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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 %
SCM
701
Stux Capital Management
New York
$6.55M +$4.41M +76,500 +206%
EAM
702
EULAV Asset Management
Florida
$6.55M +$576K +10,000 +10%
KCM
703
Kanawha Capital Management
Virginia
$6.54M +$219K +3,802 +3%
DIA
704
Dean Investment Associates
Ohio
$6.49M -$85.4K -1,483 -1%
SAM
705
Silvercrest Asset Management
New York
$6.49M +$296K +5,138 +5%
AAM
706
Advisors Asset Management
Colorado
$6.48M -$38.5K -668 -0.6%
SIC
707
Salem Investment Counselors
North Carolina
$6.46M +$23.6K +409 +0.4%
FAT
708
First American Trust
California
$6.4M -$989K -17,168 -13%
SI
709
Stephens Inc
Arkansas
$6.39M -$482K -8,358 -7%
VW
710
Vantage Wealth
California
$6.37M -$117K -2,080 -2%
LOCB
711
Lombard Odier & Cie (Bahamas)
Bahamas
$6.32M -$1.16M -20,100 -15%
HAM
712
Highstreet Asset Management
Ontario, Canada
$6.31M +$215K +3,736 +4%
AHC
713
Anderson Hoagland & Co
Missouri
$6.31M -$294K -5,095 -4%
DIA
714
Denver Investment Advisors
Colorado
$6.29M -$115K -1,992 -2%
BC
715
Bartlett & Co
Ohio
$6.29M -$359K -6,225 -5%
PI
716
Pettee Investors
Connecticut
$6.27M – – –
HRC
717
Hoertkorn Richard Charles
$6.27M +$606K +10,516 +11%
PP
718
Patten & Patten
Tennessee
$6.19M -$1.86M -32,333 -23%
KIA
719
KCM Investment Advisors
California
$6.19M +$349K +6,062 +6%
CCM
720
Channing Capital Management
Illinois
$6.19M – – –
MYLI
721
Meiji Yasuda Life Insurance
Japan
$6.18M -$51.7K -898 -0.8%
FNB
722
First Niagara Bank
New York
$6.18M -$838K -14,544 -12%
First Manhattan
723
First Manhattan
New York
$6.16M -$121K -2,094 -2%
RBA
724
Richard Bernstein Advisors
New York
$6.14M – – –
SCP
725
Sandhill Capital Partners
New York
$6.13M -$55.4K -962 -0.9%
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