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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 %
FAM
576
Fiduciary Asset Management
Missouri
$10.2M +$7.66M +133,031 +305%
BWP
577
Baldwin Wealth Partners
Massachusetts
$10.2M +$1.98M +34,419 +24%
Daiwa Securities Group
578
Daiwa Securities Group
Japan
$10.2M -$8.77M -152,200 -46%
Mirae Asset Global Investments
579
Mirae Asset Global Investments
South Korea
$10.1M +$203K +3,515 +2%
LMGAM
580
Liberty Mutual Group Asset Management
Massachusetts
$10.1M +$324K +5,620 +3%
CS
581
Central Securities
New York
$10.1M – – –
CAM
582
Cypress Asset Management
Texas
$10M -$413K -7,164 -4%
CCA
583
Cobblestone Capital Advisors
New York
$9.96M +$265K +4,594 +3%
AT
584
Arvest Trust
Oklahoma
$9.95M -$10.5K -183 -0.1%
BFS
585
Baskin Financial Services
Ontario, Canada
$9.94M +$372K +6,458 +4%
RJFSA
586
Raymond James Financial Services Advisors
Florida
$9.94M +$307K +5,332 +3%
SCA
587
Stillwater Capital Advisors
Pennsylvania
$9.89M +$95.6K +1,659 +1%
FCI
588
Financial Counselors Inc
Kansas
$9.87M +$573K +9,940 +6%
CF
589
CNA Financial
Illinois
$9.86M – – –
SAM
590
Strategy Asset Managers
California
$9.85M -$2.63M -45,574 -21%
PA
591
Profund Advisors
Maryland
$9.84M -$3M -52,088 -23%
PVH
592
Psagot Value Holdings
Israel
$9.82M -$363K -6,303 -4%
BOTW
593
Bank of the West
California
$9.73M +$658K +11,425 +7%
CI
594
Capital International
California
$9.7M – – –
ZAM
595
Zenit Asset Management
Sweden
$9.64M +$633K +11,000 +7%
EGA
596
Eagle Global Advisors
Texas
$9.63M -$421K -7,313 -4%
WAM
597
Winslow Asset Management
Ohio
$9.62M +$38.9K +675 +0.4%
FP
598
Foundry Partners
Minnesota
$9.62M -$5.64M -97,869 -37%
AHB
599
Abner Herrman & Brock
New Jersey
$9.53M +$450K +7,805 +5%
PCM
600
Palisade Capital Management
New Jersey
$9.52M -$517K -8,973 -5%
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