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JPMorgan Chase
JPM

Overview Fund Activity

1,812 hedge funds and large institutions have $174B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 665 increasing their positions, 744 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+119
Holders Change %
+7.03%
% of All Funds
48.36%
Holding in Top 10
391
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.42%
% of All Funds
10.44%
New
199
Increased
665
Reduced
744
Closed
59
Calls
$2.98B
Puts
$2.61B
Net Calls
+$366M
Net Calls Change
-$537M

Top Buyers

1
GA
Greenhaven Associates
New York
$465M
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.7B
3
State Street
State Street
Massachusetts
$10.9B
4
ECU
Egerton Capital (UK)
United Kingdom
$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$277M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$447M
2
SC
Sculptor Capital
New York
$10.4M
3
Franklin Resources
Franklin Resources
California
$2.39B
4
Bank of America
Bank of America
North Carolina
$2.05B
5
Citadel Advisors
Citadel Advisors
Florida
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
51
AJO LP
Pennsylvania
$683M -$2.53M -40,430 -0.4%
O
52
OppenheimerFunds
New York
$676M -$82.7M -1,321,108 -11%
EVM
53
Eaton Vance Management
Massachusetts
$675M +$4.18M +66,817 +0.6%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$670M -$9.57M -170,271 -1%
RFC
55
Russell Frank Company
Washington
$659M -$51.5M -815,284 -7%
Lord, Abbett & Co
56
Lord, Abbett & Co
New Jersey
$650M -$72.5M -1,158,020 -10%
BlackRock
57
BlackRock
New York
$646M -$18.1M -288,941 -3%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$605M -$9.8M -156,191 -2%
American Century Companies
59
American Century Companies
Missouri
$597M +$2.97M +47,405 +0.5%
ClearBridge Investments
60
ClearBridge Investments
New York
$590M -$15.9M -253,671 -3%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$583M +$17.4M +278,753 +3%
APG Asset Management
62
APG Asset Management
Netherlands
$573M +$59.3M +947,170 +12%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$534M +$33.3M +530,918 +7%
Sanders Capital
64
Sanders Capital
Florida
$516M +$3.05M +48,800 +0.6%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$492M +$6.99M +111,730 +1%
JHIU
66
Janus Henderson Investors US
Colorado
$490M -$19.7M -314,637 -4%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$471M +$18.3M +292,943 +4%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$470M -$27M -431,978 -5%
GA
69
Greenhaven Associates
New York
$465M +$465M +7,423,775 New
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$464M -$50M -798,979 -10%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$464M -$6.19M -98,979 -1%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$455M +$4.25M +67,871 +0.9%
GE
73
General Electric
Ohio
$455M +$2.03M +32,431 +0.4%
Principal Financial Group
74
Principal Financial Group
Iowa
$454M +$97M +1,550,533 +27%
Capital Research Global Investors
75
Capital Research Global Investors
California
$447M -$451M -7,202,325 -50%
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