JPM icon

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 %
ESBC
501
E.S. Barr & Co
Kentucky
$13.8M -$999K -16,588 -7%
CONA
502
Capital One National Association
New York
$13.8M -$633K -10,516 -4%
FDCC
503
Foster Dykema Cabot & Co
Massachusetts
$13.8M -$95.8K -1,590 -0.7%
TMAM
504
Tokio Marine Asset Management
Japan
$13.7M -$6.75M -111,998 -33%
GLA
505
Great Lakes Advisors
Illinois
$13.7M -$35.3K -587 -0.3%
SCM
506
Sterling Capital Management
North Carolina
$13.6M +$11.7M +194,508 +613%
ZA
507
Zweig Advisers
Connecticut
$13.6M – – –
LAM
508
Lingohr Asset Management
Germany
$13.6M +$5.12M +84,977 +61%
JWM
509
Jacobus Wealth Management
Wisconsin
$13.5M +$30.1K +500 +0.2%
FIB
510
First Interstate Bank
Montana
$13.5M -$71.3K -1,184 -0.5%
AIM
511
Avity Investment Management
Connecticut
$13.5M +$497K +8,255 +4%
ZAM
512
Zenit Asset Management
Sweden
$13.5M +$3.33M +55,000 +33%
CPSAC
513
Chas P. Smith & Associates (CPS)
Florida
$13.5M +$925K +15,351 +7%
CIP
514
Convergence Investment Partners
Florida
$13.4M +$1.16M +19,298 +10%
WM
515
WCG Management
New York
$13.3M +$13.3M +221,000 New
Creative Planning
516
Creative Planning
Kansas
$13.3M +$2.59M +42,941 +24%
LBC
517
Lowe Brockenbrough & Co
Virginia
$13.2M +$43.7K +726 +0.3%
RMA
518
Roffman Miller Associates
Pennsylvania
$13.2M +$205K +3,404 +2%
FAM
519
Fiduciary Asset Management
Missouri
$13M +$2.35M +38,966 +22%
PAM
520
Private Asset Management
California
$13M +$132K +2,195 +1%
LI
521
LMCG Investments
Massachusetts
$12.8M -$185K -3,064 -1%
MIM
522
Marco Investment Management
Georgia
$12.8M -$398K -6,600 -3%
DADC
523
D.A. Davidson & Co
Montana
$12.7M +$931K +15,471 +8%
PCM
524
Pentwater Capital Management
Florida
$12.7M -$2.77M -45,974 -18%
TCM
525
Tufton Capital Management
Maryland
$12.7M -$147K -2,445 -1%
19 20
21
22 23