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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
$12.7B
3
State Street
State Street
Massachusetts
$10.9B
4
ECU
Egerton Capital (UK)
United Kingdom
$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$277M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$447M
2
SC
Sculptor Capital
New York
$10.4M
3
Franklin Resources
Franklin Resources
California
$2.39B
4
Bank of America
Bank of America
North Carolina
$2.05B
5
Citadel Advisors
Citadel Advisors
Florida
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.46B +$67.6M +1,080,138 +5%
Goldman Sachs
27
Goldman Sachs
New York
$1.41B +$24.1M +385,711 +2%
LPU
28
Lansdowne Partners (UK)
United Kingdom
$1.19B -$232M -3,702,854 -16%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$1.09B +$239M +3,819,800 +28%
MAA
30
Managed Account Advisors
New Jersey
$1.09B +$146M +2,328,715 +15%
BIM
31
BlackRock Investment Management
Delaware
$1.08B +$6.41M +102,497 +0.6%
Allianz Asset Management
32
Allianz Asset Management
Germany
$1.05B -$25.1M -401,442 -2%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$1.02B +$45.7M +729,539 +5%
Deutsche Bank
34
Deutsche Bank
Germany
$1.02B +$10.5M +167,142 +1%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.01B -$21.5M -343,823 -2%
TCIM
36
TIAA CREF Investment Management
New York
$1.01B +$5.46M +87,306 +0.5%
CS
37
Credit Suisse
Switzerland
$987M +$91.7M +1,464,974 +10%
UBS AM
38
UBS AM
Illinois
$968M -$12.7M -202,928 -1%
UBS Group
39
UBS Group
Switzerland
$961M +$961M +15,354,622 New
AllianceBernstein
40
AllianceBernstein
Tennessee
$945M -$37.2M -593,927 -4%
LSV Asset Management
41
LSV Asset Management
Illinois
$930M -$5.69M -90,985 -0.6%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$893M +$7.87M +125,771 +0.9%
Fisher Asset Management
43
Fisher Asset Management
Washington
$846M +$27.6K +441 +0%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$768M -$1.42M -22,655 -0.2%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$744M +$12.3M +197,136 +2%
TIM
46
Thornburg Investment Management
New Mexico
$741M -$9.48M -151,538 -1%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$716M +$108M +1,722,464 +18%
Charles Schwab
48
Charles Schwab
California
$697M +$80.7M +1,289,800 +13%
DSA
49
Davis Selected Advisers
Arizona
$694M +$646K +10,315 +0.1%
Prudential Financial
50
Prudential Financial
New Jersey
$685M +$26M +415,850 +4%
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