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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 %
CCS
951
Crosspoint Capital Strategies
California
$3.07M +$355K +5,994 +13%
RIG
952
Roosevelt Investment Group
New York
$3.07M +$64K +1,111 +2%
ZCA
953
Zeke Capital Advisors
Pennsylvania
$3.06M +$3.75K +65 +0.1%
SWP
954
Stratos Wealth Partners
Ohio
$3.04M +$3.04M +52,675 New
Millennium Management
955
Millennium Management
New York
$3.03M -$8.6M -149,329 -74%
IMOV
956
Investment Management of Virginia
Virginia
$3M -$10.1K -175 -0.3%
FIG
957
Fortress Investment Group
New York
$3M +$3M +52,000 New
AL
958
Agran Libbie
California
$2.99M +$84.8K +1,472 +3%
CA
959
CapWealth Advisors
Tennessee
$2.99M -$556K -9,653 -16%
BIC
960
Bridges Investment Counsel
Nebraska
$2.96M +$153K +2,650 +5%
NPF
961
Norris Perne & French
Michigan
$2.96M +$39.4K +683 +1%
Tudor Investment Corp
962
Tudor Investment Corp
Connecticut
$2.95M +$798K +13,855 +37%
NMIFOAC
963
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.94M – – –
PCM
964
Princeton Capital Management
New Jersey
$2.94M +$271K +4,704 +10%
RC
965
RBF Capital
California
$2.94M – – –
SAM
966
Shamrock Asset Management
Texas
$2.94M +$34.8K +604 +1%
FA
967
FMA Advisory
Pennsylvania
$2.92M +$9.85K +171 +0.3%
RMDI
968
R.M. Davis Inc
Maine
$2.9M -$545K -9,467 -16%
NB
969
Norinchukin Bank
Japan
$2.89M -$919K -15,950 -24%
CIA
970
CCM Investment Advisers
South Carolina
$2.89M -$16.1M -279,540 -85%
ACJ
971
Autonomy Capital (Jersey)
Jersey
$2.88M – – –
PSI
972
Pinnacle Summer Investments
Virginia
$2.87M -$1.29M -21,817 -31%
FM
973
Forward Management
California
$2.86M -$75.5K -1,314 -3%
ITIM
974
Indiana Trust & Investment Management
Indiana
$2.86M -$14.1K -245 -0.5%
SACTSONJ
975
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.85M – – –
37 38
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