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JPMorgan Chase
JPM

Overview Fund Activity

1,722 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 716 increasing their positions, 721 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
-7
Holders Change %
-0.4%
% of All Funds
49.77%
Holding in Top 10
430
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+6.7%
% of All Funds
12.43%
New
100
Increased
716
Reduced
721
Closed
87
Calls
$2.51B
Puts
$1.94B
Net Calls
+$572M
Net Calls Change
+$1.08B

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$6.01B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.92B
3
Ameriprise
3
Ameriprise
Minnesota
$2.73B
4
Dodge & Cox
4
Dodge & Cox
California
$1.06B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.4B

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Citigroup
2
Citigroup
New York
$227M
3
Invesco
3
Invesco
Georgia
$2.28B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.42B
5
DCM
5
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$687M -$2.88M -47,474 -0.4%
BlackRock
52
BlackRock
New York
$636M -$17M -280,761 -3%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$627M +$16.6M +273,027 +3%
ClearBridge Investments
54
ClearBridge Investments
New York
$627M -$4.02M -66,209 -0.6%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$624M -$29.2M -480,955 -4%
Prudential Financial
56
Prudential Financial
New Jersey
$620M -$17.7M -291,539 -3%
American Century Companies
57
American Century Companies
Missouri
$601M +$36.4M +600,273 +6%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$590M -$9.46M -155,826 -2%
RFC
59
Russell Frank Company
Washington
$583M -$164M -2,697,401 -22%
JHIU
60
Janus Henderson Investors US
Colorado
$578M -$10.1M -166,483 -2%
Charles Schwab
61
Charles Schwab
California
$572M -$66.5M -1,094,656 -10%
TIM
62
Thornburg Investment Management
New Mexico
$562M +$20.1M +331,165 +4%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$533M +$63.5M +1,045,410 +14%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$518M -$6.28M -103,376 -1%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$510M -$4.4M -72,482 -0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$498M +$298M +4,909,761 +149%
APG Asset Management
67
APG Asset Management
Netherlands
$480M +$49.4M +813,367 +11%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$472M -$10.8M -178,712 -2%
GE
69
General Electric
Ohio
$459M +$67.2M +1,106,474 +17%
SC
70
Sculptor Capital
New York
$455M -$17.3M -285,641 -4%
Nordea Investment Management
71
Nordea Investment Management
Sweden
$448M +$4.86M +80,027 +1%
IG
72
ING Group
Netherlands
$446M +$95.6M +1,574,042 +27%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$436M +$53.2M +877,804 +14%
Principal Financial Group
74
Principal Financial Group
Iowa
$420M -$19.3M -317,909 -4%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$417M +$1.96M +32,300 +0.5%
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