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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 %
FMLI
876
Fukoku Mutual Life Insurance
Japan
$4.09M – – –
SNT
877
Security National Trust
West Virginia
$4.07M -$817K -13,555 -17%
GCA
878
Greenwood Capital Associates
South Carolina
$4.07M -$845K -14,030 -17%
BMO
879
Beck Mack & Oliver
New York
$4.04M +$23.8K +395 +0.6%
BOC
880
Barbara Oil Co
Illinois
$4.04M – – –
BIM
881
Bridges Investment Management
Nebraska
$4.03M +$332K +5,512 +9%
PAIM
882
Punch & Associates Investment Management
Minnesota
$4.03M -$21K -348 -0.5%
DA
883
Denali Advisors
California
$4.03M – – –
SHGA
884
Sand Hill Global Advisors
California
$4.02M +$297K +4,936 +8%
MAM
885
Mizuho Asset Management
Japan
$4M +$560K +9,297 +16%
PAG
886
Private Advisor Group
New Jersey
$3.99M +$768K +12,745 +24%
NIS
887
National Investment Services
Wisconsin
$3.99M +$4.46K +74 +0.1%
ACM
888
Alpha Capital Management
Texas
$3.99M +$65.9K +1,094 +2%
CL
889
CFS LLC
Oklahoma
$3.99M -$392K -6,512 -9%
RTIM
890
Round Table Investment Management
North Carolina
$3.98M +$3.98M +66,000 New
GCM
891
Garland Capital Management
Washington
$3.97M -$69.3K -1,150 -2%
AC
892
Addenda Capital
Quebec, Canada
$3.96M +$164K +2,730 +4%
EVM
893
Evelyn V. Moreno
$3.96M +$275K +4,565 +7%
TCA
894
Teewinot Capital Advisers
New York
$3.96M – – –
UF
895
Univest Financial
Pennsylvania
$3.94M -$92.2K -1,531 -2%
OCM
896
Otter Creek Management
Florida
$3.93M -$508K -8,440 -11%
AC
897
Alley Company
Illinois
$3.93M +$77.1K +1,280 +2%
RIM
898
Regent Investment Management
Kentucky
$3.9M -$91.5K -1,518 -2%
ECM
899
Exchange Capital Management
Michigan
$3.89M +$60.2K +1,000 +2%
CFA
900
Capstone Financial Advisors
Illinois
$3.87M +$5.96K +99 +0.2%
34 35
36
37 38