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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
1
Norges Bank
Norway
$3.47B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.1B
3
DSA
3
Davis Selected Advisers
Arizona
$641M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$273M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.05B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.83M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
MCM
4
Moore Capital Management
New York
$1.46M
5
TCIM
5
TIAA CREF Investment Management
New York
$888M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$398M +$27.7M +481,270 +7%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$394M +$24.6M +427,519 +7%
IG
78
ING Group
Netherlands
$394M -$29.4M -511,188 -7%
PP
79
Prudential plc
United Kingdom
$389M +$44.3M +768,721 +13%
Capital International Investors
80
Capital International Investors
California
$368M +$57.4M +995,700 +18%
Fayez Sarofim & Co
81
Fayez Sarofim & Co
Texas
$366M -$10.1M -174,526 -3%
Pzena Investment Management
82
Pzena Investment Management
New York
$361M +$23.5M +408,511 +7%
PPA
83
Parametric Portfolio Associates
Washington
$357M -$1.17M -20,239 -0.3%
Fidelity International
84
Fidelity International
Bermuda
$356M -$27.6M -479,593 -7%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$351M -$10.3M -178,805 -3%
SC
86
Sculptor Capital
New York
$343M -$89M -1,544,528 -21%
SP
87
Sarasin & Partners
United Kingdom
$335M -$1.1M -19,103 -0.3%
IGIM
88
I.G. Investment Management
Manitoba, Canada
$334M +$56.2M +976,123 +20%
Principal Financial Group
89
Principal Financial Group
Iowa
$325M -$73.6M -1,277,379 -18%
CIP
90
Cornerstone Investment Partners
Georgia
$325M +$56.8M +986,155 +21%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$324M -$2.31M -40,047 -0.7%
TA
92
Teachers Advisors
New York
$318M -$29.7M -516,228 -9%
Ninety One (UK)
93
Ninety One (UK)
United Kingdom
$313M +$23.6M +409,968 +8%
MTB
94
Mizuho Trust & Banking
Japan
$313M -$483K -8,377 -0.2%
Diamond Hill Capital Management
95
Diamond Hill Capital Management
Ohio
$307M +$15.9M +275,795 +5%
TG
96
TCW Group
California
$304M -$19.2M -332,385 -6%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$303M +$23.3M +404,490 +8%
Jennison Associates
98
Jennison Associates
New York
$300M -$57.6M -1,000,381 -16%
CA
99
Commerzbank Aktiengesellschaft
Germany
$291M -$95.8M -1,661,839 -25%
Robeco Institutional Asset Management
100
Robeco Institutional Asset Management
Netherlands
$280M +$23.4M +405,396 +9%
2 3
4
5 6