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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 %
LIM
1001
Leavell Investment Management
Alabama
$2.88M +$30.1K +500 +1%
BC
1002
Brinker Capital
Pennsylvania
$2.86M +$15.8K +262 +0.6%
HA
1003
Halsey Associates
Connecticut
$2.83M -$19.6K -325 -0.7%
ANRIA
1004
American National Registered Investment Advisor
Texas
$2.81M -$36.1K -599 -1%
ST
1005
Somerset Trust
Pennsylvania
$2.81M -$35.4K -587 -1%
ST
1006
Semper Trust
Pennsylvania
$2.77M -$572K -9,497 -17%
First Eagle Investment Management
1007
First Eagle Investment Management
New York
$2.77M – – –
AP
1008
Advisor Partners
California
$2.77M +$141K +2,335 +5%
NPC
1009
National Planning Corporation
California
$2.77M -$19K -315 -0.7%
VST
1010
Van Strum & Towne
California
$2.75M +$54.5K +905 +2%
RMDI
1011
R.M. Davis Inc
Maine
$2.75M -$289K -4,790 -10%
COI
1012
Connable Office Inc
Michigan
$2.74M -$12.2K -202 -0.4%
BFIM
1013
Beese Fulmer Investment Management
Ohio
$2.72M +$173K +2,866 +7%
ACM
1014
Argyle Capital Management
Pennsylvania
$2.72M – – –
RMSCM
1015
R.M. Sincerbeaux Capital Management
New York
$2.7M -$72.3K -1,200 -3%
NEPWA
1016
New England Private Wealth Advisors
Massachusetts
$2.69M -$81.7K -1,354 -3%
SAM
1017
Sawgrass Asset Management
Florida
$2.69M – – –
GWM
1018
Graybill Wealth Management
Illinois
$2.69M -$23.3K -387 -0.9%
CT
1019
Cambridge Trust
Massachusetts
$2.67M -$104K -1,719 -4%
BIM
1020
Beach Investment Management
Pennsylvania
$2.65M +$2.09M +34,670 +370%
KCM
1021
Kames Capital Management
United Kingdom
$2.64M – – –
CD
1022
Carl Domino
Florida
$2.64M -$58.1K -964 -2%
CSS
1023
Cubist Systematic Strategies
Connecticut
$2.61M +$1.8M +29,873 +222%
11A
1024
10-15 Associates
New York
$2.6M -$12.6K -210 -0.5%
CAL
1025
Capital Analysts LLC
Pennsylvania
$2.6M +$2.21M +36,643 +564%
39 40
41
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