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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 %
SDJVC
926
St. Denis J. Villere & Co
Louisiana
$3.62M -$3.83M -63,602 -51%
CFC
927
Cincinnati Financial Corp
Ohio
$3.61M – – –
MC
928
Moors & Cabot
Massachusetts
$3.61M +$204K +3,625 +6%
Mariner
929
Mariner
Kansas
$3.58M -$755K -12,533 -17%
MA
930
Montag & Associates
Georgia
$3.57M -$89.6K -1,487 -2%
FCM
931
Frontier Capital Management
Massachusetts
$3.52M +$45.8K +760 +1%
FA
932
Fagan Associates
New York
$3.5M +$93.7K +1,555 +3%
1GA
933
1st Global Advisors
Texas
$3.5M -$9.04K -150 -0.3%
Carson Wealth (CWM LLC)
934
Carson Wealth (CWM LLC)
Nebraska
$3.5M +$2.99M +49,685 +597%
UFG
935
United Fire Group
Iowa
$3.48M – – –
FLPIM
936
F.L. Putnam Investment Management
Massachusetts
$3.46M +$131K +2,179 +4%
CBU
937
CIBC Bank USA
Illinois
$3.46M -$103K -1,709 -3%
RIG
938
Roosevelt Investment Group
New York
$3.45M +$238K +3,949 +7%
ISB
939
Iowa State Bank
Iowa
$3.43M +$71.4K +1,185 +2%
CIC
940
Carnegie Investment Counsel
Ohio
$3.42M +$1.78M +29,592 +109%
HFM
941
Hartford Financial Management
Connecticut
$3.4M +$5.78K +96 +0.2%
WC
942
Woodstock Corp
Massachusetts
$3.39M -$65.4K -1,086 -2%
SC
943
Saiers Capital
New York
$3.37M +$3.08M +51,083 +1,039%
BCMO
944
Buckingham Capital Management (Ohio)
Ohio
$3.35M +$89.3K +1,483 +3%
JWBC
945
J.W. Burns & Co
New York
$3.35M -$189K -3,144 -5%
PCA
946
PL Capital Advisors
Florida
$3.34M – – –
CCMINC
947
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.34M +$60.8K +1,010 +2%
EFS
948
Essex Financial Services
Connecticut
$3.34M -$109K -1,811 -3%
AAM
949
AR Asset Management
California
$3.34M -$6.02K -100 -0.2%
NCMW
950
Northern Capital Management (Wisconsin)
Wisconsin
$3.34M -$10.5K -175 -0.3%
36 37
38
39 40