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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 %
PWS
1001
Peloton Wealth Strategists
Indiana
$2.61M +$615K +9,900 +31%
ACP
1002
Aviance Capital Partners
Florida
$2.6M -$218K -3,791 -8%
I
1003
IberiaBank
Louisiana
$2.6M +$185K +3,203 +8%
ACM
1004
Argyle Capital Management
Pennsylvania
$2.6M +$1.85M +32,100 +247%
BG
1005
Bollard Group
Massachusetts
$2.6M +$1.35M +23,510 +109%
GWM
1006
Graybill Wealth Management
Illinois
$2.59M +$18.3K +317 +0.7%
CD
1007
Carl Domino
Florida
$2.58M -$29.9K -519 -1%
VST
1008
Van Strum & Towne
California
$2.58M -$86.4K -1,500 -3%
SAM
1009
Sawgrass Asset Management
Florida
$2.57M -$29.4K -510 -1%
RAM
1010
Roanoke Asset Management
New Jersey
$2.57M +$247K +4,280 +11%
GI
1011
Gradient Investments
Minnesota
$2.56M +$565K +9,805 +28%
MPWT
1012
MassMutual Private Wealth & Trust
Connecticut
$2.55M +$597K +10,364 +31%
RGI
1013
River Global Investors
United Kingdom
$2.54M +$1.05M +18,163 +70%
TH
1014
Timber Hill
Connecticut
$2.54M +$407K +7,061 +19%
KCM
1015
Kames Capital Management
United Kingdom
$2.53M -$37.5M -651,671 -94%
MNBTD
1016
Moody National Bank Trust Division
Texas
$2.52M -$518K -8,990 -17%
AP
1017
Advisor Partners
California
$2.51M +$111K +1,920 +5%
11A
1018
10-15 Associates
New York
$2.5M +$498K +8,637 +25%
VFS
1019
VSR Financial Services
Kansas
$2.46M +$316K +5,488 +15%
IB
1020
Intrust Bank
Kansas
$2.45M +$158K +2,742 +7%
TSWM
1021
Triangle Securities Wealth Management
North Carolina
$2.44M +$74.3K +1,290 +3%
BFIM
1022
Beese Fulmer Investment Management
Ohio
$2.43M +$168K +2,919 +7%
WIC
1023
Woodmont Investment Counsel
Tennessee
$2.42M +$11.5K +200 +0.5%
JFGIW
1024
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.4M +$392K +6,800 +19%
AMM
1025
American Money Management
California
$2.4M +$237K +4,117 +11%
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