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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 %
MCM
801
Murphy Capital Management
New Jersey
$4.84M +$92.2K +1,600 +2%
DLG
802
Daniel L. Goodwin
$4.83M – – –
NCM
803
Narwhal Capital Management
Georgia
$4.82M -$5.76K -100 -0.1%
PPCM
804
Pillar Pacific Capital Management
California
$4.8M -$101K -1,756 -2%
P
805
Pitcairn
Pennsylvania
$4.78M -$302K -5,243 -6%
OMCS
806
Old Mutual Customised Solutions
South Africa
$4.78M -$173K -3,000 -3%
AL
807
Airain Ltd
Guernsey
$4.73M +$4.01M +69,660 +558%
GA
808
GFS Advisors
Texas
$4.73M +$3.71M +64,400 +366%
MMCM
809
Marque Millennium Capital Management
New York
$4.72M – – –
WCM
810
Wisconsin Capital Management
Wisconsin
$4.71M -$80.7K -1,400 -2%
ANBT
811
American National Bank & Trust
Texas
$4.71M -$47.8K -830 -1%
ANTB
812
AMG National Trust Bank
Colorado
$4.71M +$33.1K +574 +0.7%
CIM
813
CenturyLink Investment Management
Colorado
$4.71M – – –
GCA
814
Greenwood Capital Associates
South Carolina
$4.7M -$5.99K -104 -0.1%
SNT
815
Security National Trust
West Virginia
$4.68M -$72.2K -1,253 -2%
BONST
816
Bank of Nova Scotia Trust
Ontario, Canada
$4.66M +$254K +4,413 +6%
FA
817
FDx Advisors
Illinois
$4.65M +$1.89M +32,718 +68%
SHA
818
Smith Hayes Advisers
Nebraska
$4.64M +$17.6K +305 +0.4%
PAM
819
PartnerRe Asset Management
Connecticut
$4.64M -$636K -11,042 -12%
MC
820
Mathes Company
New York
$4.64M +$92.2K +1,600 +2%
ST
821
Stifel Trust
Missouri
$4.62M -$120K -2,084 -3%
CIS
822
Connors Investor Services
Pennsylvania
$4.6M -$35.7K -620 -0.8%
DPIM
823
Duff & Phelps Investment Management
Illinois
$4.56M +$47.8K +830 +1%
PFP
824
Pinnacle Financial Partners
Tennessee
$4.56M +$260K +4,505 +6%
SGCA
825
Steel Grove Capital Advisors
Tennessee
$4.53M +$1.96K +34 +0%
31 32
33
34 35