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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 %
RJA
826
Robshaw & Julian Associates
New York
$4.81M +$217K +3,600 +5%
AF
827
Arrow Financial
New York
$4.81M +$144K +2,383 +3%
WKWM
828
Walter & Keenan Wealth Management
Indiana
$4.79M -$786K -13,045 -14%
ST
829
Stifel Trust
Missouri
$4.76M -$78.3K -1,299 -2%
OMCS
830
Old Mutual Customised Solutions
South Africa
$4.74M -$253K -4,200 -5%
FM
831
Foster & Motley
Ohio
$4.73M +$9.22K +153 +0.2%
FAAS
832
First Allied Advisory Services
California
$4.71M -$515K -8,571 -10%
HVIA
833
Hudson Valley Investment Advisors
New York
$4.7M +$123K +2,046 +3%
AIC
834
Argus Investors Counsel
New York
$4.69M -$21.1K -350 -0.4%
CC
835
ClearArc Capital
Ohio
$4.68M -$1.3M -21,543 -22%
DSI
836
Daiwa SB Investments
Japan
$4.67M +$1.07M +17,700 +30%
HIM
837
Hermes Investment Management
United Kingdom
$4.66M – – –
PFP
838
Pinnacle Financial Partners
Tennessee
$4.66M -$108K -1,798 -2%
CTA
839
Colonial Trust Advisors
South Carolina
$4.65M -$64.8K -1,075 -1%
MCMT
840
Moon Capital Management (Tennessee)
Tennessee
$4.63M -$44.9K -746 -1%
BAM
841
Boyar Asset Management
New York
$4.63M +$70.3K +1,167 +2%
MC
842
MRJ Capital
New York
$4.62M – – –
MCA
843
Metropolitan Capital Advisors
New York
$4.6M +$807K +13,400 +21%
CA
844
Cornerstone Advisors
North Carolina
$4.6M – – –
ANTB
845
AMG National Trust Bank
Colorado
$4.59M -$330K -5,476 -7%
SGCA
846
Steel Grove Capital Advisors
Tennessee
$4.59M -$148K -2,464 -3%
SAM
847
Selway Asset Management
$4.58M -$1.3M -21,500 -22%
DLCIG
848
D.L. Carlson Investment Group
New Hampshire
$4.57M +$15.7K +260 +0.3%
CW
849
Cabot-Wellington
Massachusetts
$4.54M +$73.8K +1,225 +2%
DPIM
850
Duff & Phelps Investment Management
Illinois
$4.53M -$240K -3,980 -5%
32 33
34
35 36