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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 %
PAM
526
Private Asset Management
California
$12.3M +$340K +5,903 +3%
HCMT
527
Highland Capital Management (Tennessee)
Tennessee
$12.2M -$71.3K -1,237 -0.6%
CHA
528
Cedar Hill Associates
Illinois
$12.2M +$151K +2,617 +1%
GLRA
529
Gerald L. Ray & Associates
Texas
$12.1M +$121K +2,104 +1%
BSPF
530
British Steel Pension Fund
United Kingdom
$12M – – –
CPSAC
531
Chas P. Smith & Associates (CPS)
Florida
$12M -$22.5M -390,884 -65%
CAM
532
Capstone Asset Management
Texas
$11.9M -$3.8M -66,022 -24%
JVBC
533
J.V. Bruni & Co
Colorado
$11.9M -$6.54M -113,440 -35%
PWP
534
Private Wealth Partners
California
$11.9M -$383K -6,650 -3%
CAM
535
Carret Asset Management
New York
$11.9M +$191K +3,317 +2%
NB
536
NBT Bank
New York
$11.9M -$925K -16,060 -7%
RJT
537
Raymond James Trust
Florida
$11.8M +$176K +3,059 +2%
NEI
538
Northwest & Ethical Investments
Ontario, Canada
$11.8M +$2.17M +37,700 +23%
SCM
539
Schneider Capital Management
Pennsylvania
$11.7M +$1.37M +23,765 +13%
WAM
540
Wolverine Asset Management
Illinois
$11.7M +$7.43M +128,945 +174%
BIC
541
Beach Investment Counsel
Pennsylvania
$11.7M -$20.8M -360,495 -64%
CIP
542
Convergence Investment Partners
Florida
$11.7M -$1.29M -22,309 -10%
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$11.7M -$299K -5,192 -3%
Jones Financial Companies
544
Jones Financial Companies
Missouri
$11.7M +$987K +17,136 +9%
HCMNY
545
Howard Capital Management (New York)
New York
$11.6M -$288K -5,001 -2%
DDPIC
546
Deroy & Devereaux Private Investment Counsel
Michigan
$11.6M +$85.4K +1,483 +0.7%
SLI
547
Sumitomo Life Insurance
Japan
$11.5M -$472K -8,188 -4%
BCAM
548
Boston Common Asset Management
Massachusetts
$11.3M -$427K -7,403 -4%
DADC
549
D.A. Davidson & Co
Montana
$11.3M +$861K +14,948 +8%
WTC
550
WhitTier Trust Company
Nevada
$11.3M +$443K +7,695 +4%
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