JPMorgan Chase
JPM
1,694 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, 747 reducing their positions, and 89 closing their positions.
6% more call options, than puts
Call options by funds: $2.03B | Put options by funds: $1.91B
0.09% less ownership
Funds ownership: 74.37% → 74.29% (-0.09%)
5% less capital invested
Capital invested by funds: $171B → $163B (-$7.77B)
8% less repeat investments, than reductions
Existing positions increased: 687 | Existing positions reduced: 747
2% less funds holding
Funds holding: 1,725 → 1,694 (-31)
24% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 89
24% less funds holding in top 10
Funds holding in top 10: 430 → 327 (-103)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$1.76B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$566M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$274M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$266M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$236M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$531M |
| 2 |
JP Morgan Chase
New York
|
-$382M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$340M |
| 4 |
MCM
Moore Capital Management
New York
|
-$268M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$245M |
JPM Hedge Fund Activity: Q2 2014 in Review
1,694 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2014, worth a combined $163B — down 4.6% from $171B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of JPM and 68 opened new positions — a net loss of 21 holders — while 747 trimmed existing stakes and 687 added.
The largest buyer was Norges Bank, adding an estimated $1.76B. The largest seller was Ameriprise, cutting an estimated $531M.
- 1,694 institutional investors held JPMorgan Chase (JPM) as of Q2 2014, down from 1,725 in Q1 2014.
- Funds reported $163B of JPMorgan Chase stock for Q2 2014, down 4.6% quarter-over-quarter.
- 68 funds opened new JPMorgan Chase positions in Q2 2014 and 89 closed out, a net change of -21 holders.
- The largest JPMorgan Chase buyer in Q2 2014 was Norges Bank, an estimated $1.76B added.
- The largest JPMorgan Chase seller in Q2 2014 was Ameriprise, an estimated $531M sold.
Based on aggregated 13F filings for Q2 2014.