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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
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 %
PRA
751
Parametric Risk Advisors
Connecticut
$5.61M – – –
CTC
752
Central Trust Company
Missouri
$5.6M -$25.6K -444 -0.5%
DY
753
Dowling & Yahnke
California
$5.6M +$17.1K +296 +0.3%
SSWM
754
Smith Salley Wealth Management
North Carolina
$5.57M +$1.54M +26,666 +38%
PIC
755
Portland Investment Counsel
Ontario, Canada
$5.55M +$5.55M +96,340 New
CRCM
756
Crystal Rock Capital Management
Illinois
$5.51M -$1.2M -20,853 -18%
HC
757
Highmount Capital
New York
$5.47M -$229K -3,970 -4%
ACI
758
Alpha Cubed Investments
California
$5.45M -$226K -3,920 -4%
WBG
759
Wharton Business Group
Pennsylvania
$5.45M +$3.3M +57,260 +154%
ATC
760
Argent Trust Company
Louisiana
$5.44M -$7.49K -130 -0.1%
CCM
761
Compton Capital Management
Rhode Island
$5.43M -$51.2K -889 -0.9%
IFB
762
iAB Financial Bank
Indiana
$5.43M +$5.76K +100 +0.1%
SC
763
SouthState Corp
Florida
$5.42M +$496K +8,604 +10%
CPS
764
Counsel Portfolio Services
Ontario, Canada
$5.41M -$1.47M -25,585 -21%
RAM
765
Riggs Asset Management
Pennsylvania
$5.36M -$16.1K -279 -0.3%
CCC
766
Cincinnati Casualty Company
Ohio
$5.36M – – –
CSUI
767
Cincinnati Specialty Underwriters Insurance
Ohio
$5.36M – – –
BAC
768
Boys Arnold & Co
North Carolina
$5.36M +$7.32K +127 +0.1%
WKWM
769
Walter & Keenan Wealth Management
Indiana
$5.34M -$86.3K -1,497 -2%
BBA
770
BLB&B Advisors
Pennsylvania
$5.32M -$17K -295 -0.3%
DG
771
Davidson & Garrard
Virginia
$5.32M +$42.1K +730 +0.8%
CWM
772
Calamos Wealth Management
Illinois
$5.3M -$97.9K -1,699 -2%
TCOV
773
Trust Company of Vermont
Vermont
$5.28M -$31.9K -554 -0.6%
BO
774
BRR OpCo
Ohio
$5.27M +$1.59M +27,600 +43%
OCM
775
Oakwood Capital Management
California
$5.26M +$497K +8,624 +10%
29 30
31
32 33