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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 %
DCM
801
Delta Capital Management
New Jersey
$5.17M -$36.7K -610 -0.7%
LTFS
802
Ladenburg Thalmann Financial Services
Florida
$5.16M +$64.7K +1,075 +1%
GJL
803
Gendell Jeffrey L
$5.16M – – –
PI
804
PineBridge Investments
New York
$5.15M -$264K -4,382 -5%
ICM
805
ICC Capital Management
Florida
$5.12M -$13.8M -229,625 -73%
MCM
806
Murphy Capital Management
New Jersey
$5.09M +$31.6K +525 +0.6%
BONST
807
Bank of Nova Scotia Trust
Ontario, Canada
$5.08M +$202K +3,357 +4%
Tudor Investment Corp
808
Tudor Investment Corp
Connecticut
$5.07M +$1.99M +33,045 +65%
CIS
809
Connors Investor Services
Pennsylvania
$5.06M +$249K +4,130 +5%
P
810
Pitcairn
Pennsylvania
$5.05M +$55.2K +917 +1%
FIG
811
Fortress Investment Group
New York
$5.05M +$1.92M +31,800 +61%
DLG
812
Daniel L. Goodwin
$5.05M – – –
NCM
813
Narwhal Capital Management
Georgia
$5.04M – – –
BAM
814
Baring Asset Management
United Kingdom
$5.04M +$5.04M +83,683 New
ST
815
Sentinel Trust
Texas
$5M +$263K +4,370 +6%
CANY
816
Caxton Associates (New York)
New York
$4.98M +$4.98M +82,600 New
LBG
817
Lloyds Banking Group
United Kingdom
$4.97M -$436K -7,240 -8%
MMCM
818
Marque Millennium Capital Management
New York
$4.93M – – –
FNFDCM
819
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.9M +$174K +2,890 +4%
BIM
820
BRC Investment Management
Colorado
$4.9M +$4.9M +81,280 New
SHA
821
Smith Hayes Advisers
Nebraska
$4.88M +$23.2K +385 +0.5%
WCM
822
Wisconsin Capital Management
Wisconsin
$4.87M -$60.2K -1,000 -1%
ANBT
823
American National Bank & Trust
Texas
$4.87M -$58.9K -978 -1%
MC
824
Mathes Company
New York
$4.84M -$8.43K -140 -0.2%
PCM
825
PAR Capital Management
Massachusetts
$4.82M -$3.61M -60,000 -43%
31 32
33
34 35