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JPMorgan Chase
JPM

Overview Fund Activity

1,812 hedge funds and large institutions have $174B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 665 increasing their positions, 744 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+119
Holders Change %
+7.03%
% of All Funds
48.36%
Holding in Top 10
391
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.42%
% of All Funds
10.44%
New
199
Increased
665
Reduced
744
Closed
59
Calls
$2.98B
Puts
$2.61B
Net Calls
+$366M
Net Calls Change
-$537M

Top Buyers

1
GA
Greenhaven Associates
New York
$465M
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.7B
3
State Street
State Street
Massachusetts
$10.9B
4
ECU
Egerton Capital (UK)
United Kingdom
$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$277M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$447M
2
SC
Sculptor Capital
New York
$10.4M
3
Franklin Resources
Franklin Resources
California
$2.39B
4
Bank of America
Bank of America
North Carolina
$2.05B
5
Citadel Advisors
Citadel Advisors
Florida
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
76
Capital International Investors
California
$440M +$28.8M +460,000 +7%
Swedbank
77
Swedbank
Sweden
$439M +$439M +7,018,363 New
Fidelity International
78
Fidelity International
Bermuda
$434M +$47M +750,908 +12%
IG
79
ING Group
Netherlands
$429M +$61M +974,308 +17%
PI
80
Putnam Investments
Massachusetts
$421M -$222M -3,552,155 -35%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$415M +$988K +15,782 +0.2%
PPA
82
Parametric Portfolio Associates
Washington
$400M +$11.8M +188,685 +3%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$400M -$76.9M -1,229,490 -16%
TA
84
Teachers Advisors
New York
$376M +$29.9M +478,084 +9%
Fayez Sarofim & Co
85
Fayez Sarofim & Co
Texas
$376M -$13M -207,284 -3%
IGIM
86
I.G. Investment Management
Manitoba, Canada
$374M +$5.15M +82,342 +1%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$371M -$5.37M -85,778 -1%
Pzena Investment Management
88
Pzena Investment Management
New York
$370M -$27M -431,066 -7%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$367M +$10.7M +171,470 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
90
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$365M +$7.58M +121,143 +2%
Jennison Associates
91
Jennison Associates
New York
$361M +$42.1M +672,598 +13%
CIP
92
Cornerstone Investment Partners
Georgia
$349M -$25.1M -400,999 -7%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$343M -$2.04M -32,609 -0.6%
SP
94
Sarasin & Partners
United Kingdom
$342M -$18.4M -294,605 -5%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$339M +$17.1M +272,485 +5%
MTB
96
Mizuho Trust & Banking
Japan
$331M +$11M +175,178 +3%
Axa
97
Axa
France
$322M +$145M +2,319,482 +82%
TG
98
TCW Group
California
$322M -$17.8M -285,207 -5%
BJ
99
BlackRock Japan
Japan
$321M +$24M +383,803 +8%
Diamond Hill Capital Management
100
Diamond Hill Capital Management
Ohio
$317M -$2.24M -35,866 -0.7%
2 3
4
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