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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 %
FAB
551
First American Bank
Illinois
$11.3M -$360K -6,243 -3%
CSC
552
Cove Street Capital
California
$11.2M -$24.2K -420 -0.2%
FMT
553
First Mercantile Trust
Tennessee
$11.2M +$124K +2,144 +1%
FBP
554
Flippin Bruce & Porter
Virginia
$11.2M -$691K -11,985 -6%
AAF
555
Andra AP-fonden
Sweden
$11.1M -$27.2M -471,900 -71%
TAM
556
Tocqueville Asset Management
New York
$11.1M -$884K -15,350 -7%
FG
557
FSI Group
Ohio
$11M -$1.12M -19,409 -9%
SSG
558
Summit Securities Group
New York
$10.9M +$10.9M +189,800 New
LM
559
Lincluden Management
Ontario, Canada
$10.9M +$400K +6,940 +4%
BGDI
560
BW Gestao de Investimentos
Brazil
$10.9M – – –
DIA
561
Davidson Investment Advisors
Montana
$10.8M +$1.74M +30,135 +19%
DBT
562
Dubuque Bank & Trust
Iowa
$10.7M +$3.3M +57,227 +45%
AF
563
Ally Financial
Michigan
$10.7M -$1.73M -30,000 -14%
Nomura Holdings
564
Nomura Holdings
Japan
$10.7M -$39M -681,763 -79%
Rafferty Asset Management
565
Rafferty Asset Management
New York
$10.6M +$8.06M +139,885 +312%
LMIM
566
Lockheed Martin Investment Management
Maryland
$10.6M -$4.03M -70,000 -28%
BCMU
567
BlueCrest Capital Management (UK)
Guernsey
$10.4M +$2.69M +46,703 +35%
ACH
568
ArrowMark Colorado Holdings
Colorado
$10.4M -$1.44M -25,000 -12%
NLI
569
Nippon Life Insurance
Japan
$10.4M -$366K -6,357 -3%
OA
570
OFI Advisors
Pennsylvania
$10.4M +$460K +7,983 +5%
CIC
571
Cornercap Investment Counsel
Georgia
$10.3M +$65.1K +1,130 +0.6%
APFBOT
572
Amica Pension Fund Board of Trustees
Rhode Island
$10.3M – – –
MCTIC
573
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$10.3M -$400K -6,945 -4%
Creative Planning
574
Creative Planning
Kansas
$10.3M +$1.51M +26,149 +17%
CII
575
Capital International Inc
California
$10.2M -$657K -11,400 -6%
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