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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 %
1IA
676
1834 Investment Advisors
Wisconsin
$7.58M +$51K +847 +0.7%
ACM
677
Azimuth Capital Management
Michigan
$7.55M +$44.9K +746 +0.6%
CCFCSB
678
Cape Cod Five Cents Savings Bank
Massachusetts
$7.42M +$168K +2,794 +2%
CB
679
Chemical Bank
Michigan
$7.41M +$139K +2,313 +2%
TA
680
TBP Advisors
New York
$7.4M +$172K +2,854 +2%
ACM
681
Advisors Capital Management
New Jersey
$7.35M +$1.13M +18,704 +18%
LMIM
682
Lockheed Martin Investment Management
Maryland
$7.35M -$3.73M -62,000 -34%
FHA
683
First Horizon Advisors
Tennessee
$7.29M +$258K +4,287 +4%
BFM
684
Boston Financial Management
Massachusetts
$7.26M -$103K -1,717 -1%
TH
685
Timber Hill
Connecticut
$7.25M +$4.59M +76,262 +173%
PCM
686
Palouse Capital Management
Washington
$7.2M +$176K +2,919 +3%
PWM
687
Patriot Wealth Management
Texas
$7.18M +$184K +3,051 +3%
RW
688
Rand Wealth
Maryland
$7.14M +$13.2K +219 +0.2%
OMC
689
Overbrook Management Corp
New York
$7.14M +$34.3K +570 +0.5%
HAI
690
Hennessy Advisors Inc
California
$7.11M -$723K -12,000 -9%
BCM
691
BTC Capital Management
Iowa
$7.11M +$7.11M +118,055 New
CWM
692
Cabot Wealth Management
Massachusetts
$7.08M +$7.83K +130 +0.1%
KCM
693
Kanawha Capital Management
Virginia
$7.06M +$222K +3,684 +3%
SAM
694
Silvercrest Asset Management
New York
$7.02M +$236K +3,918 +3%
VW
695
Vantage Wealth
California
$6.93M +$83.1K +1,380 +1%
FFBTD
696
First Financial Bank - Trust Division
Ohio
$6.87M -$6.45K -107 -0.1%
AIA
697
Alerus Investment Advisors
Minnesota
$6.87M -$1.12M -18,651 -14%
VKH
698
Virtu KCG Holdings
New York
$6.83M +$2.25M +37,381 +49%
DIA
699
Dean Investment Associates
Ohio
$6.83M +$37.5K +622 +0.6%
AT
700
Arden Trust
Delaware
$6.82M -$196K -3,254 -3%
26 27
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