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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 %
PIA
776
Piedmont Investment Advisors
North Carolina
$5.48M -$915K -15,189 -14%
CCM
777
Compton Capital Management
Rhode Island
$5.48M -$202K -3,360 -4%
KFC
778
Klingenstein Fields & Co
New York
$5.4M +$7.83K +130 +0.1%
WRM
779
Westport Resources Management
Connecticut
$5.38M +$212K +3,522 +4%
Envestnet Asset Management
780
Envestnet Asset Management
Illinois
$5.38M +$3.73M +61,961 +227%
CA
781
Callahan Advisors
Texas
$5.38M +$63K +1,045 +1%
OSNBOA
782
Old Second National Bank of Aurora
Illinois
$5.36M -$13.6K -226 -0.3%
CRCM
783
Crystal Rock Capital Management
Illinois
$5.34M -$422K -7,000 -7%
ACM
784
Aviance Capital Management
Florida
$5.34M +$4.83M +80,138 +947%
EB
785
Eastern Bank
Massachusetts
$5.33M +$181K +3,000 +4%
PIC
786
Portland Investment Counsel
Ontario, Canada
$5.31M -$27.7K -500 -0.5%
NC
787
Northpointe Capital
Michigan
$5.31M +$1.98M +32,820 +59%
AA
788
Ancora Advisors
Ohio
$5.31M +$40.6K +674 +0.8%
EOJOAM
789
E. Ohman J:or Asset Management
Sweden
$5.3M +$96.4K +1,600 +2%
M
790
MOTCO
Texas
$5.29M +$37.3K +619 +0.7%
AWCI
791
Alpine Woods Capital Investors
New York
$5.29M -$337K -5,600 -6%
TCM
792
Tran Capital Management
California
$5.29M -$93.4K -1,550 -2%
BAC
793
Boys Arnold & Co
North Carolina
$5.28M -$323K -5,355 -6%
BO
794
BRR OpCo
Ohio
$5.26M -$244K -4,048 -4%
EIM
795
Emerson Investment Management
Massachusetts
$5.26M +$993K +16,477 +23%
RGI
796
River Global Investors
United Kingdom
$5.26M +$2.6M +43,114 +98%
LD
797
Lipe & Dalton
New York
$5.25M -$57.2K -950 -1%
HP
798
Hikari Power
Japan
$5.24M – – –
FA
799
FDx Advisors
Illinois
$5.2M +$341K +5,665 +7%
MC
800
Martin & Co
Tennessee
$5.18M +$46K +763 +0.9%
30 31
32
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