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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 %
Northwestern Mutual Wealth Management
551
Northwestern Mutual Wealth Management
Wisconsin
$11.3M -$877K -14,555 -7%
FMT
552
First Mercantile Trust
Tennessee
$11.2M -$461K -7,656 -4%
RBA
553
Richard Bernstein Advisors
New York
$11.2M +$4.75M +78,930 +74%
AF
554
Ally Financial
Michigan
$11.1M – – –
BWP
555
Baldwin Wealth Partners
Massachusetts
$11.1M +$470K +7,804 +4%
FCI
556
Financial Counselors Inc
Kansas
$10.9M +$586K +9,732 +6%
ACH
557
ArrowMark Colorado Holdings
Colorado
$10.9M – – –
DBT
558
Dubuque Bank & Trust
Iowa
$10.9M -$301K -4,993 -3%
MCTIC
559
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$10.8M +$69K +1,145 +0.6%
CIM
560
Calvert Investment Management
Maryland
$10.8M +$7.19M +119,336 +199%
CIC
561
Cornercap Investment Counsel
Georgia
$10.8M -$6.51K -108 -0.1%
APFBOT
562
Amica Pension Fund Board of Trustees
Rhode Island
$10.8M – – –
Ninety One (UK)
563
Ninety One (UK)
United Kingdom
$10.8M -$317M -5,254,101 -97%
RJFSA
564
Raymond James Financial Services Advisors
Florida
$10.6M +$235K +3,898 +2%
Mirae Asset Global Investments
565
Mirae Asset Global Investments
South Korea
$10.6M +$29.2K +485 +0.3%
CS
566
Central Securities
New York
$10.5M – – –
LMGAM
567
Liberty Mutual Group Asset Management
Massachusetts
$10.5M -$46.5K -772 -0.4%
MSU
568
Mizuho Securities USA
New York
$10.5M +$10.5M +173,993 New
BFS
569
Baskin Financial Services
Ontario, Canada
$10.5M +$60.5K +1,005 +0.6%
NLI
570
Nippon Life Insurance
Japan
$10.4M -$431K -7,150 -4%
OA
571
OFI Advisors
Pennsylvania
$10.4M -$417K -6,925 -4%
Capstone Investment Advisors
572
Capstone Investment Advisors
New York
$10.4M +$10.4M +172,418 New
BCM
573
BTR Capital Management
California
$10.4M +$442K +7,340 +4%
SCA
574
Stillwater Capital Advisors
Pennsylvania
$10.3M +$9.04K +150 +0.1%
SAM
575
Strategy Asset Managers
California
$10.3M +$34.2K +567 +0.3%
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