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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 %
AC
651
AFAM Capital
Texas
$7.82M -$230K -3,983 -3%
GCM
652
Graham Capital Management
Connecticut
$7.81M +$7.81M +135,600 New
NSEDCP
653
NJ State Employees Deferred Compensation Plan
New Jersey
$7.78M – – –
NRS
654
Neville Rodie & Shaw
New York
$7.72M -$75.8K -1,315 -1%
RP
655
Reinhart Partners
Wisconsin
$7.68M -$1.38M -23,942 -15%
KRSITF
656
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.68M +$156K +2,708 +2%
TYCC
657
Texas Yale Capital Corp
Florida
$7.67M -$100K -1,735 -1%
PDN
658
Pensionfund DSM Netherlands
Netherlands
$7.66M – – –
AHC
659
Adell Harriman & Carpenter
Texas
$7.65M -$263K -4,570 -3%
AIA
660
Alerus Investment Advisors
Minnesota
$7.65M -$35.4K -614 -0.5%
KJHP
661
K.J. Harrison & Partners
Ontario, Canada
$7.6M -$145K -2,508 -2%
CAN
662
Cetera Advisor Networks
California
$7.6M +$77.3K +1,336 +1%
GCA
663
Guardian Capital Advisors
Ontario, Canada
$7.59M +$32.1K +570 +0.4%
JEW
664
Jamison Eaton & Wood
New Jersey
$7.57M -$294K -5,100 -4%
DP
665
Dearborn Partners
Illinois
$7.57M +$31.5K +546 +0.4%
BIA
666
Biondo Investment Advisors
Pennsylvania
$7.52M +$50K +867 +0.7%
HAI
667
Hennessy Advisors Inc
California
$7.5M -$971K -16,850 -11%
MERSOM
668
Municipal Employees' Retirement System of Michigan
Michigan
$7.39M – – –
MC
669
MSF Capital
New York
$7.38M -$410K -7,123 -5%
CA
670
Continental Advisors
Utah
$7.35M +$720K +12,500 +11%
TCM
671
Tradition Capital Management
New Jersey
$7.34M +$198K +3,438 +3%
VIP
672
Vantage Investment Partners
Missouri
$7.3M – – –
1IA
673
1834 Investment Advisors
Wisconsin
$7.2M +$424K +7,358 +6%
ACM
674
Azimuth Capital Management
Michigan
$7.18M -$3.87M -67,204 -35%
SDJVC
675
St. Denis J. Villere & Co
Louisiana
$7.12M +$191K +3,318 +3%
25 26
27
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