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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 %
MAM
926
Mizuho Asset Management
Japan
$3.29M +$356K +6,172 +12%
FA
927
Fagan Associates
New York
$3.26M -$13.8K -239 -0.4%
CIM
928
CIM Investment Management
Pennsylvania
$3.25M -$92.5K -1,605 -3%
HFM
929
Hartford Financial Management
Connecticut
$3.24M +$109K +1,900 +3%
KAH
930
Kathryn A. Hall
$3.23M +$3.23M +56,110 New
ECM
931
Everence Capital Management
Indiana
$3.22M – – –
ISB
932
Iowa State Bank
Iowa
$3.21M +$31.2K +541 +1%
DR
933
Davis Rea
Ontario, Canada
$3.21M +$260K +4,515 +9%
NCMW
934
Northern Capital Management (Wisconsin)
Wisconsin
$3.2M +$89.9K +1,560 +3%
AAM
935
AR Asset Management
California
$3.2M – – –
PCA
936
PL Capital Advisors
Florida
$3.2M – – –
ST
937
Semper Trust
Pennsylvania
$3.2M +$576 +10 +0%
NC
938
Northpointe Capital
Michigan
$3.19M +$1.1M +19,029 +52%
FLPIM
939
F.L. Putnam Investment Management
Massachusetts
$3.18M +$1.56K +27 +0%
MIM
940
Midwest Investment Management
Ohio
$3.17M -$51K -885 -2%
MFS
941
Monetta Financial Services
Illinois
$3.17M – – –
MP
942
Manifold Partners
California
$3.14M -$402K -6,972 -11%
CCMINC
943
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.14M +$66.1K +1,147 +2%
HRIA
944
Haberer Registered Investment Advisor
Ohio
$3.13M -$125K -2,165 -4%
CIA
945
Capital Investment Advisors
Georgia
$3.13M +$83K +1,441 +3%
BCMO
946
Buckingham Capital Management (Ohio)
Ohio
$3.12M +$41.1K +714 +1%
TIC
947
Trees Investment Counsel
Illinois
$3.1M -$41.8K -725 -1%
SCM
948
Stonebridge Capital Management
California
$3.1M +$1.97M +34,275 +176%
PAG
949
Private Advisor Group
New Jersey
$3.09M +$138K +2,391 +5%
AC
950
Amici Capital
New York
$3.07M – – –
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