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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 %
TYCC
626
Texas Yale Capital Corp
Florida
$8.86M +$843K +13,995 +11%
Truist Financial
627
Truist Financial
North Carolina
$8.83M +$26.3K +437 +0.3%
GCA
628
Guardian Capital Advisors
Ontario, Canada
$8.81M -$243K -3,615 -3%
OH
629
Orbis Holdings
Bermuda
$8.81M +$4.76M +79,103 +118%
AIU
630
Algebris Investments (UK)
United Kingdom
$8.81M -$5.17M -85,900 -37%
TAM
631
Taurus Asset Management
New York
$8.81M -$24.1K -400 -0.3%
TCM
632
Twin Capital Management
Pennsylvania
$8.69M -$39.8K -660 -0.5%
Artisan Partners
633
Artisan Partners
Wisconsin
$8.68M +$8.68M +144,159 New
CC
634
Colrain Capital
Massachusetts
$8.68M -$245K -4,067 -3%
SM
635
Stratton Management
Pennsylvania
$8.65M -$424K -7,044 -5%
EWM
636
Endurance Wealth Management
Rhode Island
$8.63M -$336K -5,575 -4%
MCM
637
Maltese Capital Management
New York
$8.6M -$1.34M -22,200 -13%
1SB
638
1ST Source Bank
Indiana
$8.53M -$174K -2,885 -2%
HI
639
HBK Investments
Texas
$8.53M +$8.53M +141,600 New
PR
640
Payden & Rygel
California
$8.53M +$1.14M +18,900 +15%
WB
641
Webster Bank
Connecticut
$8.51M -$607K -10,079 -7%
HFS
642
Haverford Financial Services
Pennsylvania
$8.41M +$107K +1,780 +1%
FBC
643
Fairfield, Bush & Co
Connecticut
$8.39M -$77.8K -1,291 -0.9%
RP
644
Reinhart Partners
Wisconsin
$8.35M +$320K +5,306 +4%
BCMU
645
BlueCrest Capital Management (UK)
Guernsey
$8.32M -$2.6M -43,116 -24%
BCM
646
BlueCrest Capital Management
Jersey
$8.32M +$8.32M +138,122 New
PCM
647
Parsons Capital Management
Rhode Island
$8.3M -$168K -2,795 -2%
SC
648
Seawolf Capital
New York
$8.27M +$8.27M +137,323 New
AC
649
AFAM Capital
Texas
$8.21M +$35.2K +584 +0.4%
Rafferty Asset Management
650
Rafferty Asset Management
New York
$8.16M -$2.97M -49,236 -27%
24 25
26
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