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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 %
MCM
601
Maltese Capital Management
New York
$9.51M -$10.7M -186,000 -53%
BCM
602
BTR Capital Management
California
$9.49M +$1.44M +25,005 +18%
JPMIA
603
J.P. Marvel Investment Advisors
Massachusetts
$9.46M -$196K -3,400 -2%
FPCM
604
Financial Partners Capital Management
New York
$9.43M +$467K +8,105 +5%
GP
605
GLG Partners
United Kingdom
$9.43M -$63.8K -1,107 -0.7%
AP
606
Appleton Partners
Massachusetts
$9.39M -$85.7K -1,488 -0.9%
MFBTD
607
MB Financial Bank - Trust Department
Illinois
$9.36M +$734K +12,745 +9%
CCT
608
Chemung Canal Trust
New York
$9.24M -$255K -4,420 -3%
NCM
609
Noesis Capital Mangement
Florida
$9.21M +$128K +2,230 +1%
CBB
610
Citizens Business Bank
California
$9.2M -$176K -3,046 -2%
CCM
611
Covington Capital Management
California
$9.19M -$138K -2,420 -1%
FWIA
612
Fort Washington Investment Advisors
Ohio
$9.16M +$323K +5,612 +4%
BB
613
Busey Bank
Illinois
$9.15M +$330K +5,724 +4%
OAC
614
OMERS Administration Corp
Ontario, Canada
$9.13M +$9.13M +158,500 New
GMIM
615
General Motors Investment Management
New York
$9.12M +$153K +2,651 +2%
MAM
616
Meeder Asset Management
Ohio
$9M +$5.48M +95,165 +156%
CCM
617
Cohen Capital Management
California
$9M -$216K -3,757 -2%
AAIM
618
American Assets Investment Management
California
$8.96M +$576K +10,000 +7%
BCM
619
Buckhead Capital Management
Georgia
$8.94M -$615K -10,675 -6%
TBA
620
Tower Bridge Advisors
Pennsylvania
$8.92M +$72.1K +1,252 +0.8%
CI
621
Conning Inc
Connecticut
$8.87M +$736K +12,780 +9%
DIA
622
Dana Investment Advisors
Wisconsin
$8.84M -$17M -295,092 -66%
GXMC
623
Global X Management Company
New York
$8.83M -$1.02M -17,760 -10%
TIM
624
Thompson Investment Management
Wisconsin
$8.8M +$103K +1,795 +1%
VC
625
Vestor Capital
Illinois
$8.79M +$87.6K +1,520 +1%
23 24
25
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