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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 %
K
901
Kemper
Illinois
$3.86M – – –
KCMRT
902
Kemper Corp Master Retirement Trust
Illinois
$3.86M – – –
JAM
903
Jolley Asset Management
North Carolina
$3.81M -$72.9K -1,211 -2%
FSC
904
Fiduciary Services Corp
Georgia
$3.79M -$15.5K -257 -0.4%
ECM
905
Evergreen Capital Management
Washington
$3.78M +$66K +1,095 +2%
ECM
906
ETrade Capital Management
Virginia
$3.78M -$249K -4,137 -6%
SCA
907
Stieven Capital Advisors
Missouri
$3.77M -$12K -200 -0.3%
WTB
908
Washington Trust Bank
Washington
$3.73M -$3.67M -60,888 -50%
LWCFA
909
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.73M -$146K -2,429 -4%
SIA
910
SeaBridge Investment Advisors
New Jersey
$3.73M -$40.2K -668 -1%
PGIM
911
Pacific Global Investment Management
California
$3.72M +$66.1K +1,098 +2%
RAM
912
Redmond Asset Management
Virginia
$3.72M -$76.7K -1,274 -2%
BPM
913
Bowling Portfolio Management
Ohio
$3.72M -$36.5K -606 -1%
FVCM
914
F&V Capital Management
Florida
$3.71M +$75.9K +1,260 +2%
ICOM
915
Investment Counselors of Maryland
Maryland
$3.7M +$18.1K +300 +0.5%
NCM
916
Nelson Capital Management
California
$3.68M +$127K +2,100 +4%
BP
917
BBR Partners
New York
$3.68M +$3.68M +61,069 New
SCM
918
Sterneck Capital Management
Missouri
$3.67M -$19.2K -319 -0.5%
FB
919
Fulton Bank
Pennsylvania
$3.67M -$22K -366 -0.6%
FMC
920
First Merchants Corp
Indiana
$3.66M -$85K -1,411 -2%
KG
921
Killen Group
Pennsylvania
$3.65M +$19.5K +323 +0.5%
NB
922
Norinchukin Bank
Japan
$3.65M +$626K +10,398 +21%
TF
923
Tompkins Financial
New York
$3.65M +$181 +3 +0%
SGDR
924
SPX Gestao de Recursos
Brazil
$3.63M -$3.46M -57,410 -49%
BCM
925
Blume Capital Management
California
$3.63M -$87.4K -1,450 -2%
35 36
37
38 39