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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 %
PWPCM
601
Perella Weinberg Partners Capital Management
New York
$9.55M +$3.57M +59,342 +60%
OAC
602
OMERS Administration Corp
Ontario, Canada
$9.55M – – –
PVH
603
Psagot Value Holdings
Israel
$9.42M -$847K -14,065 -8%
CCM
604
Cohen Capital Management
California
$9.41M – – –
AAIM
605
American Assets Investment Management
California
$9.37M – – –
GP
606
GLG Partners
United Kingdom
$9.34M -$512K -8,497 -5%
AP
607
Appleton Partners
Massachusetts
$9.31M -$502K -8,339 -5%
PL
608
Perpetual Ltd
Australia
$9.3M -$4.2M -69,789 -31%
BB
609
Busey Bank
Illinois
$9.3M -$269K -4,459 -3%
GXMC
610
Global X Management Company
New York
$9.27M +$40.1K +665 +0.4%
ARC
611
Absolute Return Capital
Massachusetts
$9.26M -$29M -482,029 -76%
EAM
612
EULAV Asset Management
Florida
$9.22M +$2.37M +39,400 +35%
TBA
613
Tower Bridge Advisors
Pennsylvania
$9.21M -$109K -1,813 -1%
VC
614
Vestor Capital
Illinois
$9.2M +$15.8K +263 +0.2%
TIM
615
Thompson Investment Management
Wisconsin
$9.19M -$49.3K -815 -0.5%
GMIM
616
General Motors Investment Management
New York
$9.11M -$420K -6,967 -4%
CI
617
Conning Inc
Connecticut
$9.11M -$159K -2,640 -2%
SAMNY
618
Samsung Asset Management (New York)
New York
$9.08M -$107K -1,770 -1%
DIA
619
Dana Investment Advisors
Wisconsin
$9.06M -$179K -2,978 -2%
TAM
620
Tocqueville Asset Management
New York
$9.05M -$2.55M -42,259 -22%
EGM
621
Espalier Global Management
New York
$9.04M -$4.52M -75,000 -33%
BPB
622
Badgley, Phelps & Bell
Washington
$8.92M +$62.7K +1,041 +0.7%
WAM
623
Wood Asset Management
Florida
$8.91M +$287K +4,762 +3%
WAM
624
Wilsey Asset Management
California
$8.9M +$279K +4,630 +3%
CW
625
Cobiz Wealth
Colorado
$8.86M -$225K -3,741 -2%
23 24
25
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