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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 %
WCA
976
Westover Capital Advisors
Delaware
$2.85M -$23.3K -405 -0.8%
TNB
977
Thomasville National Bank
Georgia
$2.83M +$2.83M +49,083 New
UBWV
978
United Bank (West Virginia)
West Virginia
$2.81M -$30.5K -530 -1%
BFO
979
Boston Family Office
Massachusetts
$2.81M -$43.2K -750 -2%
ECM
980
EagleClaw Capital Management
Massachusetts
$2.8M -$62.2K -1,078 -2%
MCM
981
McMillion Capital Management
North Carolina
$2.79M +$46.3K +803 +2%
NJBEST
982
New Jersey Better Educational Savings Trust
New Jersey
$2.77M – – –
BA
983
Bridgewater Advisors
New York
$2.76M -$28.9K -502 -1%
PL
984
Parthenon LLC
Kentucky
$2.76M – – –
TCOTO
985
Trust Company of the Ozarks
Missouri
$2.74M -$5.76K -100 -0.2%
HA
986
Halsey Associates
Connecticut
$2.73M -$43.2K -750 -2%
LIM
987
Leavell Investment Management
Alabama
$2.73M +$43.2K +750 +2%
ANRIA
988
American National Registered Investment Advisor
Texas
$2.72M -$18.7K -325 -0.7%
BC
989
Brinker Capital
Pennsylvania
$2.72M +$17.6K +306 +0.7%
LW
990
Linscomb Wealth
Texas
$2.72M +$78.9K +1,369 +3%
ST
991
Somerset Trust
Pennsylvania
$2.72M -$46.6K -809 -2%
SCA
992
Stonebridge Capital Advisors
Minnesota
$2.71M +$218K +3,782 +9%
WCM
993
Washington Capital Management
Washington
$2.68M -$101K -1,750 -4%
NPC
994
National Planning Corporation
California
$2.66M +$132K +2,298 +5%
CT
995
Cambridge Trust
Massachusetts
$2.65M +$70.6K +1,225 +3%
RMSCM
996
R.M. Sincerbeaux Capital Management
New York
$2.65M – – –
First Eagle Investment Management
997
First Eagle Investment Management
New York
$2.65M – – –
NEPWA
998
New England Private Wealth Advisors
Massachusetts
$2.65M +$66.8K +1,159 +3%
COI
999
Connable Office Inc
Michigan
$2.63M -$15.4K -268 -0.6%
HCS
1000
Harvest Capital Strategies
California
$2.61M +$1.01M +17,589 +63%
38 39
40
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