JPM icon

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 %
WTB
676
Washington Trust Bank
Washington
$7.08M +$34.5K +598 +0.5%
PR
677
Payden & Rygel
California
$7.07M +$2.4M +41,700 +52%
BFM
678
Boston Financial Management
Massachusetts
$7.04M -$205K -3,566 -3%
SYBT
679
Stock Yards Bank & Trust
Kentucky
$6.95M -$596K -10,334 -8%
CB
680
Chemical Bank
Michigan
$6.95M +$89K +1,545 +1%
CCFCSB
681
Cape Cod Five Cents Savings Bank
Massachusetts
$6.94M +$120K +2,075 +2%
TA
682
TBP Advisors
New York
$6.91M -$58K -1,007 -0.8%
Fuller & Thaler Asset Management
683
Fuller & Thaler Asset Management
California
$6.9M -$109K -1,900 -2%
MYAM
684
Meiji Yasuda Asset Management
Japan
$6.86M -$532K -9,231 -7%
FTC
685
Farmers Trust Company
Ohio
$6.84M -$47.5K -824 -0.7%
Cambridge Investment Research Advisors
686
Cambridge Investment Research Advisors
Iowa
$6.83M -$146K -2,530 -2%
RW
687
Rand Wealth
Maryland
$6.82M -$116K -2,006 -2%
EML
688
Eos Management LP
New York
$6.81M +$6.27M +108,906 +1,179%
OMC
689
Overbrook Management Corp
New York
$6.8M +$587K +10,187 +9%
SGDR
690
SPX Gestao de Recursos
Brazil
$6.78M -$5.46M -94,700 -45%
CWM
691
Cabot Wealth Management
Massachusetts
$6.76M +$205K +3,557 +3%
PCM
692
Palouse Capital Management
Washington
$6.72M +$1M +17,370 +17%
CNBT
693
Canandaigua National Bank & Trust
New York
$6.72M -$216K -3,747 -3%
AT
694
Arden Trust
Delaware
$6.71M -$147K -2,557 -2%
PWM
695
Patriot Wealth Management
Texas
$6.69M +$73.1K +1,268 +1%
FHA
696
First Horizon Advisors
Tennessee
$6.68M +$377K +6,578 +6%
SCM
697
Suffolk Capital Management
New York
$6.64M +$320K +5,560 +5%
BOH
698
Bank of Hawaii
Hawaii
$6.62M -$11.7K -203 -0.2%
FFBTD
699
First Financial Bank - Trust Division
Ohio
$6.58M -$141K -2,441 -2%
FMBTD
700
First Midwest Bank Trust Division
Illinois
$6.58M -$185K -3,216 -3%
26 27
28
29 30