JPM icon

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 %
PIA
726
Piedmont Investment Advisors
North Carolina
$6.12M -$14.8K -257 -0.2%
BCMNY
727
Buckingham Capital Management (New York)
New York
$6.11M -$257K -4,460 -4%
AHS
728
Aspiriant Holdings S3
California
$6.1M +$55.6K +965 +0.9%
AGI
729
Athena Global Investors
Virginia
$6.08M +$1.64M +28,511 +37%
FNT
730
First National Trust
Pennsylvania
$6.04M +$508K +8,825 +9%
WF
731
WealthTrust Fairport
Ohio
$6.02M -$1.42M -24,702 -19%
MLIM
732
Mountain Lake Investment Management
Florida
$6.01M +$194K +3,361 +3%
AB
733
Amalgamated Bank
New York
$5.99M +$694K +12,046 +13%
CTA
734
Chesley Taft & Associates
Illinois
$5.96M +$47.3K +821 +0.8%
ACM
735
Advisors Capital Management
New Jersey
$5.96M +$559K +9,702 +10%
SAG
736
Sterne Agee Group
Alabama
$5.9M +$489K +8,488 +9%
GIM
737
Grassi Investment Management
California
$5.88M -$23K -399 -0.4%
RC
738
RBO & Co
California
$5.88M +$68.5K +1,189 +1%
AI
739
Ariel Investments
Illinois
$5.87M +$951K +16,506 +19%
GCM
740
Grisanti Capital Management
New York
$5.79M -$6.62M -114,925 -53%
FNBT
741
FineMark National Bank & Trust
Florida
$5.79M +$581K +10,086 +11%
SIG
742
Schooner Investment Group
Pennsylvania
$5.76M +$1.73M +30,000 +43%
CFA
743
Carroll Financial Associates
North Carolina
$5.75M +$156K +2,709 +3%
QI
744
QS Investors
New York
$5.74M +$1.49M +25,921 +35%
CC
745
ClearArc Capital
Ohio
$5.72M -$697K -12,101 -11%
PWPCM
746
Perella Weinberg Partners Capital Management
New York
$5.72M +$5.72M +99,190 New
PRC
747
Platte River Capital
Colorado
$5.7M -$279K -4,850 -5%
CANC
748
Culbertson A N & Co
Virginia
$5.67M +$268K +4,643 +5%
HTI
749
Hikari Tsushin Inc
Japan
$5.64M – – –
SAM
750
Selway Asset Management
$5.62M -$75.3K -1,306 -1%
28 29
30
31 32