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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 %
ST
826
Sentinel Trust
Texas
$4.53M +$359K +6,223 +9%
FNFDCM
827
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.52M +$307K +5,327 +7%
FM
828
Foster & Motley
Ohio
$4.52M -$279K -4,847 -6%
CTA
829
Colonial Trust Advisors
South Carolina
$4.51M -$98K -1,700 -2%
AIC
830
Argus Investors Counsel
New York
$4.5M – – –
MCMT
831
Moon Capital Management (Tennessee)
Tennessee
$4.47M +$723K +12,547 +19%
AF
832
Arrow Financial
New York
$4.46M +$17K +295 +0.4%
HIM
833
Hermes Investment Management
United Kingdom
$4.45M -$198K -3,428 -4%
MC
834
MRJ Capital
New York
$4.42M +$115K +2,000 +3%
CA
835
Cornerstone Advisors
North Carolina
$4.4M – – –
RJA
836
Robshaw & Julian Associates
New York
$4.4M -$610K -10,583 -12%
VKH
837
Virtu KCG Holdings
New York
$4.38M -$1.11M -19,282 -20%
HVIA
838
Hudson Valley Investment Advisors
New York
$4.38M -$243K -4,225 -5%
BAM
839
Boyar Asset Management
New York
$4.36M -$69.2K -1,200 -2%
DLCIG
840
D.L. Carlson Investment Group
New Hampshire
$4.36M -$61.1K -1,060 -1%
NPIT
841
National Penn Investors Trust
Pennsylvania
$4.31M +$174K +3,018 +4%
AIP
842
Ameritas Investment Partners
Nebraska
$4.29M -$39.8K -690 -0.9%
SIC
843
Sigma Investment Counselors
Michigan
$4.27M -$33.1K -575 -0.8%
BHWM
844
Bar Harbor Wealth Management
New Hampshire
$4.27M -$90.8K -1,576 -2%
CW
845
Cabot-Wellington
Massachusetts
$4.27M +$2.01M +34,850 +89%
III
846
Independent Investors Inc
New York
$4.27M -$17.3K -300 -0.4%
SC
847
Schulhoff & Co
Ohio
$4.25M +$83.2K +1,443 +2%
GGPE
848
Golden Gate Private Equity
California
$4.25M +$1.05M +18,198 +33%
OCM
849
Otter Creek Management
Florida
$4.24M +$738K +12,800 +21%
PIM
850
Profit Investment Management
Maryland
$4.21M +$12.1K +210 +0.3%
32 33
34
35 36