JPM icon

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 %
KFS
851
KMS Financial Services
Washington
$4.52M +$407K +6,763 +10%
SIC
852
Sigma Investment Counselors
Michigan
$4.51M +$43.1K +715 +1%
NPIT
853
National Penn Investors Trust
Pennsylvania
$4.48M -$19K -315 -0.4%
CIM
854
CenturyLink Investment Management
Colorado
$4.47M -$451K -7,487 -9%
III
855
Independent Investors Inc
New York
$4.46M -$3.01K -50 -0.1%
GGPE
856
Golden Gate Private Equity
California
$4.44M – – –
PIM
857
Profit Investment Management
Maryland
$4.4M – – –
CI
858
Constellation Investments
Ohio
$4.39M +$48.2K +800 +1%
IC
859
InterOcean Capital
Illinois
$4.36M -$1.07M -17,779 -20%
PPCM
860
Pillar Pacific Capital Management
California
$4.36M -$656K -10,893 -13%
BHWM
861
Bar Harbor Wealth Management
New Hampshire
$4.35M -$110K -1,827 -2%
YP
862
Yellowstone Partners
Idaho
$4.35M +$4.06M +67,374 +1,405%
QI
863
Quotient Investors
New York
$4.34M – – –
SC
864
Schulhoff & Co
Ohio
$4.3M -$139K -2,314 -3%
FCT
865
Family Capital Trust
Massachusetts
$4.29M +$140K +2,325 +3%
CMBA
866
C.M. Bidwell & Associates
Hawaii
$4.27M +$4.27M +70,890 New
JIC
867
Johnson Investment Counsel
Ohio
$4.26M -$77.4K -1,285 -2%
SFS
868
Strategic Financial Services
New York
$4.24M +$77.7K +1,290 +2%
QIM
869
Quantitative Investment Management
Virginia
$4.23M +$3.68M +61,100 +671%
AIP
870
Ameritas Investment Partners
Nebraska
$4.2M -$283K -4,697 -6%
BWAM
871
Boyd Watterson Asset Management
Ohio
$4.19M -$4.28K -71 -0.1%
SSB
872
Sandy Spring Bank
Maryland
$4.17M +$37.4K +621 +0.9%
OWD
873
Osborn Williams & Donohoe
Ohio
$4.16M -$76.9K -1,277 -2%
DWA
874
Douglass Winthrop Advisors
New York
$4.16M +$59K +980 +1%
PAM
875
PartnerRe Asset Management
Connecticut
$4.15M -$701K -11,635 -14%
33 34
35
36 37