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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 %
ECM
951
Everence Capital Management
Indiana
$3.32M – – –
MFS
952
Monetta Financial Services
Illinois
$3.31M – – –
SWP
953
Stratos Wealth Partners
Ohio
$3.28M +$110K +1,824 +3%
CIM
954
CIM Investment Management
Pennsylvania
$3.24M -$158K -2,622 -5%
TIC
955
Trees Investment Counsel
Illinois
$3.24M – – –
CIA
956
Capital Investment Advisors
Georgia
$3.23M -$34.8K -578 -1%
SCM
957
Stonebridge Capital Management
California
$3.23M -$6.03K -100 -0.2%
SCA
958
Stonebridge Capital Advisors
Minnesota
$3.22M +$392K +6,510 +14%
AC
959
Amici Capital
New York
$3.21M – – –
MIM
960
Midwest Investment Management
Ohio
$3.2M -$112K -1,865 -3%
NAMA
961
Nikko Asset Management Americas
New York
$3.18M +$1.86M +30,800 +141%
PRC
962
Platte River Capital
Colorado
$3.17M -$2.79M -46,330 -47%
AL
963
Agran Libbie
California
$3.12M -$3.49K -58 -0.1%
NPF
964
Norris Perne & French
Michigan
$3.11M +$19.5K +324 +0.6%
WCM
965
Washington Capital Management
Washington
$3.09M +$285K +4,735 +10%
CM
966
Churchill Management
California
$3.08M +$3.08M +51,139 New
IMOV
967
Investment Management of Virginia
Virginia
$3.08M -$54.2K -900 -2%
HRIA
968
Haberer Registered Investment Advisor
Ohio
$3.08M -$196K -3,255 -6%
NMIFOAC
969
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.08M – – –
RC
970
RBF Capital
California
$3.07M – – –
CCS
971
Crosspoint Capital Strategies
California
$3.06M -$64.3K -1,067 -2%
BBHC
972
Brown Brothers Harriman & Co
New York
$3.05M -$431K -7,154 -12%
BIC
973
Bridges Investment Counsel
Nebraska
$3.05M -$46.7K -775 -2%
LW
974
Linscomb Wealth
Texas
$3.05M +$206K +3,417 +7%
TNB
975
Thomasville National Bank
Georgia
$3.05M +$88.9K +1,475 +3%
37 38
39
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