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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
AJO LP
Pennsylvania
+$564M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$399M
3
Citadel Advisors
Citadel Advisors
Florida
+$243M
4
BWA
Brave Warrior Advisors
New York
+$219M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$206M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.79B
2
Franklin Resources
Franklin Resources
California
-$378M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$361M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$317M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
476
Amica Mutual Insurance
Rhode Island
$15.6M – – –
CIS
477
Capital International Sarl
California
$15.6M -$169K -2,800 -1%
KCM
478
Kornitzer Capital Management
Kansas
$15.6M -$639K -10,610 -4%
MI
479
Markston International
New York
$15.3M -$31.1K -516 -0.2%
FBNAT
480
FirstMerit Bank N.A. Trustee
Ohio
$15.3M +$208K +3,446 +1%
PIM
481
Perkins Investment Management
Illinois
$15.2M -$464K -7,710 -3%
MWAC
482
Mariner Wealth Advisors (Cincinnati)
Ohio
$15.1M -$1.13M -18,802 -7%
BCM
483
Brookmont Capital Management
Texas
$15.1M +$113K +1,876 +0.8%
MP
484
MSD Partners
New York
$15.1M – – –
GIM
485
Gyrus Investment Management
Ontario, Canada
$14.8M +$634K +10,530 +4%
GL
486
GLG LLC
New York
$14.8M -$12.2M -202,368 -45%
PFC
487
Phocas Financial Corp
California
$14.6M +$1.68M +27,827 +13%
CG
488
Colony Group
Massachusetts
$14.6M -$292K -4,839 -2%
Toronto Dominion Bank
489
Toronto Dominion Bank
Ontario, Canada
$14.5M -$85.9K -1,424 -0.6%
QAM
490
QCI Asset Management
New York
$14.5M +$260K +4,322 +2%
SRC
491
Shufro Rose & Co
New York
$14.5M -$62.9K -1,045 -0.4%
EWA
492
EP Wealth Advisors
California
$14.4M +$734K +12,187 +5%
LCP
493
Lombardia Capital Partners
California
$14.3M +$1.33M +22,031 +10%
TSW
494
Thompson Siegel & Walmsley
Virginia
$14.2M +$475K +7,878 +3%
SIM
495
Sentry Investment Management
Wisconsin
$14.2M -$956K -15,867 -6%
ELC
496
Edgar Lomax Company
Virginia
$14.1M +$352K +5,850 +3%
NEAM
497
New England Asset Management
Connecticut
$14.1M -$777K -12,900 -5%
ABTD
498
Arvest Bank Trust Division
Oklahoma
$13.9M +$13.9M +231,137 New
FTIOP
499
Fiduciary Trust International of Pennsylvania
Pennsylvania
$13.9M +$394K +6,542 +3%
SIP
500
Stoneridge Investment Partners
Pennsylvania
$13.9M +$68.7K +1,140 +0.5%
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