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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 %
DY
751
Dowling & Yahnke
California
$5.89M +$38.6K +641 +0.7%
SCM
752
Suffolk Capital Management
New York
$5.8M -$1.14M -18,972 -16%
WBG
753
Wharton Business Group
Pennsylvania
$5.8M +$103K +1,705 +2%
PRA
754
Parametric Risk Advisors
Connecticut
$5.78M -$78.3K -1,300 -1%
CWM
755
Calamos Wealth Management
Illinois
$5.77M +$221K +3,672 +4%
OCM
756
Oakwood Capital Management
California
$5.76M +$257K +4,273 +5%
EWM
757
Evercore Wealth Management
New York
$5.76M +$399K +6,631 +7%
HTI
758
Hikari Tsushin Inc
Japan
$5.72M -$175K -2,900 -3%
IFB
759
iAB Financial Bank
Indiana
$5.67M – – –
CTA
760
Chesley Taft & Associates
Illinois
$5.66M -$575K -9,545 -9%
CEI
761
Clark Estates Inc
New York
$5.65M -$21.7M -359,933 -79%
TCOV
762
Trust Company of Vermont
Vermont
$5.65M +$132K +2,183 +2%
FMII
763
Farmers & Merchants Investments Inc
Nebraska
$5.65M +$213K +3,542 +4%
RAM
764
Riggs Asset Management
Pennsylvania
$5.62M +$13.7K +228 +0.2%
Nomura Holdings
765
Nomura Holdings
Japan
$5.62M -$5.48M -92,062 -49%
BBA
766
BLB&B Advisors
Pennsylvania
$5.62M +$57.1K +947 +1%
CCC
767
Cincinnati Casualty Company
Ohio
$5.6M – – –
CSUI
768
Cincinnati Specialty Underwriters Insurance
Ohio
$5.6M – – –
CFA
769
Carroll Financial Associates
North Carolina
$5.59M -$530K -8,635 -9%
HC
770
Highmount Capital
New York
$5.58M -$139K -2,315 -2%
ACM
771
Apex Capital Management
Ohio
$5.57M +$226K +3,749 +4%
DG
772
Davidson & Garrard
Virginia
$5.56M +$241 +4 +0%
BCM
773
Bourgeon Capital Management
Connecticut
$5.55M +$53.3K +885 +1%
ACI
774
Alpha Cubed Investments
California
$5.52M -$180K -2,988 -3%
ATC
775
Argent Trust Company
Louisiana
$5.49M -$202K -3,346 -4%
29 30
31
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