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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 %
Jones Financial Companies
526
Jones Financial Companies
Missouri
$12.6M +$378K +6,280 +3%
GLRA
527
Gerald L. Ray & Associates
Texas
$12.5M -$103K -1,712 -0.8%
CAM
528
Capstone Asset Management
Texas
$12.5M +$70.5K +1,170 +0.6%
CHA
529
Cedar Hill Associates
Illinois
$12.5M -$239K -3,964 -2%
CAM
530
Carret Asset Management
New York
$12.5M +$53.6K +889 +0.4%
RJT
531
Raymond James Trust
Florida
$12.4M +$36.5K +606 +0.3%
SLI
532
Sumitomo Life Insurance
Japan
$12.3M +$193K +3,200 +2%
HCMNY
533
Howard Capital Management (New York)
New York
$12.2M +$72.5K +1,203 +0.6%
PWP
534
Private Wealth Partners
California
$12.2M -$263K -4,360 -2%
BCAM
535
Boston Common Asset Management
Massachusetts
$12.1M +$316K +5,249 +3%
SCM
536
Schneider Capital Management
Pennsylvania
$12.1M -$172K -2,850 -1%
DDPIC
537
Deroy & Devereaux Private Investment Counsel
Michigan
$12M -$66.9K -1,111 -0.6%
PDN
538
Pensionfund DSM Netherlands
Netherlands
$12M +$3.98M +66,000 +50%
FAB
539
First American Bank
Illinois
$11.9M +$101K +1,673 +0.9%
WTC
540
WhitTier Trust Company
Nevada
$11.8M +$63.4K +1,052 +0.5%
NB
541
NBT Bank
New York
$11.8M -$593K -9,841 -5%
BSPF
542
British Steel Pension Fund
United Kingdom
$11.8M -$775K -12,862 -6%
CSC
543
Cove Street Capital
California
$11.7M -$34.3K -570 -0.3%
FBP
544
Flippin Bruce & Porter
Virginia
$11.7M +$18.9K +313 +0.2%
SC
545
Skylands Capital
Wisconsin
$11.6M -$1.77M -29,350 -13%
PA
546
Profund Advisors
Maryland
$11.4M +$1.16M +19,220 +11%
PCM
547
Palisade Capital Management
New Jersey
$11.4M +$1.48M +24,631 +15%
FG
548
FSI Group
Ohio
$11.4M -$68.8K -1,142 -0.6%
LM
549
Lincluden Management
Ontario, Canada
$11.4M -$32.2K -535 -0.3%
BGDI
550
BW Gestao de Investimentos
Brazil
$11.4M -$15.1K -250 -0.1%
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