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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 %
SAMNY
626
Samsung Asset Management (New York)
New York
$8.78M +$312K +5,420 +4%
ERIM
627
Eagle Ridge Investment Management
Connecticut
$8.72M +$69.2K +1,201 +0.8%
WB
628
Webster Bank
Connecticut
$8.72M -$3.86M -66,985 -31%
CW
629
Cobiz Wealth
Colorado
$8.69M -$263K -4,556 -3%
SM
630
Stratton Management
Pennsylvania
$8.68M -$807 -14 -0%
EWM
631
Endurance Wealth Management
Rhode Island
$8.57M +$214K +3,709 +3%
CIA
632
CSat Investment Advisory
Michigan
$8.56M +$1.95M +33,867 +30%
LCP
633
LGT Capital Partners
Switzerland
$8.55M +$8.55M +148,440 New
CC
634
Colrain Capital
Massachusetts
$8.53M -$230K -4,000 -3%
SCM
635
Shelton Capital Management
Colorado
$8.49M +$77.5K +1,345 +0.9%
BPB
636
Badgley, Phelps & Bell
Washington
$8.47M -$74.9K -1,300 -0.9%
TAM
637
Taurus Asset Management
New York
$8.45M +$637K +11,059 +8%
Truist Financial
638
Truist Financial
North Carolina
$8.42M +$72.5K +1,258 +0.9%
FOAM
639
Five Oceans Asset Management
Australia
$8.39M +$1.96M +34,077 +31%
TCM
640
Twin Capital Management
Pennsylvania
$8.35M -$289K -5,020 -3%
1SB
641
1ST Source Bank
Indiana
$8.32M -$102K -1,777 -1%
WAM
642
Wilsey Asset Management
California
$8.25M +$351K +6,099 +4%
WAM
643
Wood Asset Management
Florida
$8.25M -$1.16M -20,109 -12%
PCM
644
Parsons Capital Management
Rhode Island
$8.1M -$71.8K -1,246 -0.9%
FBC
645
Fairfield, Bush & Co
Connecticut
$8.1M +$1.31M +22,652 +19%
LAM
646
Lingohr Asset Management
Germany
$8.08M -$2.76M -47,900 -25%
PCM
647
PAR Capital Management
Massachusetts
$8.07M -$1.15M -20,000 -13%
TAM
648
Trillium Asset Management
Massachusetts
$7.95M +$631K +10,952 +9%
HFS
649
Haverford Financial Services
Pennsylvania
$7.92M +$165K +2,861 +2%
RNS
650
Robert N. Shapiro
$7.89M -$518K -8,995 -6%
24 25
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