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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 %
RCG
976
Ruane, Cunniff & Goldfarb
New York
$3.03M +$1.84M +30,540 +155%
PL
977
Parthenon LLC
Kentucky
$3.02M +$140K +2,330 +5%
ACJ
978
Autonomy Capital (Jersey)
Jersey
$3.02M – – –
NJBEST
979
New Jersey Better Educational Savings Trust
New Jersey
$3.01M +$120K +2,000 +4%
RP
980
Raiff Partners
New York
$3.01M +$3.01M +50,000 New
CA
981
CapWealth Advisors
Tennessee
$3.01M -$112K -1,866 -4%
FA
982
FMA Advisory
Pennsylvania
$3.01M -$49.3K -818 -2%
SACTSONJ
983
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.98M – – –
JIM
984
Jupiter Investment Management
United Kingdom
$2.98M +$1.47M +24,444 +98%
PSI
985
Pinnacle Summer Investments
Virginia
$2.98M +$42.3K +703 +1%
ITIM
986
Indiana Trust & Investment Management
Indiana
$2.97M -$23K -382 -0.8%
SAM
987
Shamrock Asset Management
Texas
$2.97M -$106K -1,764 -3%
GI
988
Gradient Investments
Minnesota
$2.96M +$291K +4,828 +11%
UBWV
989
United Bank (West Virginia)
West Virginia
$2.96M +$14.3K +237 +0.5%
PCM
990
Princeton Capital Management
New Jersey
$2.95M -$124K -2,056 -4%
BG
991
Bollard Group
Massachusetts
$2.94M +$229K +3,795 +8%
BFO
992
Boston Family Office
Massachusetts
$2.94M – – –
CA
993
Cetera Advisors
Colorado
$2.94M +$612K +10,173 +26%
FM
994
Forward Management
California
$2.93M -$53.9K -898 -2%
MPIA
995
Mountain Pacific Investment Advisers
Idaho
$2.93M -$548K -9,092 -16%
ECM
996
EagleClaw Capital Management
Massachusetts
$2.93M +$12K +200 +0.4%
I
997
IberiaBank
Louisiana
$2.92M +$200K +3,317 +7%
WCA
998
Westover Capital Advisors
Delaware
$2.9M -$78.4K -1,302 -3%
MCM
999
McMillion Capital Management
North Carolina
$2.89M -$19.5K -324 -0.7%
TCOTO
1000
Trust Company of the Ozarks
Missouri
$2.89M +$32.3K +536 +1%
38 39
40
41 42