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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 %
BT
901
Bankers Trust
Iowa
$3.55M +$133K +2,304 +4%
BIM
902
Bridges Investment Management
Nebraska
$3.54M +$190K +3,301 +6%
FB
903
Fulton Bank
Pennsylvania
$3.53M -$18.7K -325 -0.5%
SCM
904
Sterneck Capital Management
Missouri
$3.53M -$253K -4,387 -7%
EVM
905
Evelyn V. Moreno
$3.52M +$188K +3,260 +6%
ICOM
906
Investment Counselors of Maryland
Maryland
$3.52M – – –
MA
907
Montag & Associates
Georgia
$3.5M +$28.9K +502 +0.8%
PGIM
908
Pacific Global Investment Management
California
$3.5M +$80.9K +1,404 +2%
MC
909
Moors & Cabot
Massachusetts
$3.5M +$566K +9,779 +19%
TF
910
Tompkins Financial
New York
$3.49M -$210K -3,638 -6%
FVCM
911
F&V Capital Management
Florida
$3.48M +$75.2K +1,305 +2%
KG
912
Killen Group
Pennsylvania
$3.48M -$13.3M -230,277 -79%
CIM
913
Calvert Investment Management
Maryland
$3.46M +$658K +11,417 +23%
CFC
914
Cincinnati Financial Corp
Ohio
$3.46M – – –
DSI
915
Daiwa SB Investments
Japan
$3.44M -$12.7M -219,760 -79%
CBU
916
CIBC Bank USA
Illinois
$3.41M -$499K -8,659 -13%
NCM
917
Nelson Capital Management
California
$3.4M +$164K +2,854 +5%
JWBC
918
J.W. Burns & Co
New York
$3.39M +$217K +3,762 +7%
1GA
919
1st Global Advisors
Texas
$3.36M +$263K +4,560 +8%
BBHC
920
Brown Brothers Harriman & Co
New York
$3.33M -$416K -7,220 -11%
UFG
921
United Fire Group
Iowa
$3.33M – – –
FCM
922
Frontier Capital Management
Massachusetts
$3.33M -$416K -7,225 -11%
MPIA
923
Mountain Pacific Investment Advisers
Idaho
$3.32M -$52.4K -910 -2%
WC
924
Woodstock Corp
Massachusetts
$3.3M – – –
EFS
925
Essex Financial Services
Connecticut
$3.3M +$5.88K +102 +0.2%
35 36
37
38 39