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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
1
Norges Bank
Norway
$3.47B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.1B
3
DSA
3
Davis Selected Advisers
Arizona
$641M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$273M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.05B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.83M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
MCM
4
Moore Capital Management
New York
$1.46M
5
TCIM
5
TIAA CREF Investment Management
New York
$888M
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$674M +$202M +3,499,195 +43%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$671M +$19M +329,474 +3%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$663M -$20.3M -351,827 -3%
EVM
54
Eaton Vance Management
Massachusetts
$644M -$31.8M -552,720 -5%
DSA
55
Davis Selected Advisers
Arizona
$641M +$280M +4,865,101 +78%
BlackRock
56
BlackRock
New York
$628M +$24.3M +421,501 +4%
American Century Companies
57
American Century Companies
Missouri
$592M +$21.8M +377,508 +4%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$585M -$9.91M -171,987 -2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$585M -$7.37M -127,992 -1%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$581M +$75.8M +1,315,550 +15%
Prudential Financial
61
Prudential Financial
New Jersey
$573M -$14.7M -255,973 -3%
ClearBridge Investments
62
ClearBridge Investments
New York
$561M -$33.9M -588,732 -6%
Charles Schwab
63
Charles Schwab
California
$556M +$12.9M +223,564 +2%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$545M -$14.2M -246,897 -3%
RFC
65
Russell Frank Company
Washington
$523M -$29.6M -514,010 -5%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$492M -$241K -4,182 -0%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$484M -$336K -5,824 -0.1%
APG Asset Management
68
APG Asset Management
Netherlands
$482M +$26.8M +465,485 +6%
JHIU
69
Janus Henderson Investors US
Colorado
$478M -$70.3M -1,219,758 -13%
Sanders Capital
70
Sanders Capital
Florida
$460M +$79.6M +1,381,700 +21%
Nordea Investment Management
71
Nordea Investment Management
Sweden
$447M +$21.9M +379,255 +5%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$442M +$27.8M +482,046 +7%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$435M -$13.1M -227,405 -3%
GE
74
General Electric
Ohio
$427M -$9M -156,213 -2%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$402M +$5.55M +96,250 +1%
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3
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