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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 %
AB
1026
AT Bancorp
Iowa
$2.4M +$580K +10,070 +32%
FHC
1027
First Heartland Consultants
Missouri
$2.4M -$132K -2,286 -5%
BAM
1028
Burnham Asset Management
New York
$2.4M -$148K -2,570 -6%
OC
1029
Oakworth Capital
Alabama
$2.38M +$88K +1,527 +4%
TWI
1030
Thomas White International
Illinois
$2.38M +$2.19K +38 +0.1%
PPSG
1031
Princeton Portfolio Strategies Group
New Jersey
$2.38M +$397K +6,882 +20%
DWT
1032
Dorsey & Whitney Trust
South Dakota
$2.38M +$131K +2,280 +6%
GIA
1033
Guyasuta Investment Advisors
Pennsylvania
$2.37M +$314K +5,450 +15%
LMAM
1034
Legg Mason Asset Management
Japan
$2.35M -$213K -3,700 -8%
DSC
1035
Duncker Streett & Co
Missouri
$2.34M -$34K -590 -1%
WPP
1036
Whalerock Point Partners
Rhode Island
$2.33M +$529K +9,187 +29%
PTB
1037
Pioneer Trust Bank
Oregon
$2.32M -$2.88K -50 -0.1%
EGA
1038
E&G Advisors
Texas
$2.32M +$173K +3,000 +8%
TWM
1039
Torch Wealth Management
Ohio
$2.32M +$11.6K +201 +0.5%
JC
1040
JBF Capital
Colorado
$2.31M -$2.32M -40,267 -50%
AC
1041
Alleghany Corporation
New York
$2.31M +$576K +10,000 +33%
MFIMFI
1042
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.3M -$14.8K -257 -0.6%
PIM
1043
Penobscot Investment Management
Massachusetts
$2.3M +$9.22K +160 +0.4%
OIA
1044
Optimum Investment Advisors
Illinois
$2.3M +$91K +1,580 +4%
PTC
1045
Private Trust Company
Ohio
$2.3M -$42.9K -745 -2%
DT
1046
Diversified Trust
Tennessee
$2.29M +$2.29M +39,747 New
DAM
1047
Deltec Asset Management
New York
$2.28M – – –
BCM
1048
Birmingham Capital Management
Alabama
$2.28M +$34.6K +600 +2%
DVM
1049
Dreman Value Management
Florida
$2.28M -$702K -12,181 -24%
TBNY
1050
Trustco Bank (New York)
New York
$2.27M -$19.5K -339 -0.9%
40 41
42
43 44