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JPMorgan Chase
JPM

Overview Fund Activity

1,722 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 716 increasing their positions, 721 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
-7
Holders Change %
-0.4%
% of All Funds
49.77%
Holding in Top 10
430
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+6.7%
% of All Funds
12.43%
New
100
Increased
716
Reduced
721
Closed
87
Calls
$2.51B
Puts
$1.94B
Net Calls
+$572M
Net Calls Change
+$1.08B

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$6.01B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.92B
3
Ameriprise
3
Ameriprise
Minnesota
$2.73B
4
Dodge & Cox
4
Dodge & Cox
California
$1.06B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.4B

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Citigroup
2
Citigroup
New York
$227M
3
Invesco
3
Invesco
Georgia
$2.28B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.42B
5
DCM
5
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$412M -$2.88M -47,426 -0.7%
CA
77
Commerzbank Aktiengesellschaft
Germany
$407M +$33.9M +558,900 +9%
Swedbank
78
Swedbank
Sweden
$406M +$406M +6,709,853 New
Fidelity International
79
Fidelity International
Bermuda
$405M +$252M +4,146,986 +165%
Sanders Capital
80
Sanders Capital
Florida
$401M -$3.36M -55,300 -0.8%
Fayez Sarofim & Co
81
Fayez Sarofim & Co
Texas
$396M -$10M -164,975 -2%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$392M +$224M +3,685,076 +133%
BGIM
83
Brandywine Global Investment Management
Pennsylvania
$390M +$14.3M +236,341 +4%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$389M -$3.26M -53,726 -0.8%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$380M -$4M -65,953 -1%
DSA
86
Davis Selected Advisers
Arizona
$380M -$28M -460,919 -7%
PPA
87
Parametric Portfolio Associates
Washington
$377M -$251K -4,139 -0.1%
Jennison Associates
88
Jennison Associates
New York
$377M +$10.1M +167,052 +3%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$374M -$1.96M -32,300 -0.5%
TA
90
Teachers Advisors
New York
$367M +$59.8M +984,843 +19%
PP
91
Prudential plc
United Kingdom
$363M -$6.87M -113,166 -2%
Pzena Investment Management
92
Pzena Investment Management
New York
$356M -$8.9M -146,561 -2%
SP
93
Sarasin & Partners
United Kingdom
$354M +$14.8M +242,997 +4%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$344M -$43M -707,822 -11%
TG
95
TCW Group
California
$341M -$763K -12,567 -0.2%
Winslow Capital Management
96
Winslow Capital Management
Minnesota
$340M -$11.8M -193,545 -3%
MTB
97
Mizuho Trust & Banking
Japan
$330M -$3.86M -63,576 -1%
Capital International Investors
98
Capital International Investors
California
$327M -$73.8M -1,215,300 -18%
AIM
99
abrdn Investment Management
United Kingdom
$323M -$12.3M -202,216 -4%
Diamond Hill Capital Management
100
Diamond Hill Capital Management
Ohio
$306M +$10.7M +176,830 +4%
2 3
4
5 6