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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 %
CL
851
CFS LLC
Oklahoma
$4.19M +$119K +2,058 +3%
CI
852
Constellation Investments
Ohio
$4.16M +$69.1K +1,200 +2%
JIC
853
Johnson Investment Counsel
Ohio
$4.15M -$179K -3,105 -4%
QI
854
Quotient Investors
New York
$4.15M -$4.55K -79 -0.1%
Mariner
855
Mariner
Kansas
$4.14M +$565K +9,805 +16%
EIM
856
Emerson Investment Management
Massachusetts
$4.08M +$3.42M +59,400 +521%
OCAM
857
Onex Canada Asset Management
Ontario, Canada
$4.08M +$58.8K +1,020 +1%
BII
858
Baring International Investment
United Kingdom
$4.04M -$118K -2,056 -3%
BWAM
859
Boyd Watterson Asset Management
Ohio
$4.01M -$654K -11,351 -14%
SFS
860
Strategic Financial Services
New York
$3.98M +$662K +11,485 +20%
FCT
861
Family Capital Trust
Massachusetts
$3.97M +$59.1K +1,025 +2%
SSB
862
Sandy Spring Bank
Maryland
$3.95M +$53.2K +924 +1%
KFS
863
KMS Financial Services
Washington
$3.93M +$8.53K +148 +0.2%
OWD
864
Osborn Williams & Donohoe
Ohio
$3.93M +$42.1K +755 +1%
DWA
865
Douglass Winthrop Advisors
New York
$3.93M -$10.5K -183 -0.3%
FMLI
866
Fukoku Mutual Life Insurance
Japan
$3.91M +$957K +16,600 +32%
PAIM
867
Punch & Associates Investment Management
Minnesota
$3.88M +$2.54K +44 +0.1%
OH
868
Orbis Holdings
Bermuda
$3.87M -$88.5K -1,536 -2%
GCM
869
Garland Capital Management
Washington
$3.87M – – –
BOC
870
Barbara Oil Co
Illinois
$3.86M – – –
DA
871
Denali Advisors
California
$3.86M +$144K +2,500 +4%
UF
872
Univest Financial
Pennsylvania
$3.85M +$12.2K +211 +0.3%
ECM
873
ETrade Capital Management
Virginia
$3.85M +$51.9K +901 +1%
CA
874
Cullinan Associates
Kentucky
$3.85M -$2.8M -53,095 -42%
BMO
875
Beck Mack & Oliver
New York
$3.84M +$1.41M +24,483 +58%
33 34
35
36 37