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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
1
AJO LP
Pennsylvania
$660M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$399M
3
Citadel Advisors
3
Citadel Advisors
Florida
$298M
4
BWA
4
Brave Warrior Advisors
New York
$219M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.8B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.84B
2
Franklin Resources
2
Franklin Resources
California
$2.57B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$344M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$10.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
51
Russell Frank Company
Washington
$678M +$130M +2,156,934 +24%
DSA
52
Davis Selected Advisers
Arizona
$668M -$2.27M -37,694 -0.3%
AL
53
AJO LP
Pennsylvania
$660M +$564M +9,366,920 +590%
EVM
54
Eaton Vance Management
Massachusetts
$646M -$27.4M -454,993 -4%
BlackRock
55
BlackRock
New York
$639M -$17.2M -284,993 -3%
Prudential Financial
56
Prudential Financial
New Jersey
$634M +$34.9M +579,220 +6%
PI
57
Putnam Investments
Massachusetts
$620M -$159M -2,647,187 -20%
Charles Schwab
58
Charles Schwab
California
$593M +$12.2M +201,751 +2%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$591M +$20.3M +336,779 +4%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$586M -$21.9M -363,859 -4%
ClearBridge Investments
61
ClearBridge Investments
New York
$584M -$2.71M -44,948 -0.5%
American Century Companies
62
American Century Companies
Missouri
$572M -$47.6M -789,904 -8%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$545M +$38.6M +640,115 +8%
APG Asset Management
64
APG Asset Management
Netherlands
$495M -$8.96M -148,792 -2%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$495M -$19.2M -318,187 -4%
Sanders Capital
66
Sanders Capital
Florida
$494M +$12.9M +214,137 +3%
JHIU
67
Janus Henderson Investors US
Colorado
$491M -$8.94M -148,486 -2%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$482M +$19.5M +324,009 +4%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$478M -$133M -2,210,507 -22%
Nordea Investment Management
70
Nordea Investment Management
Sweden
$467M -$950K -15,769 -0.2%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$459M +$46.9M +777,842 +11%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$453M -$2.5M -41,546 -0.6%
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$436M +$19.6M +325,900 +5%
GE
74
General Electric
Ohio
$436M -$10.7M -177,751 -2%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$434M +$14.1M +234,771 +3%
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3
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