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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
Norges Bank
Norway
+$1.8B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$580M
3
DSA
Davis Selected Advisers
Arizona
+$280M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$242M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$544M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$412M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$340M
4
MCM
Moore Capital Management
New York
-$275M
5
TCIM
TIAA CREF Investment Management
New York
-$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
476
Perkins Investment Management
Illinois
$15M +$636K +11,033 +4%
BHIA
477
Birch Hill Investment Advisors
Massachusetts
$15M +$513K +8,904 +4%
AMI
478
Amica Mutual Insurance
Rhode Island
$14.9M – – –
ZIC
479
ZWJ Investment Counsel
Georgia
$14.9M +$576K +9,995 +4%
PCM
480
Pentwater Capital Management
Florida
$14.8M -$421K -7,300 -3%
FMW
481
Farr Miller & Washington
District of Columbia
$14.7M +$129K +2,231 +0.9%
MI
482
Markston International
New York
$14.7M -$254K -4,405 -2%
GKIM
483
GW&K Investment Management
Massachusetts
$14.7M -$206K -3,576 -1%
SIM
484
Sentry Investment Management
Wisconsin
$14.5M +$353K +6,120 +3%
FBNAT
485
FirstMerit Bank N.A. Trustee
Ohio
$14.4M +$157K +2,721 +1%
MP
486
MSD Partners
New York
$14.4M – – –
BCM
487
Brookmont Capital Management
Texas
$14.3M +$1.99M +34,528 +16%
CG
488
Colony Group
Massachusetts
$14.2M -$55.7K -966 -0.4%
NEAM
489
New England Asset Management
Connecticut
$14.2M +$513K +8,900 +4%
ESBC
490
E.S. Barr & Co
Kentucky
$14.2M -$1.05M -18,257 -7%
GC
491
Guardian Capital
Ontario, Canada
$13.9M -$366K -6,346 -3%
SRC
492
Shufro Rose & Co
New York
$13.9M -$253K -4,393 -2%
Toronto Dominion Bank
493
Toronto Dominion Bank
Ontario, Canada
$13.9M -$336K -5,833 -2%
CONA
494
Capital One National Association
New York
$13.8M +$234K +4,053 +2%
JCP
495
Jabre Capital Partners
Switzerland
$13.8M +$3.14M +54,500 +29%
QAM
496
QCI Asset Management
New York
$13.6M -$113K -1,954 -0.8%
GIM
497
Gyrus Investment Management
Ontario, Canada
$13.5M -$112K -1,950 -0.8%
B
498
Barings
North Carolina
$13.5M -$5.39M -93,600 -29%
LIA
499
LS Investment Advisors
Michigan
$13.5M -$610K -10,584 -4%
AIU
500
Algebris Investments (UK)
United Kingdom
$13.4M +$2.85M +49,400 +27%
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