JPM icon

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 %
JPMorgan Chase & Co
876
JPMorgan Chase & Co
New York
$3.83M -$412M -6,791,213 Closed
RIM
877
Regent Investment Management
Kentucky
$3.82M +$52.8K +916 +1%
NIS
878
National Investment Services
Wisconsin
$3.81M – – –
TCA
879
Teewinot Capital Advisers
New York
$3.78M – – –
ACM
880
Alpha Capital Management
Texas
$3.75M +$29.4K +511 +0.8%
SAMT
881
Select Asset Management & Trust
Pennsylvania
$3.75M +$864K +15,000 +30%
JAM
882
Jolley Asset Management
North Carolina
$3.72M -$127K -2,206 -3%
LWCFA
883
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.71M +$63.1K +1,095 +2%
CFA
884
Capstone Financial Advisors
Illinois
$3.69M -$49K -850 -1%
K
885
Kemper
Illinois
$3.69M – – –
KCMRT
886
Kemper Corp Master Retirement Trust
Illinois
$3.69M – – –
AC
887
Alley Company
Illinois
$3.68M -$221K -3,840 -6%
ECM
888
Exchange Capital Management
Michigan
$3.66M +$45.2K +785 +1%
FSC
889
Fiduciary Services Corp
Georgia
$3.64M -$57.8K -1,004 -2%
RAM
890
Redmond Asset Management
Virginia
$3.63M -$126K -2,181 -3%
MCA
891
Metropolitan Capital Advisors
New York
$3.63M +$955K +16,567 +36%
AC
892
Addenda Capital
Quebec, Canada
$3.63M -$2.21M -38,387 -38%
SCA
893
Stieven Capital Advisors
Missouri
$3.61M -$17.3K -300 -0.5%
SIA
894
SeaBridge Investment Advisors
New Jersey
$3.6M +$17.2K +298 +0.5%
BPM
895
Bowling Portfolio Management
Ohio
$3.59M -$5.55M -96,324 -61%
FMC
896
First Merchants Corp
Indiana
$3.58M -$36.6K -635 -1%
Two Sigma Advisers
897
Two Sigma Advisers
New York
$3.57M +$3.57M +62,017 New
SHGA
898
Sand Hill Global Advisors
California
$3.56M +$142K +2,470 +4%
BCM
899
Blume Capital Management
California
$3.56M -$164K -2,850 -4%
ECM
900
Evergreen Capital Management
Washington
$3.55M +$8.47K +147 +0.2%
34 35
36
37 38