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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 %
FDCC
501
Foster Dykema Cabot & Co
Massachusetts
$13.3M -$287K -4,975 -2%
MLM
502
Mount Lucas Management
Pennsylvania
$13.2M -$1.84M -31,942 -12%
SIP
503
Stoneridge Investment Partners
Pennsylvania
$13.2M -$306K -5,303 -2%
ELC
504
Edgar Lomax Company
Virginia
$13.2M +$25.9K +450 +0.2%
TSW
505
Thompson Siegel & Walmsley
Virginia
$13.2M -$509K -8,840 -4%
GLA
506
Great Lakes Advisors
Illinois
$13.1M +$1.6M +27,751 +14%
BCM
507
Bluefin Capital Management
New York
$13.1M +$11M +190,232 +518%
EWA
508
EP Wealth Advisors
California
$13.1M +$788K +13,669 +6%
ZA
509
Zweig Advisers
Connecticut
$13M +$57.6K +1,000 +0.4%
EGM
510
Espalier Global Management
New York
$13M -$1.44M -25,000 -10%
FIB
511
First Interstate Bank
Montana
$13M -$365K -6,336 -3%
FTIOP
512
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.9M -$1.48M -25,670 -10%
PL
513
Perpetual Ltd
Australia
$12.9M -$370K -6,420 -3%
JWM
514
Jacobus Wealth Management
Wisconsin
$12.9M +$80.7K +1,400 +0.6%
SC
515
Skylands Capital
Wisconsin
$12.7M -$8.64K -150 -0.1%
MAM
516
Martingale Asset Management
Massachusetts
$12.6M +$3.55M +61,611 +39%
MIM
517
Marco Investment Management
Georgia
$12.6M +$2.96M +51,391 +31%
LBC
518
Lowe Brockenbrough & Co
Virginia
$12.6M -$70.6K -1,225 -0.6%
CIA
519
Choate Investment Advisors
Massachusetts
$12.5M +$4.43M +76,934 +55%
LCP
520
Lombardia Capital Partners
California
$12.5M +$257K +4,465 +2%
LI
521
LMCG Investments
Massachusetts
$12.4M -$47.1K -817 -0.4%
AIM
522
Avity Investment Management
Connecticut
$12.4M -$210K -3,640 -2%
RMA
523
Roffman Miller Associates
Pennsylvania
$12.4M +$324K +5,619 +3%
PFC
524
Phocas Financial Corp
California
$12.4M -$465K -8,063 -4%
TCM
525
Tufton Capital Management
Maryland
$12.3M +$315K +5,475 +3%
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