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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 %
BCM
776
Bourgeon Capital Management
Connecticut
$5.26M +$658K +11,418 +14%
FMII
777
Farmers & Merchants Investments Inc
Nebraska
$5.2M -$1.96K -34 -0%
IC
778
InterOcean Capital
Illinois
$5.2M +$3.02M +52,470 +139%
LCM
779
Lomas Capital Management
New York
$5.19M -$22M -381,036 -81%
PI
780
PineBridge Investments
New York
$5.18M -$3.03M -52,576 -37%
LBG
781
Lloyds Banking Group
United Kingdom
$5.17M -$142M -2,465,221 -96%
KFC
782
Klingenstein Fields & Co
New York
$5.16M +$96.2K +1,670 +2%
TCM
783
Tran Capital Management
California
$5.14M +$742K +12,875 +17%
OSNBOA
784
Old Second National Bank of Aurora
Illinois
$5.14M +$176K +3,047 +4%
EWM
785
Evercore Wealth Management
New York
$5.13M +$173K +3,000 +3%
ACM
786
Apex Capital Management
Ohio
$5.11M -$137K -2,381 -3%
CA
787
Callahan Advisors
Texas
$5.08M +$152K +2,645 +3%
LD
788
Lipe & Dalton
New York
$5.07M -$81K -1,405 -2%
AA
789
Ancora Advisors
Ohio
$5.04M +$90.7K +1,574 +2%
M
790
MOTCO
Texas
$5.03M +$7.55K +131 +0.2%
FAAS
791
First Allied Advisory Services
California
$5.02M +$233K +4,030 +5%
HP
792
Hikari Power
Japan
$5.01M – – –
EOJOAM
793
E. Ohman J:or Asset Management
Sweden
$4.98M -$144K -2,500 -3%
DCM
794
Delta Capital Management
New Jersey
$4.98M – – –
CCMG
795
Clark Capital Management Group
Pennsylvania
$4.95M -$2.64M -45,766 -35%
WRM
796
Westport Resources Management
Connecticut
$4.94M +$158K +2,739 +3%
GJL
797
Gendell Jeffrey L
$4.93M -$8.36M -145,100 -63%
EB
798
Eastern Bank
Massachusetts
$4.93M +$3.63K +63 +0.1%
MC
799
Martin & Co
Tennessee
$4.91M +$62.5K +1,085 +1%
LTFS
800
Ladenburg Thalmann Financial Services
Florida
$4.87M +$192K +3,331 +4%
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32
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