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JPMorgan Chase
JPM

Overview Fund Activity

1,812 hedge funds and large institutions have $174B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 665 increasing their positions, 744 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+119
Holders Change %
+7.03%
% of All Funds
48.36%
Holding in Top 10
391
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.42%
% of All Funds
10.44%
New
199
Increased
665
Reduced
744
Closed
59
Calls
$2.98B
Puts
$2.61B
Net Calls
+$366M
Net Calls Change
-$537M

Top Buyers

1
GA
Greenhaven Associates
New York
+$465M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$461M
3
State Street
State Street
Massachusetts
+$400M
4
ECU
Egerton Capital (UK)
United Kingdom
+$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$267M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$451M
2
SC
Sculptor Capital
New York
-$301M
3
Franklin Resources
Franklin Resources
California
-$282M
4
Bank of America
Bank of America
North Carolina
-$278M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
551
Cobalt Capital Management
New Jersey
$12.1M +$12.1M +193,000 New
FBP
552
Flippin Bruce & Porter
Virginia
$12.1M -$71.9K -1,149 -0.6%
SLI
553
Sumitomo Life Insurance
Japan
$12.1M -$679K -10,858 -5%
CSC
554
Cove Street Capital
California
$12M -$169K -2,700 -1%
AAF
555
Andra AP-fonden
Sweden
$12M +$1.78M +28,400 +17%
PCM
556
Palisade Capital Management
New Jersey
$11.9M -$10K -160 -0.1%
RBA
557
Richard Bernstein Advisors
New York
$11.6M – – –
PA
558
Profund Advisors
Maryland
$11.6M -$299K -4,784 -3%
DIA
559
Dana Investment Advisors
Wisconsin
$11.5M +$2.09M +33,402 +22%
LM
560
Lincluden Management
Ontario, Canada
$11.5M -$355K -5,670 -3%
Mirae Asset Global Investments
561
Mirae Asset Global Investments
South Korea
$11.3M +$312K +4,993 +3%
OA
562
OFI Advisors
Pennsylvania
$11.3M +$461K +7,361 +4%
SCA
563
Stillwater Capital Advisors
Pennsylvania
$11.3M +$537K +8,575 +5%
MCTIC
564
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$11.2M -$32.9K -525 -0.3%
APFBOT
565
Amica Pension Fund Board of Trustees
Rhode Island
$11.2M – – –
GJL
566
Gendell Jeffrey L
$11.2M +$5.82M +93,055 +109%
SC
567
Skylands Capital
Wisconsin
$11.1M -$861K -13,850 -7%
LMGAM
568
Liberty Mutual Group Asset Management
Massachusetts
$11.1M +$150K +2,391 +1%
PR
569
Payden & Rygel
California
$11.1M +$2.2M +35,200 +25%
BCM
570
BTR Capital Management
California
$11.1M +$287K +4,590 +3%
LTFS
571
Ladenburg Thalmann Financial Services
Florida
$11M +$5.68M +91,055 +106%
BFS
572
Baskin Financial Services
Ontario, Canada
$11M +$136K +2,173 +1%
CS
573
Central Securities
New York
$11M – – –
CIC
574
Cornercap Investment Counsel
Georgia
$10.9M -$260K -4,150 -2%
DBT
575
Dubuque Bank & Trust
Iowa
$10.9M -$351K -5,615 -3%
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