30
BlackRock Investment Management
Delaware
$1.03B -$7.87M -130,621 -0.8%
Legal & General Group
31
Legal & General Group
United Kingdom
$993M -$59.5M -987,634 -6%
Deutsche Bank
32
Deutsche Bank
Germany
$967M -$38.1M -632,623 -4%
TCIM
33
TIAA CREF Investment Management
New York
$967M +$38.3M +636,079 +4%
AllianceBernstein
34
AllianceBernstein
Tennessee
$946M +$136M +2,257,285 +17%
UBS AM
35
UBS AM
Illinois
$944M +$15.3M +253,239 +2%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$937M -$8.9M -147,691 -0.9%
MAA
37
Managed Account Advisors
New Jersey
$912M +$25.8M +428,451 +3%
LSV Asset Management
38
LSV Asset Management
Illinois
$900M +$24.3M +404,050 +3%
Capital Research Global Investors
39
Capital Research Global Investors
California
$865M -$63.5M -1,054,260 -7%
CS
40
Credit Suisse
Switzerland
$862M +$51M +846,911 +6%
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$852M -$85.8M -1,423,592 -9%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$824M -$13.8M -228,356 -2%
Fisher Asset Management
43
Fisher Asset Management
Washington
$814M -$3.44M -57,169 -0.4%
U
44
UBS
Switzerland
$770M +$10.6M +175,880 +1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$741M +$38.7M +643,167 +6%
O
46
OppenheimerFunds
New York
$730M -$3.45M -57,331 -0.5%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$729M -$19.8M -328,030 -3%
TIM
48
Thornburg Investment Management
New Mexico
$722M +$17.1M +283,602 +2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$704M +$92.6M +1,536,360 +15%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$695M +$1.99M +33,057 +0.3%
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