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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
AJO LP
Pennsylvania
+$564M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$399M
3
Citadel Advisors
Citadel Advisors
Florida
+$243M
4
BWA
Brave Warrior Advisors
New York
+$219M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$206M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.79B
2
Franklin Resources
Franklin Resources
California
-$378M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$361M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$317M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMNY
726
Buckingham Capital Management (New York)
New York
$6.35M -$42.6K -707 -0.7%
RC
727
RBO & Co
California
$6.33M +$191K +3,169 +3%
SCP
728
Sandhill Capital Partners
New York
$6.32M -$84.6K -1,405 -1%
SAG
729
Sterne Agee Group
Alabama
$6.32M +$139K +2,311 +2%
BC
730
Bartlett & Co
Ohio
$6.31M -$265K -4,399 -4%
AB
731
Amalgamated Bank
New York
$6.3M +$30.4K +504 +0.5%
FNB
732
First Niagara Bank
New York
$6.29M -$167K -2,767 -3%
MAM
733
Martingale Asset Management
Massachusetts
$6.29M -$6.89M -114,373 -52%
PG
734
PEAK6 Group
Illinois
$6.27M +$4.81M +79,912 +330%
PI
735
Pettee Investors
Connecticut
$6.24M -$320K -5,311 -5%
LPC
736
Loeb Partners Corp
New York
$6.24M +$4.13M +68,500 +196%
WF
737
WealthTrust Fairport
Ohio
$6.23M -$69.9K -1,161 -1%
SSG
738
Summit Securities Group
New York
$6.2M -$5.24M -86,900 -46%
AI
739
Ariel Investments
Illinois
$6.16M +$23.7K +394 +0.4%
FMBTD
740
First Midwest Bank Trust Division
Illinois
$6.15M -$724K -12,024 -11%
CANC
741
Culbertson A N & Co
Virginia
$6.14M +$215K +3,561 +4%
GIM
742
Grassi Investment Management
California
$6.13M -$12K -199 -0.2%
TB
743
Terril Brothers
Missouri
$6.13M +$6.13M +101,481 New
Fuller & Thaler Asset Management
744
Fuller & Thaler Asset Management
California
$6.1M -$1.11M -18,400 -15%
AAM
745
Advisors Asset Management
Colorado
$6.07M -$713K -11,835 -11%
CGM
746
Capital Growth Management
Massachusetts
$6.02M +$6.02M +100,000 New
SC
747
SouthState Corp
Florida
$6.01M +$343K +5,696 +6%
SIG
748
Schooner Investment Group
Pennsylvania
$5.98M – – –
MYAM
749
Meiji Yasuda Asset Management
Japan
$5.97M -$1.2M -19,912 -17%
CTC
750
Central Trust Company
Missouri
$5.93M +$73K +1,211 +1%
28 29
30
31 32