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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 %
NSEDCP
651
NJ State Employees Deferred Compensation Plan
New Jersey
$8.13M – – –
CCMG
652
Clark Capital Management Group
Pennsylvania
$8.12M +$2.95M +48,895 +57%
BOH
653
Bank of Hawaii
Hawaii
$8.08M +$1.16M +19,304 +17%
JEW
654
Jamison Eaton & Wood
New Jersey
$8.07M +$156K +2,582 +2%
NRS
655
Neville Rodie & Shaw
New York
$8.07M -$4.4K -73 -0.1%
TAM
656
Trillium Asset Management
Massachusetts
$8.06M -$251K -4,174 -3%
CIA
657
Choate Investment Advisors
Massachusetts
$7.98M -$5.06M -83,953 -39%
RNS
658
Robert N. Shapiro
$7.96M -$295K -4,891 -4%
TCM
659
Tradition Capital Management
New Jersey
$7.96M +$281K +4,672 +4%
KJHP
660
K.J. Harrison & Partners
Ontario, Canada
$7.95M +$2.53K +42 +0%
DP
661
Dearborn Partners
Illinois
$7.92M +$6.02K +100 +0.1%
NEI
662
Northwest & Ethical Investments
Ontario, Canada
$7.9M -$4.42M -73,362 -36%
MERSOM
663
Municipal Employees' Retirement System of Michigan
Michigan
$7.89M +$169K +2,800 +2%
BIA
664
Biondo Investment Advisors
Pennsylvania
$7.89M +$20.2K +335 +0.3%
SI
665
Stephens Inc
Arkansas
$7.85M +$1.17M +19,343 +17%
KRSITF
666
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.79M -$8.25K -141 -0.1%
PP
667
Paloma Partners
Connecticut
$7.77M +$6.36M +105,555 +451%
CA
668
Cullinan Associates
Kentucky
$7.73M +$3.35M +55,537 +76%
MC
669
MSF Capital
New York
$7.71M -$10.4K -172 -0.1%
CA
670
Continental Advisors
Utah
$7.69M – – –
Cambridge Investment Research Advisors
671
Cambridge Investment Research Advisors
Iowa
$7.68M +$541K +8,988 +8%
LCP
672
LGT Capital Partners
Switzerland
$7.65M -$1.29M -21,400 -14%
AHC
673
Adell Harriman & Carpenter
Texas
$7.65M – – –
VIP
674
Vantage Investment Partners
Missouri
$7.63M – – –
BCM
675
Buckhead Capital Management
Georgia
$7.61M -$1.74M -28,811 -19%
25 26
27
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